How to use ChecklistBot

Set a daily trading goal, log whether you hit it at the close, and build a streak — on your own or with your group.

1 What is ChecklistBot

ChecklistBot keeps you accountable to a single, simple habit: decide what "trading well" means for you today, then honestly mark whether you did it. Each day you set a goal (for example, "No revenge trading after hitting stoploss"), and when your session closes the bot asks how it went. Stack good days and your streak grows; a failure resets it to zero.

It lives entirely inside Telegram:

Good to know: everything is per-trader and timezone-aware. Your "session open" and "session close" prompts fire on your local schedule.

2 Getting started

Open a chat with the bot in Telegram and tap Start (or send /start). The bot greets new users and points you at the menu button to open the app.

Sending /start and the bot's welcome reply.
Sending /start and the bot's welcome reply.

Tap the Checklist button to launch the Mini App for the first time. This opens onboarding, where you set up your profile.

3 Setting yourself up

Onboarding is a short, four-step flow. Progress dots at the top show where you are.

Step 1 — Your name

This is the name shown to others on the group checklist. It's pre-filled from your Telegram profile; tap to change it.

Onboarding step 1 — your name.

Step 2 — Your timezone

Pick your timezone from the searchable list. All notification times use this timezone, and choosing one sets sensible default prompt times for your region.

Onboarding step 2 — your timezone.

Step 3 — Session & notifications

This is the main setup screen. Here you define your trading window and when the bot nudges you:

Onboarding step 3 — session & notifications.

Step 4 — Confirm

A summary of everything you chose. Review it and tap Start tracking. You can change any of it later from Settings.

Onboarding step 4 — confirm your setup.

4 Your daily checklist

This is the home screen of the Mini App. At the top is a summary strip, below it the list of traders. Your own card is highlighted with a blue border and a "you" badge, and is sorted to the top; everyone else is ordered by streak.

Each card shows the trader's avatar, name, today's goal, and their current day-streak. The header icons let you ✏️ edit your goal, 🔄 refresh, and open ⚙️ settings.

Today's checklist screen.

What the status pills mean

⏳ 2h 15mGoal confirmed, result not logged yet. Shows time left in your session, then "Pending" once it closes.
✓ SuccessYou logged the day as achieved — your streak went up.
✗ FailedYou logged a failure — your streak reset to 0.
⊘ No tradesYou didn't trade — your streak is left unchanged.
🏖 VacationNotifications paused; your streak is preserved.

5 Setting & changing goals

There are three ways to set today's goal.

A. The morning prompt

At your session-open time the bot messages you with yesterday's goal and two buttons: Keep this goal or Change goal. Keeping it confirms today's goal in one tap; changing it opens the Mini App straight to the goal editor.

The morning goal prompt.
Auto-confirm: if you don't respond, the bot keeps yesterday's goal automatically after the number of minutes you set during onboarding.

B. The /goal command

Set or replace today's goal directly from chat without opening the app:

/goal No revenge trading after hitting stoploss

The bot confirms the goal and reminds you it'll prompt for the result at session close.

Setting a goal with the /goal command.

C. The goal editor (Mini App)

Tap the ✏️ icon on the checklist to open the goal sheet. Type a new goal, or tap one of your recent goals to reuse it, then Save goal.

The goal editor.

6 Logging your result

When your session closes the bot asks how you did, showing today's goal and your current streak. Tap Achieved, Failed, or No trades.

Session close prompt from the bot.

You can also log from the Mini App: tap Log result on your card to open the result sheet with the same three options.

Log today's result sheet.

How streaks work

Made a mistake or still trading? Reopen the result sheet and tap "Still trading — clear result" to remove a logged result, or just log a different one to change it.

7 Using it in a group

Add ChecklistBot to a Telegram group and run /checklist. The bot posts a clean image snapshot of everyone's goals, results, and streaks for today. Great for keeping an accountability group honest.

The /checklist snapshot posted to a group.
The /checklist snapshot posted to a group.
Trading solo? When you're the only trader on your checklist, the app shows a hint: run /checklist in a group the bot is in to see other traders who use it. Dismiss it with the ✕.

8 Settings & vacation mode

Tap the ⚙️ icon on the checklist to reopen the setup flow with your current values pre-filled. Change your name, timezone, session window, active days, prompt times, or auto-confirm, then tap Save settings.

Vacation mode

Flip the Vacation mode toggle to pause the morning and close prompts while preserving your streak. On the checklist your card shows a 🏖 Vacation pill so others know you're away. Turn it off when you're back to resume notifications.

Vacation mode and notification settings.

9 Getting help

Two commands route a message straight to the bot's admins, who reply right back inside your chat:

After an admin replies you can keep chatting normally — your follow-up messages continue the same support thread. If you ever send a plain message when you're not sure what to do, the bot shows a short menu of what it can help with.

Risk Disclosures

CFTC Rule 4.41: Hypothetical or Simulated performance results have certain limitations, unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not been executed, the results may have under-or-over compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profit or losses similar to those shown.

Risk Disclosure: Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.

Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described herein. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

Trade Results Disclosure: Any trades presented may not have been traded in a live account and should be considered hypothetical.

Trade/Chatroom Disclosure: Presentations are for educational purposes only and the opinions expressed are those of the presenters only. All trades presented should be considered hypothetical and should not be expected to be replicated in a live trading account.

Testimonial Disclosure: Testimonials appearing on this website may not be representative of other clients or customers. Testimonials are not a guarantee of future performance or success.

See further disclaimers that may help your understanding.