Post-Market Review#

Daily Review Process#

Complete this review within 1 hour of market close.

Performance Summary#

Date: ___________
Trades Taken: ___
Win Rate: ___%
Net P&L: $___
Largest Win: $___
Largest Loss: $___

Trade Analysis#

For each trade today:

  1. Setup Quality (1-5): Did the setup match the playbook?
  2. Execution (1-5): Was entry/exit optimal?
  3. Risk Management (1-5): Did I follow sizing rules?
  4. Emotional State (1-5): Was I calm and focused?

Key Questions#

  • What worked well today?
  • What could be improved?
  • Did I follow my rules?
  • What would I do differently?
  • Any new patterns or insights?

Weekly Review (Friday/Weekend)#

  • Calculate weekly statistics
  • Review all trades from the week
  • Identify recurring mistakes
  • Update playbooks if needed
  • Set goals for next week
  • Review risk management adherence

Monthly Review (End of Month)#

  • Compile monthly statistics
  • Compare to previous months
  • Analyze by strategy type
  • Review account equity curve
  • Adjust position sizing if needed
  • Update long-term trading plan