Review template

Options trade mistake log template

Most traders remember wins and forget process errors. This template helps you log mistakes while they are fresh, assign a root cause category, and write one corrective rule before the next trade.

Why keep a dedicated mistake log

A standard journal captures what happened. A mistake log captures what should have happened. Keeping both makes your performance review less emotional and more actionable.

Mistake categories to track

  • Execution error: late entry, poor fill, skipped order type, or accidental sizing.
  • Plan deviation: ignored entry criteria, moved stop, or overrode risk limits.
  • Context miss: missed earnings date, macro event, or expiration timing issue.
  • Review process gap: no debrief, no tags, or incomplete post-trade notes.

Mistake log template fields

FieldPurposeExample
Trade IDLinks mistake to journal entrySPY-2026-03-12-01
Mistake categoryGroups repeat errorsPlan deviation
What happenedObjective event descriptionAdded size without confirmation trigger
ImpactOutcome in risk/performance termsIncreased loss by 0.4R
Root causeBehavior or process failureNo pre-entry checklist review
Corrective ruleFuture behavior constraintNo adds until original target 1 is hit

Daily workflow

  1. Run your post-trade debrief immediately after closing a position.
  2. Log one primary mistake per trade, even when the trade was profitable.
  3. Attach tags in your journal using the tags and notes workflow.
  4. Review mistake frequency during your weekly review.
  5. Move repeated issues into your risk plan checklist as hard rules.

Weekly review prompts

  • Which mistake category appeared most often this week?
  • Did my corrective rule reduce repeat frequency in the next trades?
  • Which mistake created the largest avoidable drawdown?
Use this constraint: If a mistake repeats three times in two weeks, convert it into a mandatory checklist item before your next entry.

FAQ

Should I log only losing-trade mistakes?

No. Profitable trades can still contain process mistakes that become expensive later if repeated.

How many categories should my mistake log use?

Use a short list you can apply consistently. Start with four categories and refine only when needed.