1. Prepare the review set
Collect all trades closed during the week and any open positions that were adjusted. Make sure each trade has tags and at least one note explaining the original thesis.
2. Summarize results without judging yet
- Total closed trades and strategies used
- Wins/losses by tag or setup type
- Largest positive and negative outcomes
- Open positions that need attention next week
3. Audit plan adherence
Separate outcome quality from execution quality. A profitable trade can still be a process error, and a losing trade can still follow the plan well.
| Question | What to look for |
|---|---|
| Did the entry match the setup rules? | Check tags and entry notes for deviations. |
| Was size appropriate for the risk? | Compare stated risk plan to position sizing. |
| Did exits follow the plan? | Review whether emotions or late decisions changed execution. |
4. Define next-week adjustments
End the review with a short list of process changes. Keep them specific and testable (for example, one change to sizing, one to entry criteria, one to note-taking).
Related guides
Use this checklist with performance review metrics and tag/note structure.
FAQ
How long should a weekly review take?
Start with 20 to 40 minutes. The goal is consistency, not a perfect post-mortem every week.
Should I review open trades too?
Yes, especially positions that were adjusted or are close to key decision points. Include them in your action list for the next week.