Check that the week is complete
Before analysing performance, confirm that every closed trade is recorded and that fees, deposits, and withdrawals are classified correctly. Missing or duplicated trades can make every later comparison misleading.
Add notes and screenshots while the context is still recent. Flag any trade whose numbers do not match the exchange record so it can be checked before you draw conclusions.
- Reconcile all closed trades
- Confirm realized P&L and fees
- Separate cash movements from performance
- Complete missing notes and screenshots
Review process before profit
Grade whether you followed your entry, sizing, stop, and exit rules. Then compare that grade with the financial result. This prevents one lucky win from validating poor execution or one normal loss from invalidating a sound process.
Look closely at the largest winning and losing trades, but also count repeated small mistakes. Several minor rule breaks can cost more than one obvious error.
- Rule-following rate
- Planned risk versus actual risk
- Largest wins and losses
- Repeated execution mistakes
Compare patterns and set one action
Group trades by setup, market condition, direction, day, and time only when you have enough examples to make the comparison meaningful. Note what appears promising, what needs more data, and what should be avoided.
End the review with one measurable action for the coming week. Keep it within your control—for example, recording planned risk before every entry or stopping after a defined daily loss limit.
- Net P&L and total fees
- Results by setup and market condition
- Best repeated behaviour
- One measurable rule for next week