Best Practices

The Ultimate Weekly Trading Review Template

Alex Rivera·Product Lead

November 28, 20248 min read

Daily journaling captures the details; weekly reviews reveal the patterns. A structured weekly review is essential for translating raw trading data into actionable improvements.

The Weekly Review Framework

Part 1: Quantitative Review (10 minutes)

Pull these metrics for the week:

Total P&L and R-multiple

Win rate

Average winner vs. average loser

Maximum drawdown

Number of trades

Compare to your 30-day averages. Are you above or below baseline?

Part 2: Trade Selection Analysis (15 minutes)

Review every trade and categorize:

A-Grade: Textbook execution of your strategy

B-Grade: Good trade, minor execution issues

C-Grade: Questionable setup or execution

F-Grade: Violated trading rules

Your goal: increase A and B trades, eliminate F trades.

Part 3: Behavioral Review (10 minutes)

Answer these questions: 1. Did I follow my pre-market routine consistently? 2. Were there any revenge trades? 3. Did I respect my daily loss limit? 4. Was my position sizing consistent?

Part 4: Market Observations (5 minutes)

What was the market character this week?

How did my strategy perform in this environment?

Any regime changes I should note?

Part 5: Next Week Planning (10 minutes)

One thing to improve next week

Any calendar events to be aware of

Adjustments to strategy or rules

Making It Actionable

The most important part: define ONE concrete action. Not three improvements—one. Make it specific and measurable.

Bad: "Be more patient" Good: "Wait for candle close before entering; mark each trade Yes/No for patience"

Using Practice—Process

The Weekly Reports section automatically compiles your statistics. Use it as the foundation, then add your qualitative analysis in the Notes section. Over time, you'll build a valuable archive of your trading evolution.

Alex Rivera

Product Lead