Reviews are where growth happens. This free worksheet provides a structured framework for weekly trading reflection. Stop winging it—use a system.
Why Weekly Reviews Matter
Trading without review is gambling. Reviews help you:
- Identify patterns in your behavior and results
- Reinforce winning habits by documenting what works
- Eliminate mistakes by recognizing repeated errors
- Stay accountable to your trading plan
- Track improvement over time
What’s Included
Weekly Summary Section
Capture your week at a glance:
- Total trades taken
- Winners vs losers
- Win rate
- Total P&L
- Largest win
- Largest loss
- Average trade P&L
- Compliance score (rules followed)
Best Trade Analysis
Deep dive into your best trade:
- What was the setup?
- Why did you enter?
- What was your thesis?
- How did you manage it?
- What made it successful?
- Can you replicate it?
Worst Trade Analysis
Learn from your mistakes:
- What went wrong?
- Was it a setup issue or execution?
- Did you follow your rules?
- What would you do differently?
- How can you prevent this?
Pattern Recognition Section
Guided questions to surface insights:
- What setups worked best this week?
- What time of day were you most profitable?
- Did you overtrade? Undertrade?
- What emotional states led to poor decisions?
- What rules did you break?
Lessons Documented
Capture learnings while fresh:
- Top 3 lessons this week
- One thing to keep doing
- One thing to stop doing
- One thing to start doing
Goal Review
Track progress on your goals:
- This week’s goal - achieved?
- If not, what got in the way?
- Goal for next week
- Monthly goal progress
Next Week Planning
Set yourself up for success:
- Focus areas for next week
- Setups to prioritize
- Risk limits to maintain
- Mindset reminders
How to Use This Worksheet
Step 1: Download
Click the download button to get the Excel file.
Step 2: Schedule Your Review
Block 30-45 minutes every weekend. Make it non-negotiable.
Step 3: Gather Your Data
Have your trading journal open with the week’s trades visible.
Step 4: Complete Each Section
Work through the worksheet systematically. Don’t skip sections.
Step 5: Archive and Track
Save each week’s review. Compare reviews monthly to track progress.
The Review Process
Before You Start
- Close trading platforms
- Find a quiet space
- Have your journal ready
- Plan for 30-45 minutes
During Review
- Be honest with yourself
- Focus on process, not just P&L
- Look for patterns, not individual trades
- Document everything
After Review
- Share key insights with a mentor or peer
- Update your trading plan if needed
- Set clear intentions for next week
What Good Traders Review
| Area | Key Questions |
|---|---|
| Performance | Was I profitable? Was my win rate acceptable? |
| Process | Did I follow my rules? Did I stick to my plan? |
| Psychology | Was I calm? Did emotions affect decisions? |
| Risk | Did I size correctly? Did I honor stops? |
| Improvement | What did I learn? What will I change? |
Common Insights from Reviews
Regular reviews surface patterns like:
Behavioral Patterns
“I break my rules on Mondays after a losing Friday.”
Setup Analysis
“My breakout trades work, but I keep taking fakeout reversals.”
Psychological Insights
“I overtrade when I’m down for the day—revenge trading.”
Time Patterns
“My best trades come in the first hour. I should reduce size after lunch.”
Review Frequency Guide
| Timeframe | Focus | Duration |
|---|---|---|
| Daily | Quick stats, emotional check | 5 minutes |
| Weekly | Deep analysis, this worksheet | 30-45 minutes |
| Monthly | Strategy review, goal setting | 1-2 hours |
| Quarterly | Big picture, system changes | 2-3 hours |
Limitations of Standalone Review
Reviews are powerful, but have limits:
- Garbage in, garbage out - Review quality depends on journal quality
- Bias blind spots - Hard to see your own patterns
- No benchmarking - Difficult to compare to others
- Time-consuming - Manual analysis takes effort
Enhance Reviews with JournalPlus
JournalPlus makes reviews more powerful:
- Automatic data compilation - Stats ready instantly
- AI pattern detection - Surfaces insights you’d miss
- Visual dashboards - See performance at a glance
- Historical comparison - Track improvement over time
- Less time, more insight - Review in minutes, not hours
One-time payment. Lifetime access. Your review partner.
Download Your Worksheet
Start reviewing like a professional trader. Consistent reflection is the path to consistent profits.
