How to use it: review the complete week's trades, write one observation in each section, then choose one testable process rule. The worksheet is for education and reflection; it is not financial advice or a performance guarantee.
The worksheet
1. Pull the whole sample
Include winners, losers, scratches, and trades you nearly forgot. The review is less useful when it only contains the memorable outcomes.
2. Read the process
| Question | Notes |
|---|---|
| Which setup did I execute most consistently? | |
| Where did emotion or urgency change the plan? | |
| Which time or context produced the marginal trade? | |
| What did I do well even when the result was negative? |
3. Name one repeated behavior
Describe the behavior, not your character. “Added size after a loss” is testable. “I am undisciplined” is not.
4. Carry one rule into next week
Make it observable and small enough to check before the next trade.
Synthetic example
The downloadable sample is invented data, included to show the shape of a structured journal. It is not a model portfolio, a backtest, or evidence of a trading edge.
| Observation | What it might prompt |
|---|---|
| 4 of 5 “FOMO” entries were outside the planned setup | Track the tag for another week and test a pre-entry pause. |
| All 3 calm breakout entries followed the planned size | Keep the size rule visible; do not infer a stable edge from three trades. |
| The sample includes 12 trades total | Use the review to improve logging and process, not to make a large strategy change. |
What this worksheet is not
It does not tell you what to buy, sell, or size. It does not turn a weekly result into a forecast. It is a low-friction prompt for collecting the same observations consistently so a longer history can be read with more care.
For the reasoning behind the cadence, read How to review your trades. For uncertainty in a personal dataset, read What uncertainty ranges mean. For the matching CSV schema, see the free trading journal template.
Educational only. Not financial or trading advice. The sample data is synthetic and the worksheet does not predict individual results.
