A weekly trading review turns a trade log into a set of questions you can investigate. Use the same sequence each week: check the records, summarize the outcomes, separate execution from results, and choose one measurable process change. The goal is a reliable review habit, not a prediction of next week’s returns.
1. Reconcile the records before analyzing them
Compare your journal with the broker or platform statement. Confirm the date range, time zone, account, trade grouping and fee treatment. Check partial exits and duplicate imports. Keep deposits, withdrawals and open positions separate from closed-trade performance. If a session is missing, mark the report incomplete instead of silently treating the available trades as the whole week.
2. Write a small, repeatable scorecard
- Closed trade count and the number of active sessions.
- Net P&L with a stated cost and currency convention.
- Win rate, average win, average loss and profit factor, when defined.
- Drawdown with the calculation basis stated: closed equity and intraday equity are different.
- Number of trades with complete notes and screenshots.
- Number of rule-following trades, rule violations and trades whose adherence is unknown.
Do not add metrics simply because a chart is available. Keep enough to notice changes without turning the review into a search for the most flattering number. If you changed position size during the week, record it alongside dollar results; an increase in P&L may reflect greater exposure rather than better decisions.
3. Separate decision quality from financial outcome
| Process | Wins | Losses | Review question |
|---|---|---|---|
| Followed the written plan | 3 | 2 | Were the rules clear and consistently applied? |
| Broke a written rule | 2 | 1 | What happened before the rule break? |
| Total | 5 | 3 | Are all eight records complete? |
The two profitable rule breaks still belong in the review. The two planned losses are not automatically mistakes. With only eight observations, this table does not establish that one behavior caused a result. Its value is directing attention to the decision record: timestamps, the original plan, screenshots and what changed during the trade.
4. Compare one meaningful grouping
Pick one question, such as whether your pullback trades had complete pre-entry plans. Use stable setup labels and report the number of trades in each group. Avoid slicing the same small history by symbol, hour, weekday, emotion and account until a winning subgroup appears. Treat a pattern as a hypothesis, then collect more comparable records before changing your trading process around it.
5. Choose one observable action
For example: ‘Next week, save the entry reason and initial risk before every planned trade, then report completion as a count out of all trades.’ That is measurable even if the week loses money. ‘Be more disciplined’ is not specific enough to check. Keep the action focused on record quality or rule adherence; a short review is not evidence to increase financial risk.
A copyable weekly review note
- Period, time zone and accounts reviewed:
- Reconciliation status and missing records:
- Trade count, net results and metric definitions:
- Rules followed / broken / unknown:
- One question raised by the records:
- Evidence for the question and alternative explanations:
- One process action for next week:
- How and when I will check that action:
If you use an AI assistant, ask it to show which recorded trades support its summary and check the calculations yourself. A fluent explanation can still be wrong. In TheProfitPath, the journal, analytics, playbooks and reports provide the record for this review; AI chat and live voice can help you explore it, while you remain responsible for the conclusions.