- Trading metrics
- Graphs and Reports
- Qualitative observations (your own words)
Suggestions for your monthly review
- Statistical inference
- Review prior goals / how you did with them
- Establish new goals
- Market observations - Tactical / Mechanical (Trending, Rangebound, Leading Sectors, How did I match my trading to current market conditions / what I expect market to do in next month)
- Win rates
- Psychological observations from the journal
- Patterns in best and worst trading (Days / Set ups / Time / Stocks / Psycholgy)
- Solutions --- What to keep, eliminate, add, adjust
- Import charts and graphs from tradervue into PPT
- Postives stats (Top stocks / Top sectors / Top set ups)
- Negative stats
- What I did well
- What I could do better
- Summary of month
- Goals for next month
- I overtraded this month - NOT SPECIFIC ENOUGH.
- Which stocks
- What days of the week
- Are specific market conditions driving this?
- Is it days your up or down already?
- Are you trading bigger or smaller on these days?
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