Periodic review

Review turns closed trades into a weekly, monthly, quarterly, or yearly checkpoint.

Choose a period

Select the period length, then use the arrow buttons to move backward or forward. Current returns to the active period. The account filter controls which trades appear.

Work through the queue

Open each closed trade to inspect and update execution data, screenshots, mistakes, rating, and notes. Then select Mark reviewed.

A review cannot be completed until every trade in the period is marked reviewed.

Read the evidence

Evidence summarizes the selected period. Incomplete trade fields can limit R, pips, and other measurements.

Set the next rule

Write one specific rule for the next period. "Stop trading after two losses in one session" is easier to audit than "be disciplined."

Select Complete review after all trades are reviewed and the rule is filled. Reopen the same period later to update it.