Monthly Review Journal

Monthly Review Template

Instructions: Complete this at the end of each month to track long-term progress and identify macro patterns.

Monthly Performance Metrics

Month:

Total Trading Days:
Days Traded:
Days Sat Out:
Total Trades:
Winning Trades:
Losing Trades:
Breakeven/Scratch:
Win Rate (%):
Total Profit/Loss ($):
Total Profit/Loss (%):
Average R-Multiple:
Best Week ($):
Worst Week ($):
Maximum Drawdown (%):

Rule Compliance

Overall Rule Compliance Rate for the Month (%):

Weeks with >90% compliance:

Weeks with <80% compliance:

Most common rule violations:

Psychological Trends

Dominant emotional pattern this month:Biggest psychological challenge:

Progress on mental discipline (1-10):/ 10

Strategic Assessment

Most profitable setup:

Least profitable setup:

Market conditions this month:

Strategy performance:Performing as expectedUnderperforming (needs review)Outperforming (maintain discipline)Do I need to adjust my strategy or risk parameters?

Goals for Next Month

Primary Goal:

Behavioral Goal (psychology/discipline):

Technical Goal (strategy/execution):

One thing to stop doing:

One thing to start doing:

Disclaimer: This template is for educational purposes only. Trading involves substantial risk of loss and is not suitable for every investor. Past performance is not indicative of future results.

For Systematic & Discretionary Traders