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Module 17Intermediate / Psychology40 minFree

Trading Journal and Weekly Review

Turn journaling into a useful feedback loop: setup quality, rule adherence, emotional state, R-multiple, screenshots, and one weekly improvement.

Before you start

What this module changes in your trading process.

You can build a journal that improves execution instead of becoming a forgotten spreadsheet.

R-multipleProcess scoreMistake taxonomyRule adherencePost-trade reviewWeekly adjustmentScreenshot review

Lesson 1

Journal fields that matter

13 min

Track the data that improves future decisions.

A useful journal is not only entry, exit, and profit. It captures setup type, thesis, invalidation, risk, emotional state, rule adherence, screenshot, and post-trade lesson.

Too many fields make journaling heavy. Too few fields make review useless. The right balance is the smallest set that explains why the trade happened and whether it followed plan.

The goal is not to collect data forever. The goal is to find repeated mistakes and repeated strengths.

Example

A trader logs two losing trades. One was planned and -1R. One was impulsive and -0.4R. The smaller loss is the bigger process problem.

Key points

  • Track process data, not only PnL.
  • Use R-multiple to compare trades fairly.
  • Screenshot context before and after the trade.
  • Keep fields simple enough to complete daily.

Practice checkpoint

Create a journal template with no more than twelve fields.

Before continuing

  • OKMy journal includes thesis and invalidation.
  • OKMy journal includes rule adherence.
  • OKMy journal is simple enough to finish.

Lesson 2

Build a mistake taxonomy

13 min

Classify mistakes so review becomes actionable.

A mistake taxonomy groups recurring issues into labels: no plan, late entry, early exit, oversized risk, ignored news, revenge trade, poor level, or execution error.

Labels make review objective. Instead of saying 'I was bad today,' the trader can say 'two trades were late entries after the move was already extended.'

Once the pattern is named, the solution can be written into next week's rules.

Example

If most losses come from late entries, the solution might be a rule: no entry after price has moved more than 70% of average session range.

Key points

  • Mistake labels reduce emotional review.
  • The same mistake repeated three times deserves a rule change.
  • Do not mix planned losses with process mistakes.
  • Review should end with one fix.

Practice checkpoint

Classify ten past or simulated trades into mistake labels. Count the top two patterns.

Before continuing

  • OKI separate planned losses from mistakes.
  • OKI know my top repeated mistake.
  • OKI can write a rule for the pattern.

Lesson 3

Weekly review without overthinking

14 min

Use one weekly review to improve the next week.

Weekly review should be calm and focused. It should not become a long emotional confession or a search for certainty.

Review the numbers, screenshots, process scores, and repeated mistake labels. Then choose one adjustment for next week.

One clear adjustment beats ten vague intentions. The trading system improves by small, consistent changes.

Example

Adjustment: no first-trade entry during the first five minutes after high-impact news. Next week the trader measures only whether this was followed.

Key points

  • Review at the same time each week.
  • Use screenshots and R-multiple, not memory.
  • Choose one adjustment only.
  • Measure whether the adjustment was followed next week.

Practice checkpoint

Write a weekly review template: metrics, best trade, worst process trade, top mistake, one adjustment.

Before continuing

  • OKMy review has a fixed time.
  • OKMy adjustment is specific.
  • OKI measure the next week against the adjustment.

Fieldwork

Turn the module into something you can use this week.

Run one weekly review using at least five trades or five simulated examples. End with one rule for next week.

Glossary

R-multipleProcess scoreMistake taxonomyRule adherencePost-trade reviewWeekly adjustmentScreenshot review

Checkpoint quiz

Test the concept before moving on.

1. A useful journal should track...
2. A mistake taxonomy helps because it...
3. A good weekly review should end with...

Quiz results can add XP when you are signed in.

Progress action

Finish this module when your notes are complete.

Marking complete saves the module, updates streak activity, and awards XP only once per module.

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Risk note: Metavulus learning content is for education and market preparation only. It is not financial advice, investment advice, or a trading recommendation.