Monthly Review Template

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MONTHLY REVIEW
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Month: _________
Year: _________

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PERFORMANCE
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Total Trades: _________
Win Rate: _________
Total P&L: _________
P&L %: _________
Best Setup: _________
Worst Setup: _________

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WEEKLY BREAKDOWN
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Week 1: _________ (__ trades) - P&L: _________
Week 2: _________ (__ trades) - P&L: _________
Week 3: _________ (__ trades) - P&L: _________
Week 4: _________ (__ trades) - P&L: _________

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PATTERNS
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Best Day: _________
Worst Day: _________
Best Time: _________
Worst Time: _________

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EMOTIONAL TRACKING
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Trades After Losses: ___
Trades After Wins: ___
Revenge Trades: ___
Emotional Trades: ___
Days Stopped: ___

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GOALS & PROGRESS
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Month Goal: _________
Achieved: Yes / No
Progress: _________

Strategy: _________
Psychology: _________
Risk: _________

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NEXT MONTH
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Goals: _________
Focus Areas: _________
Trades to Master: _________

Improvements: _________

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Monthly Summary

Performance Summary

• Monthly P&L
• Win rate trends
• Setup performance

Pattern Analysis

• Best/worst days
• Best/worst times
• After wins/losses

Next Month

• Goals
• Focus areas
• Master setups

Monthly review complete.