Retrospective Process

Weekly Retrospective:

Review Journal Entries:

  • Assess market conditions
  • Evaluate trade execution
  • Assess mental state during each trade
  • Evaluate the overall management of these factors

Identify Trends and Patterns:

  • Evaluate areas of strength
  • Identify areas for improvement

Develop action plans:

  • Focus on specific, measurable and actionable steps
  • Address areas for improvement

Reflect on the Process:

  • Consider lessons learned
  • Acknowledge steps taken to improve
  • Identify steps still needed to reach the desired performance level

 

Monthly Retrospective:

Review Monthly Journal Entries:

  • Assess market conditions
  • Evaluate trade execution
  • Assessment state during each trade
  • Evaluate the overall management of these factors

Identify Trends and Patterns Over the Month:

  • Evaluate areas of strength
  • Identify areas for improvement

Develop Action Plans:

  • Focus on specific, measurable and actionable steps
  • Address areas for improvement

Reflect on the Process:

  • Consider lessons learned
  • Acknowledge steps taken to improve
  • Identify steps still needed to reach the desired performance level
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