Trade JournalPost-Trade Review
Post-Trade Review Template (Journal Questions)
Post-trade review closes the loop between plan and result. These questions focus on process quality, not just win/loss, so you improve decision-making over a sample of trades. Log reviews in VaultCharts journal entries to build a searchable history of lessons.
📈 Why Track Post-Trade Review in Your Trading Journal?
- ✓Separate good process from lucky outcomes
- ✓Catch recurring mistakes before they compound
- ✓Document what worked for future similar setups
- ✓Reduce revenge trading with a structured debrief
- ✓Build evidence for rule changes
1
Outcome Summary
Record facts without narrative
1What was the result in R and dollars?
2Did price do what I expected even if I lost?
3How long was I in the trade?
4Was slippage or fees material?
2
Process Score
Rate execution against the plan
1Did I follow my trade plan entry to exit?
2Rate entry quality (1-5): ___________
3Rate exit quality (1-5): ___________
4Was position size correct for setup grade?
3
Lesson Extraction
One actionable takeaway
1What is the single biggest lesson from this trade?
2Was this a system trade or discretionary override?
3What would I repeat on the next similar setup?
4What would I never do again?
4
Forward Action
Turn review into change
1Does this trade require a rule update? Y / N
2Do I need to review this setup in backtest or replay?
3Am I in emotional state to take the next trade?
4Tag for weekly review: process win / process loss / outcome win / outcome loss
💡 Tips for Better Post-Trade Review Journaling
→Review within 30 minutes of exit while memory is fresh
→Never change rules based on one trade
→Tag trades by setup for aggregate review
→Screenshot the chart at exit for later comparison
→Process wins deserve as much attention as outcome wins
📋 Ready-to-Use Post-Trade Review Journal Template
## Post-Trade Review **Date:** ___________ **Symbol:** ___________ **Result:** ___R / $_____ ### Facts - Expected move: ___________ - Actual move: ___________ - Plan followed: Y / N ### Scores (1-5) - Entry: ___ - Management: ___ - Exit: ___ ### Lesson **Keep doing:** ___________ **Stop doing:** ___________ **Rule change needed:** Y / N — ___________
Copy this template into your trading journal or note-taking app. Customize it to fit your trading style.
📓 Built-In Trade Journal in VaultCharts
VaultCharts includes a powerful trade journaling feature with customizable templates including post-trade review tracking. Attach notes directly to your charts and track your progress over time.
📝
Pre-Trade Notes
Document your thesis
📊
Linked to Charts
Notes attached to positions
🔒
100% Private
All data stays local