Review · Advanced worksheet

Weekly Process Review

A structured weekly review for process metrics: preparation, evidence quality, risk control, patience, rule compliance and study focus.

A structured weekly review for process metrics: preparation, evidence quality, risk control, patience, rule compliance and study focus.

CategoryReview
LevelAdvanced
Use typeProcess control
Signal statusNot a signal

Use note

This worksheet is an educational process-control template. It does not produce signals, recommendations or guaranteed outcomes. Record real decisions honestly; do not rewrite the journal after the result is known.

Purpose

To keep improvement systematic. The weekly review turns isolated journal entries into a practical training plan.

Best used when

  • End of trading week
  • After a high-volatility week
  • Before increasing size
  • When confidence is unstable

Core fields

  • Number of sessions prepared
  • Trades taken
  • No-trade decisions
  • Rule breaks
  • Average process score
  • Best decision
  • Worst decision
  • Next week focus

Worksheet checklist

Questions to answer before the decision is accepted

Workflow

Step-by-step use

  1. 1

    Summarize the week in numbers.

  2. 2

    Review best and worst process decisions.

  3. 3

    Identify repeated evidence mistakes.

  4. 4

    Identify repeated execution mistakes.

  5. 5

    Choose one improvement target.

  6. 6

    Set a rule for next week.

Scoring rubric

  • 5 = clear metrics and one focus
  • 3 = useful reflection but too broad
  • 1 = emotional week summary

Red flags

  • Measuring only profit/loss
  • Choosing five improvement goals
  • Ignoring good no-trade decisions
  • Increasing size after a lucky week

Practice task

Complete four weekly reviews. Track whether the same mistake category decreases, stays flat or worsens.

Printable worksheet

Use this area for your own notes

Source notes

These sources inform the vocabulary, process framing, and risk discipline. The worksheet itself is an educational journaling tool, not financial advice.