The Performance Review Template is a structured framework designed to help traders conduct a comprehensive evaluation of their trading activities over a specific period. This template facilitates a deep dive into the effectiveness of your trading strategy, decision-making process, and overall performance, enabling you to identify areas of strength and opportunities for improvement
Implementation Tips
- Consistency: Conduct these reviews regularly to track your progress over time.
- Honesty: Be truthful in your assessments to maximize the benefit from this exercise.
- Action-Oriented: Use the insights gained to make actionable plans for improvement.
Here's how to get started:
- Duplicate the template to your Notion workspace by clicking the "Duplicate" button in the upper right corner.
- Customize the template categories to suit your trading style and preferences.
- Begin logging trades, noting strategy effectiveness, and tracking market analysis.
Overview Section
- Review Period: Specify the time frame of the review (e.g., monthly, quarterly).
- Objective Summary: Brief overview of trading goals for the period.
Performance Metrics
- Profit/Loss: Total profit or loss in the period.
- Win/Loss Ratio: The ratio of winning trades to losing trades.
- Average Win/Average Loss: Average size of wins versus losses.
- Best & Worst Trade: Analysis of the most and least successful trades.
- Expected Return: Expected return based on the risk-reward ratio of the trades.
Strategy Assessment
- Strategy Adherence: How well were the trading strategies followed?
- Strategy Effectiveness: Evaluation of the strategies used during the period.
- Adjustments Needed: Any changes required to improve strategy effectiveness.
Risk Management Review
- Risk Compliance: Adherence to predefined risk management rules.
- Risk Tolerance Alignment: How the executed trades align with your risk tolerance.
- Capital Preservation: Effectiveness of the approach in preserving trading capital.
Psychological Aspects
- Emotional Control: Assessment of emotional discipline during trading.
- Decision-making Process: Evaluation of the decision-making process under stress.
- Improvement Plan: Strategies to improve emotional control and decision-making.
Learning and Development
- Key Lessons Learned: Important takeaways from the review period.
- Educational Actions Taken: Any trading-related education or training undertaken.
- Future Learning Goals: Areas for further education and skill development.
Goal Setting for Next Period
- Performance Goals: Set specific performance goals for the next period.
- Strategy Enhancement Goals: Identify areas for strategic improvement.
- Personal Development Goals: Set personal growth and learning objectives.
Additional Notes
- Space for any other observations, insights, or reflections not covered in the above sections.
Complete Data Set
| Review ID | Period | Date | Objective Summary | Profit / Loss | Win/Loss Ratio | Average Win | Average Loss | Best Win | Worst Loss | Strategy Adherence | Strategy Effectiveness | Adjustment Needed? | Risk Compliant | Risk Tolerance Alignment | Capital Preservation | Emotional Control | Decision Making Process | Improvement Plan | Key Lessons Learned | Educational Actions | Future Learning Goals | Performance Goals | Strategy Enhancement Goals | Personal Development Goals | Additional Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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