Logging trades only becomes valuable when there is a review routine. Reviewing too rarely can hide important patterns; reviewing after every few trades can make you change rules because of statistical noise.
Daily review: execution and mistakes
At the end of the session, focus on completing data and reviewing execution quality: plan adherence, mistakes, context and any gap between planned and actual risk. You do not need to redesign the strategy every day.
Weekly review: operational patterns
A week can reveal clusters of mistakes, times, markets and strategies. It is a useful point to identify repeated behaviours and choose one clear priority for the following week.
Monthly review: metrics and evolution
With a larger sample you can compare expectancy, Profit Factor, drawdown, win rate, average R and grouped results. Keep displaying trade count so small groups are not mistaken for stable evidence.
Broader review: system changes
Structural changes to rules or strategies should be supported by more evidence than a single week. A quarterly review or a review after a defined block of trades can help decide what to keep, remove or investigate.
Five questions for every review
- What did I execute according to plan?
- Which mistakes are recurring?
- Which groups have enough data to compare?
- What changed versus the previous period?
- What single action do I want to measure next?