# Quarterly and Annual Trading Reviews

> Long term consistency requires long term review. Learn how to perform quarterly and annual trading audits.

**Tags:** annual-review, quarterly-review, long-term-growth, statistics
**URL:** https://traderjournal.app/trade-reviews/quarterly-and-annual-trading-reviews

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# Quarterly and Annual Trading Reviews

Professional fund managers evaluate their performance on a quarterly and annual basis. Retail traders should do the same. These long-term reviews help you filter out short-term market noise and evaluate the viability of your trading career.

Here is how to perform a comprehensive quarterly and annual trading review.

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## The Quarterly Review (Every 3 Months)

Evaluate your strategy's performance across different market phases:
- Was the market trending or ranging this quarter?
- How did your strategy adapt to these shifts?
- Review your equity curve. Is it showing consistent growth, or is it highly volatile?

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## The Annual Review (Once a Year)

Your annual review is a deep audit of your progress:
- Compare your annual profit and loss against your goals.
- Look at your total trade count. Did you overtrade?
- Evaluate your emotional growth. Did you reduce the frequency of emotional errors over the year?

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## Updating Your Business Plan

Treat trading like a business. Use your annual review to set your capital allocation, risk budgets, and performance targets for the upcoming year.

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Trader Journal for MT4 and MT5 keeps your trade history secure and accessible, allowing you to review years of data in a few clicks.

Download it today at android.traderjournal.app or ios.traderjournal.app.