# Trading Journal Review Routine - Weekly, Monthly, Quarterly > A structured review routine turns journal data into actual trading improvement. Here is the exact process for weekly, monthly, and quarterly reviews. **Tags:** trading-journal, review, routine, weekly, monthly **URL:** https://traderjournal.app/trading-journal/trading-journal-review-routine --- # Trading Journal Review Routine - Weekly, Monthly, Quarterly Logging trades is the input. The review is the output - the part where data becomes insight and insight becomes behavioral change. Here is a structured routine for each review level. --- ## Weekly Review - 30-45 Minutes Run this every weekend, same time each week. **Step 1 - Complete any unfinished entries (5 min)** Before analyzing anything, make sure every trade from the week has at minimum a tag and a brief note. Missing entries corrupt your analysis. **Step 2 - Read through all this week's notes (10 min)** Flip through each trade and read what you wrote. Do not analyze yet - just read. You are looking for recurring phrases, repeated emotions, or patterns in your own words. "Hesitated at entry" appearing three times in a week is a pattern. Note it. **Step 3 - Check star rating distribution (5 min)** How many 4-5 star trades did you take vs 1-2 star trades? If more than 30% of your trades are below 3 stars, execution quality was poor this week. What caused it? **Step 4 - Look at the by-setup breakdown for the week (10 min)** Did your typical setups work this week? If not, is it strategy underperformance or market condition mismatch? Are there setups you took that are not normally part of your approach? **Step 5 - Set one focus for next week (5 min)** Based on what you found, name one specific thing to focus on next week. "Wait for the candle close before entering." "Do not trade after 2pm." "Only A and B grade setups." One specific commitment, not a general intention to "trade better." --- ## Monthly Review - 60-90 Minutes Run this at the end of each calendar month. **Step 1 - Pull the monthly stats (10 min)** In the Reports tab, set the date range to 30 days. Write down your key metrics: net P&L, win rate, profit factor, expectancy, total trades, max drawdown. **Step 2 - Compare to your 3-month average (10 min)** Are this month's metrics better or worse than your trailing average? Is win rate moving up, down, or flat? Is profit factor improving? **Step 3 - Review by-symbol performance (10 min)** Which pairs made money this month? Which lost? Any pair with two consecutive negative months deserves investigation. **Step 4 - Review hourly and day-of-week patterns (15 min)** Are there specific hours or days that consistently drag on results? Have these patterns been consistent over multiple months or is this month an outlier? **Step 5 - Review your worst five trades (15 min)** Open each of your five biggest losing trades. Read the notes. Look at any screenshots. Were these losses due to strategy failure (setup was valid but market moved against), execution error (you broke a rule), or low-quality entry (the setup was marginal)? **Step 6 - Set two or three monthly goals (10 min)** Based on the review, set specific, measurable goals for next month. "Achieve a profit factor above 1.3." "Reduce trades per day to under 6." "Take zero trades after 3pm." Goals tied to specific numbers from your journal data are more actionable than general intentions. --- ## Quarterly Review - 2-3 Hours Run this at the end of every quarter. **Step 1 - Pull 90-day stats and compare to prior quarter** How has your overall performance trended? Is each quarterly report better than the last, or have you plateaued? **Step 2 - Review your trading plan against current behavior** Re-read your written trading plan (if you have one). How closely did your trading this quarter match the plan? Which rules did you break most often? **Step 3 - Edge stability check** Filter for your core setup tags over the full 90 days. Is your win rate per setup stable? Is it declining? A declining profit factor on your primary setup is an edge degradation signal. **Step 4 - Strategy decisions** Based on the quarterly data, make any larger strategic decisions: pairs to add or remove, setup types to prioritize or eliminate, risk per trade to adjust. **Step 5 - Update your trading plan** Any rule changes that are supported by the quarterly data should go into your written plan. Document the evidence behind the change. --- All of this review is powered by the data your journal collects automatically. The better the data quality, the more useful these reviews become. Download Trader Journal at android.traderjournal.app or ios.traderjournal.app.