Set up your account
Create or select the trading account you want to review. Keeping accounts separate makes their rules and performance easier to understand.
How Tradeloggy works
A simple record, followed by a better review.
There’s no complicated system to learn. Keep the trade history complete, come back to it with context, and use enough evidence before changing the way you trade.
Record the trade
Capture the execution, planned risk, setup, notes and the context that mattered when you made the decision.
Record what you missed
If you saw a setup and didn’t take it, record that too. A missed trade can say something about preparation, patience or discipline without changing your actual performance.
Come back after the trade
Review the completed trade with the original plan beside the result. Ask whether the process was followed before judging the outcome.
Look at the history
Use analytics to compare performance, risk, setups, sessions and other available information. Look for repeated patterns instead of reacting to one result.
Review behaviour
Use notes and psychology tools to look at hesitation, overtrading, revenge trading, discipline and other behaviours that may appear more than once.
Change one thing
When your records give you enough evidence, make a practical adjustment. Then keep recording so you can see whether the change actually made a difference.
A useful trade record should answer a few basic questions
What happened?
The instrument, timing, execution, result and other facts.
Why did I take it?
The setup, plan, market context and reason for the decision.
How did I manage it?
The risk, position size, stop loss, exit and behaviour during the trade.
What do I take from it?
What to repeat, what to avoid and what still needs more evidence.