Post-trade review template for traders

A trade result is not enough. The review should show whether the trader followed the plan, respected risk, managed emotion, and stopped when the rules said to stop.

Outcome questions

• What was the realized result?
• Was the result inside the planned risk?
• Did the result change the trader's next decision?

Process questions

• Was the setup valid before entry?
• Was risk defined before execution?
• Did the trader follow the planned exit?
• Did emotion change the trade?

Start the review by writing what the trade was supposed to be before the market, alert, or P/L pressure started changing the trader's thinking.

Plan fields

• Allowed setup.
• Entry condition.
• Invalidation point.
• Planned stop.
• Planned target or exit rule.
• Planned size.

This creates the baseline. Without the baseline, the trader cannot tell whether the trade followed the plan or whether the plan was rewritten in real time.

The useful part of the review is the gap. Planned versus actual behavior shows where discipline held and where it weakened.

Execution comparison

• Planned entry versus actual entry.
• Planned size versus actual size.
• Planned stop versus actual stop.
• Planned exit versus actual exit.
• Planned trade count versus actual trade count.

What to flag

Flag any change caused by fear, frustration, FOMO, boredom, overconfidence, or the need to recover from a previous trade. Those are behavior signals, not just trade notes.

Post-trade review should record the trader, not just the trade. Emotion is part of execution context, especially after losses, missed moves, alert overload, or repeated entries.

Useful emotional tags

• Calm, focused, or patient.
• Rushed, pressured, or impatient.
• Frustrated, angry, or revenge-focused.
• Bored, euphoric, or overconfident.
• Fatigued, distracted, or unclear.

These tags are not labels for the trader. They are data points for the next review. If most rule breaks happen when the trader is rushed, the next rule should address rushed execution.

A review that ends with "be more disciplined" is too vague. The output should be a specific rule, prompt, cooldown, lock condition, or journal requirement.

Better corrective actions

• If two losses happen, trigger a cooldown before the next trade.
• If max trade count is reached, switch to review mode.
• If a trade is tagged revenge-focused, require a journal entry before any reset.
• If alerts fire repeatedly, wait for confirmation instead of reacting immediately.
• If a daily loss limit is reached, stop the session.

The correction should be clear enough to follow under pressure. If the rule only makes sense after the session, it is probably not strong enough.

SignalShield connects post-trade review to the discipline workflow around it: execution logging, TradingView alert context, Discord notifications, cooldown rules, lock rules, journal-only review, and Shield Score.

The goal is structured accountability. SignalShield does not provide financial advice or guarantee trading outcomes. It helps traders record behavior and connect repeated patterns to clearer rules.