Templates
Templates
Journal Templates
Journal Templates
Journal Templates
Copy and paste the templates for your TradeZella notebook
Copy and paste the templates for your TradeZella notebook
Copy and paste the templates for your TradeZella notebook
Trade Notes
Trade Notes
Trade Recap
Trade Recap
Trade Recap
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Plan
What you were anticipating going into the trading day?
What actually happened at the end of the trading day?
Setup
Framework:
Confirmation:
Entry:
Management:
Reflection
What did you do correct in your trade execution?
What did you do wrong in your trade execution?
Were all rules of your strategy followed?
Improve
What is one thing you can improve on and bring into your next trade?
Plan
What you were anticipating going into the trading day?
What actually happened at the end of the trading day?
Setup
Framework:
Confirmation:
Entry:
Management:
Reflection
What did you do correct in your trade execution?
What did you do wrong in your trade execution?
Were all rules of your strategy followed?
Improve
What is one thing you can improve on and bring into your next trade?
Plan
What you were anticipating going into the trading day?
What actually happened at the end of the trading day?
Setup
Framework:
Confirmation:
Entry:
Management:
Reflection
What did you do correct in your trade execution?
What did you do wrong in your trade execution?
Were all rules of your strategy followed?
Improve
What is one thing you can improve on and bring into your next trade?
Sessions Recap
Sessions Recap
Weekly Review
Weekly Review
Weekly Review
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Follow the steps below to complete the weekly review
1: Address questions for any winning trades
2: Address questions for any losing trades
3: Address questions for overall performance
Winning trades
Is this a trade you would take again without knowing the outcome was a win?
Yes:
What would you improve with your execution on this trade?
How could you have managed this trade to increase the profit?
What can you do to repeat this type of trade in the future?
No:
Where did you deviate from your plan or approach and why?
How could this flawed win have been avoided in the future?
What specifically was done incorrectly in this trade despite the outcome?
Losing trades
Is this a trade you would take again without knowing the outcome was a loss?
Yes:
Was there any logical way to avoid this loss in the moment?
What specifically was done well in this trade despite the outcome?
Were emotions controlled after this losing trade was realized?
No:
Where did you deviate from your plan or approach and why?
What were the warning signs that led into this losing trade?
How did you respond to the outcome of this trade and did it impact following trades?
Overall performance
Is there a valid trade that you missed in the past week?
What was the reason for missing it and how can you get onside with a similar move in the future?
What did you do this week that you did not do last week and how did it impact the outcome?
Did you execute your process better this week in comparison to the previous week?
Did results from the previous week impact your mindset this week either positively or negatively?
What actions must be taken now to ensure improvement is made next week?
Did you notice any repeating mistakes which resulted in negative outcomes that you need to resolve?
What caused these poor decisions?
Why is it important to remove these mistakes?
What are the steps to avoid them going forward?
Follow the steps below to complete the weekly review
1: Address questions for any winning trades
2: Address questions for any losing trades
3: Address questions for overall performance
Winning trades
Is this a trade you would take again without knowing the outcome was a win?
Yes:
What would you improve with your execution on this trade?
How could you have managed this trade to increase the profit?
What can you do to repeat this type of trade in the future?
No:
Where did you deviate from your plan or approach and why?
How could this flawed win have been avoided in the future?
What specifically was done incorrectly in this trade despite the outcome?
Losing trades
Is this a trade you would take again without knowing the outcome was a loss?
Yes:
Was there any logical way to avoid this loss in the moment?
What specifically was done well in this trade despite the outcome?
Were emotions controlled after this losing trade was realized?
No:
Where did you deviate from your plan or approach and why?
What were the warning signs that led into this losing trade?
How did you respond to the outcome of this trade and did it impact following trades?
Overall performance
Is there a valid trade that you missed in the past week?
What was the reason for missing it and how can you get onside with a similar move in the future?
What did you do this week that you did not do last week and how did it impact the outcome?
Did you execute your process better this week in comparison to the previous week?
Did results from the previous week impact your mindset this week either positively or negatively?
What actions must be taken now to ensure improvement is made next week?
Did you notice any repeating mistakes which resulted in negative outcomes that you need to resolve?
What caused these poor decisions?
Why is it important to remove these mistakes?
What are the steps to avoid them going forward?
Follow the steps below to complete the weekly review
1: Address questions for any winning trades
2: Address questions for any losing trades
3: Address questions for overall performance
Winning trades
Is this a trade you would take again without knowing the outcome was a win?
Yes:
What would you improve with your execution on this trade?
How could you have managed this trade to increase the profit?
What can you do to repeat this type of trade in the future?
No:
Where did you deviate from your plan or approach and why?
How could this flawed win have been avoided in the future?
What specifically was done incorrectly in this trade despite the outcome?
Losing trades
Is this a trade you would take again without knowing the outcome was a loss?
Yes:
Was there any logical way to avoid this loss in the moment?
What specifically was done well in this trade despite the outcome?
Were emotions controlled after this losing trade was realized?
No:
Where did you deviate from your plan or approach and why?
What were the warning signs that led into this losing trade?
How did you respond to the outcome of this trade and did it impact following trades?
Overall performance
Is there a valid trade that you missed in the past week?
What was the reason for missing it and how can you get onside with a similar move in the future?
What did you do this week that you did not do last week and how did it impact the outcome?
Did you execute your process better this week in comparison to the previous week?
Did results from the previous week impact your mindset this week either positively or negatively?
What actions must be taken now to ensure improvement is made next week?
Did you notice any repeating mistakes which resulted in negative outcomes that you need to resolve?
What caused these poor decisions?
Why is it important to remove these mistakes?
What are the steps to avoid them going forward?
Session Recap
Session Recap
Performance Audit
Performance Audit
Performance Audit
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Complete in clearly sustained periods of winning, losing, or stagnation
Winning Period
What extent of an outlier was this period of winning as compared to your average performance?
What specifically changed in your execution, decision-making, or preparation during this period compared to your baseline?
Were results driven more by execution quality or favorable market conditions, and how can you objectively tell the difference?
What actions or rules did you follow more strictly that you have historically been inconsistent with?
Which of these actions are fully within your control and can be intentionally repeated in the future regardless of market conditions?
Losing Period
What patterns or behaviors emerged repeatedly during this period that were not present during profitable phases?
Did drawdown come from rule violations, poor trade selection, misaligned market conditions, or execution errors?
At what point did objective data first indicate that performance was deteriorating, and did you act on it?
What specific controls or constraints should have been applied earlier to limit damage?
What warning signs can you define now that will signal the start of a similar period in the future?
Stagnant Period
Are you executing valid trades under your system, or are you cycling through actions without meaningful intent?
Which parts of your process have become automatic but potentially unexamined?
Is stagnation coming from hesitation, overthinking, lack of engagement, or avoidance of discomfort?
What single constraint or focus would most likely force progression out of this phase?
If nothing changes, where does this trajectory realistically lead over the next three months?
Complete in clearly sustained periods of winning, losing, or stagnation
Winning Period
What extent of an outlier was this period of winning as compared to your average performance?
What specifically changed in your execution, decision-making, or preparation during this period compared to your baseline?
Were results driven more by execution quality or favorable market conditions, and how can you objectively tell the difference?
What actions or rules did you follow more strictly that you have historically been inconsistent with?
Which of these actions are fully within your control and can be intentionally repeated in the future regardless of market conditions?
Losing Period
What patterns or behaviors emerged repeatedly during this period that were not present during profitable phases?
Did drawdown come from rule violations, poor trade selection, misaligned market conditions, or execution errors?
At what point did objective data first indicate that performance was deteriorating, and did you act on it?
What specific controls or constraints should have been applied earlier to limit damage?
What warning signs can you define now that will signal the start of a similar period in the future?
Stagnant Period
Are you executing valid trades under your system, or are you cycling through actions without meaningful intent?
Which parts of your process have become automatic but potentially unexamined?
Is stagnation coming from hesitation, overthinking, lack of engagement, or avoidance of discomfort?
What single constraint or focus would most likely force progression out of this phase?
If nothing changes, where does this trajectory realistically lead over the next three months?
Complete in clearly sustained periods of winning, losing, or stagnation
Winning Period
What extent of an outlier was this period of winning as compared to your average performance?
What specifically changed in your execution, decision-making, or preparation during this period compared to your baseline?
Were results driven more by execution quality or favorable market conditions, and how can you objectively tell the difference?
What actions or rules did you follow more strictly that you have historically been inconsistent with?
Which of these actions are fully within your control and can be intentionally repeated in the future regardless of market conditions?
Losing Period
What patterns or behaviors emerged repeatedly during this period that were not present during profitable phases?
Did drawdown come from rule violations, poor trade selection, misaligned market conditions, or execution errors?
At what point did objective data first indicate that performance was deteriorating, and did you act on it?
What specific controls or constraints should have been applied earlier to limit damage?
What warning signs can you define now that will signal the start of a similar period in the future?
Stagnant Period
Are you executing valid trades under your system, or are you cycling through actions without meaningful intent?
Which parts of your process have become automatic but potentially unexamined?
Is stagnation coming from hesitation, overthinking, lack of engagement, or avoidance of discomfort?
What single constraint or focus would most likely force progression out of this phase?
If nothing changes, where does this trajectory realistically lead over the next three months?
The standard for trading education and guidance
2026 The Market Lens - All Rights Reserved
The standard for trading education and guidance
2026 The Market Lens - All Rights Reserved
The standard for trading education and guidance