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⭐

Day Summary Note Template

🔎 Session Snapshot

Session Archetype:

  • Type 1 — Orderly Trend
  • Type 2 — High-Momentum Trend
  • Type 3 — Compression
  • Type 4 — Value / Balance

Market Posture:

→ ☐ Trending ☐ Rotational ☐ Compressed ☐ Transitional

Participation Quality:

→ ☐ Clean ☐ Mixed ☐ Thin / Deceptive

Primary Risk Today:

→ ☐ Overtrading
→ ☐ Fighting strength
→ ☐ Expecting follow-through that isn’t there
→ ☐ Forcing direction in balance

One Rule I Must Not Break Today:

→

Key Levels

  • 1
  • 2
  • 3
  • 4

1. Morning Thesis (Pre-Market)

A. Daily Context

  • Opening vs Yesterday’s Range:
  • Gap Size / Direction:
  • Overnight Structure (trend/balance/volatility):
  • Who should have initiative at the open + why:
  • Current dominant flow regime (expected):
    • ☐ Forced ☐ Discretionary ☐ Transition
      Key invalidation for this thesis:

B. Battle Plans (Market Intentions)

Buyers’ Intent

  • Must defend:
  • Must accomplish first:
  • First achievable target (ONH / IBH / prior high / VAH):

Sellers’ Intent

  • Must break/reclaim:
  • First failure condition:
  • First achievable target (ONL / IBL / prior low / VAL):

C. Primary Scenario (If/Then Logic)

If:
Then expect:
Structure confirming via (VWAP / EMAs / Delta / DOM behavior):

D. Failure Scenario (Alternate Path)

If:
Then:
Confirmation signal:

E. Key Levels

        • Additional structural levels:

        F. Session Archetype Bias (Tentative)

        Provisional Archetype:
        • □ Type 1 — Trend Day (Orderly / Cooperative)
        • □ Type 2 — Trend Day (High-Momentum / Disorderly)
        • □ Type 3 — Low-Energy / Low-Information (Compression)
        • □ Type 4 — Two-Sided / Value (Rotational Balance)
        • □ Undetermined / Transitional
        What this implies about the environment:
        • Directional pressure: ☐ Yes ☐ No ☐ Unclear
        • Information quality: ☐ High ☐ Mixed ☐ Low
        • Participation: ☐ Concentrated ☐ Broad ☐ Thin
        • Structure behavior: ☐ Developing ☐ Stable ☐ Repetitive
        Primary risk today:
        • ☐ Expecting follow-through that isn’t there
        • ☐ Fighting strength
        • ☐ Overtrading noise
        • ☐ Forcing direction in balance
        Guiding principle for today:
        Align behavior to conditions. Recognition before action.

        G. Notes / Risks / Special Considerations


            <br>

            2. Intraday Updates

            (Short clarifying blurbs — 1–2 sentences)
            • 07:30 Update:
            • 08:00 Update:
            • 09:00 Update:

            3. Trades Overview

            Individual trades are reviewed immediately after execution using the Per-Trade Review template and found in Journalytix.

            Trades List Screenshot:

            (paste Journalytix list)

            Daily 3-Minute Chart w/ Positions:

            (paste TradingView export)

            Optional One-Liner Notes per Trade:

            • 1 →
            • 2 →
            • 3 →
            • 4 →
            • 5 →
            • 6 →
            (Full detail goes into individual trade reviews.)

            4. End-of-Day Summary

            Stats

            • P/L:
            • Win Rate:
            • Profit Factor:
            • Expectancy Snapshot:

            Strengths (What worked)

            • □

            Weaknesses (What didn’t)

            • □

            Lessons Learned

            • □

            Adjustments for Tomorrow

            • □

            5. Reflection (Optional)

            Mindset / Discipline Notes


              Daily Review Add-On Question

              “Did any trades today show clear runner potential? If yes, how many and what structure supported it?”