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Monthly Review Template

(Completed once per month. Purpose: system integrity, not trade diagnosis.)

1. Monthly Performance Snapshot

(Aggregated from weekly reviews — not recalculated from memory.)
  • Total Trades:
  • Win Rate:
  • Profit Factor:
  • Expectancy (E[R]):
  • Net P/L:
  • Max Drawdown:
  • Best Week / Worst Week:
Numbers establish context. They do not justify change.

2. Strategy & Outcome Distribution (Aggregated)

By Playbook Strategy

  • Pullback in Strong Trend:
  • Key Level Rejection:
  • Breakout & Impulse Continuation:
  • Momentum Failure & Absorption:

By Trade Classification

  • Good Trade / Good Outcome:
  • Good Trade / Poor Outcome:
  • Poor Trade / Good Outcome:
  • Poor Trade / Poor Outcome:

By Exit Type

  • Target Hit:
  • Structural Failure:
  • Time-Based Exit:
  • Emotional Exit:
  • Rule-Based Scratch:
(Attach Journalytix monthly export if useful.)

3. Pattern Validation (Weekly → Monthly)

(Only patterns that appeared in multiple weekly reviews qualify.)

Execution Patterns

  • Persisting improvements:
  • Persisting degradations:
☐ Improved ☐ Degraded ☐ Stable
Evidence (weeks observed):

Discipline & Rule Adherence

  • Rules consistently respected:
  • Rules repeatedly violated:
Evidence (weeks observed):

Behavioral Patterns

  • Dominant recurring behavioral tags:
      • ☐ Fear ☐ Hesitation ☐ Impatience ☐ Over-management ☐ Discipline
  • Trend vs last month: ☐ Improving ☐ Stable ☐ Worsening
Evidence (weeks observed):

Playbook Expectancy Validation

  • Strategies that carried expectancy across weeks:
  • Strategies that leaked expectancy across weeks:
Notes:

4. Compounding Edges (Strengths to Preserve)

(Edges that repeated, not one-off wins.)

      5. Structural Leaks (Weaknesses to Contain)

      (Only recurring leaks qualify.)

          6. System Adjustments — Governance Gate

          (Adjustments are permitted only if supported by repeated weekly evidence.)

          Proposed Adjustments

          • ☐ Playbook criteria
          • ☐ Execution rules
          • ☐ Risk / sizing
          • ☐ Tagging schema
          • ☐ None — system held
          Description:

          Weekly Evidence Supporting Change:

          Decision:
          ☐ Approved for next month
          ☐ Deferred (insufficient evidence)
          ☐ Rejected (noise)

          7. Runner Protocol Review (If Applicable)

          • Trades tagged runner_potential:
          • Trades tagged runner_nopotential:
          • Avg MFE vs realized exit:
          • Structural conditions where runners appeared:
          Conclusion:
          ☐ Worth formalizing
          ☐ Monitor only
          ☐ Not supported — drop focus

          8. System Integrity Check

          • Creed → Rules → Execution → Review alignment:
              • ☐ Aligned ☐ Fraying ☐ Broken
          • Primary source of drag this month:
              • ☐ Execution
              ☐ Discipline
              ☐ Market regime
              ☐ None — acceptable variance

          9. One-Line Mandate for Next Month

          (Directional. Behavioral. Non-technical.)

          Monthly Close Rule

          Once this review is complete:
          • The month is closed
          • No retroactive trade review
          • No rule tinkering outside this structure
          The system moves forward intact.

          Usage Notes

          • Monthly review ratifies, it does not invent.
          • If a pattern didn’t survive weekly scrutiny, it doesn’t qualify.
          • Fewer changes = stronger system.
          • “No change” is a valid and often optimal outcome.