Review workflow: daily, weekly, monthly, quarterly

Trade journal bukan hanya tempat nyimpen trade. Itu hanya berguna kalau Anda review rutin, dan dari review itu Anda derive insight, terus Anda apply sebagai action rule, terus diukur minggu depan.

Tanpa review, journal Anda hanya database. Dengan review, Anda punya sistem yang improve dirinya sendiri.

[!WARNING] Review butuh waktu. Kalau Anda tidak mau alokasiin waktu ini, jangan harap journal Anda memberi value. Kuncinya bukan lama, konsisten.

Daily review (5 menit, di akhir sesi)

Lokasi: tab Trade Journal di dashboard.

Yang Anda cek:

1. Anda loss kenapa?, kalau ada trade loss, baca notes Anda. Apa yang Anda lakuin salah? Emotional state = Revenge? Mistake tag = Oversized?
2. Anda win karena apa?, kalau ada win, identifikasi kenapa. Setup match? Patience? Discipline?
3. Ada rule violation tidak?, kalau iya, kenapa Anda ngelanggar. Anda capek? FOMO? Plan belum jelas?
4. Emotion post-session, di Daily journal, isi emotional state (post). Calo Anda abis sesi? Frustrated? Energized?

Format entri 5-menit:

📊 4 trade hari ini: 2W / 2L (P&L +$180, +0.4R)
✅ Yang jalan:    Setup match. Patience bagus. Pre-market plan ok.
❌ Yang gak:      Trade ke-3 emosi Revenge setelah loss #1.
📏 Rule violation: Gak ada.
😌 Emotion post:  Frustrated (2 loss berturut).
🎯 Besok:        Stop trading setelah 1 loss. Re-evaluate jam 11 AM.

Kapan: di akhir sesi (15 menit setelah market close). Bukan 5 menit setelah trade terakhir, itu terlalu cepet, market masih bisa nge-trigger reversal.

[!TIP] Kalau Anda tidak sempet 5 menit, minimal 1 kalimat. Kalau tidak ada, Anda skip. Tapi targetin 5/5 hari kerja.

Weekly review (30 menit, weekend)

Lokasi: tab Analytics di dashboard.

Yang Anda analisis:

1. Equity curve, naik, turun, atau flat minggu ini?
2. Win rate minggu ini vs rata-rata Anda 30-trade terakhir
3. Model mana yang profit? Sort by P&L descending. Apakah top performer match ekspektasi Anda?
4. Mind game check, section Mind Game: emotional state ranking, mistake cost
5. Rule violation cost, berapa $ Anda kehilangan karena ngelanggar rule
6. Setup quality, apakah 8-10 masih outperform 1-3? Kalau flat, Anda ngerate terlalu generous.
7. R-multiple distribution, pile-up di 0-1R = cut profit dini. Pile-up di <-2R = catastrophic loss.

Template weekly review:

🗓️ Week of [date] — 14 trade, 8W / 6L, +$1,200, +0.6R/trade

📈 Equity:        up 4.2% (cumulative +12.8%)
🎯 Best model:    Stacked Imbalance Continuation (+$640, +1.8R avg)
🚫 Worst model:   Momentum Scalp 5m (-$340, -0.6R avg) → consider retire
😤 Worst emotion:  Revenge (-$420, -2.1R avg) — 2 trade dari Revenge
🛑 Rule violations: 3 trade, cost $680

📌 Action items next week:
  - [ ] Reduce Momentum Scalp ke 0.5% risk (was 2%)
  - [ ] Stop trading setelah 1 loss (tunggu 30 menit)
  - [ ] Fokus eksekusi Stacked Imbalance — itu best edge
  - [ ] Add checklist: setup quality minimum 7 untuk next 2 weeks

Kapan: Friday 4:00-5:00 PM ET (setelah RTH close, sebelum weekend dimulai). Kalau Anda di Indonesia, ini jam Sabtu pagi.

[!TIP] Jangan review sambil mikirin trade besok. Pisahin "review" vs "prep". Prep besok = pre-market journal. Review = murni lihat ke belakang.

Monthly review (1 jam, akhir bulan)

Lokasi: semua tab, full sweep.

Yang Anda analisis:

1. Monthly P&L, tab Analytics section 02
2. Calendar heatmap, identifikasi bad day clusters
3. Best/worst day / week / month, section Konsistensi
4. Strategy adjustment, apakah setup Anda berubah? Market regime shift?
5. Rule audit, list rule yang Anda set. Yang masih relevan? Yang perlu di-update?
6. Long-term chart review, equity curve 3 bulan terakhir. Trajectory naik, turun, atau datar?
7. Process metrics, not just P&L, rata-rata setup quality Anda naik? Discipline score naik? Mistake frequency turun?

Template monthly review (lebih panjang):

📅 Month of [Month Year] — 47 trade, 28W / 19L, +$3,800

📊 P&L vs Target:
  - Target:      +$4,000
  - Actual:      +$3,800
  - Variance:    -$200 (-5%) — close, tapi lo missed by sedikit
  - Net after fee + slippage: +$3,200

📈 Equity trajectory:  +6.2% bulan ini
  - Last 3 months:    +18.4% (consistency OK)
  - Last 6 months:    +34.1% (positive trend)

🧠 Behavioral data:
  - Best emotion:   Confident (avg +1.8R)
  - Worst emotion:  Revenge (avg -1.4R) — 5 trades
  - Top mistake:    Oversized (cost $890)
  - Rule violation: 8 trades, total cost $1,640
  - Setup quality trend: avg 6.8 (up dari 6.1 bulan lalu)
  - Discipline score trend: avg 7.2 (up dari 6.5)

🎯 Strategy review:
  - Top model:        Stacked Imbalance Cont (+$2,400) — keep
  - Mid model:        Big Trade Acceptance (+$1,200) — keep
  - Weak model:       Momentum Scalp (-$800) — pause, re-evaluate
  - New model?        Yes — consider "Failed Breakout" untuk diversification

📏 Rule audit:
  - "Max 2 loss per hari" — di-violasi 4x. Saran: tambah cooldown 30 menit.
  - "Setup quality min 7" — avg actual 6.8. Saran: stricter threshold.
  - "Stop after -2R daily" — di-violasi 1x. Stick to it.

🎯 Action items next month:
  - [ ] Pause Momentum Scalp, re-evaluate setelah 30 trade fresh test
  - [ ] Stricter setup quality threshold (min 7)
  - [ ] Tambah rule: "cooldown 30 menit setelah 1 loss"
  - [ ] Document 1 setup baru: Failed Breakout (Forward Test dulu)

Kapan: Last day of month, atau 1st of next month. Allocate 60-90 menit. Lakukan di tempat yang tenang, bukan di trading desk. Cafe, library, atau ruang meeting.

[!INFO] Monthly review bukan hanya angka. Anda ngapain kalau P&L naik tapi emosi Revenge / mistake cost juga naik? Itu "nempel" growth, long-term bakal stop. Process metrics + outcome metrics bareng.

Quarterly review (2-3 jam, end of quarter)

Lokasi: full audit + future planning.

Yang Anda analisis:

1. 90-day equity curve, trend. Naik 30% quarter ini bagus. Tapi WHY?
2. All models, retire model yang underperform, validate yang masih jalan
3. All accounts, Live vs Forward Test, performance comparison
4. Risk metrics, section Risk & statistics. Risk of Ruin trend, Kelly % trend
5. Behavioral trends, discipline score, setup quality, mistake frequency, improve atau decline?
6. Subscription ROI, Anda bayar Rp 1-2 juta. Berapa value yang Anda dapat? Worth it untuk di-renew?
7. Goals review, quarterly goal Anda apa? Tercapai?
8. Next quarter planning, goal baru, model baru, setup baru, rule baru

Template quarterly review:

🗓️ Q1 2026 Review — 142 trade, 84W / 58L, +$12,400

📈 90-day equity:    +22.4% (cumulative +34.1% YTD)
📉 Max drawdown:     -$1,800 (-7.2% from peak)
🎯 Goal achievement:  Goal: +$10K. Actual: +$12.4K. ✅

🧠 Process trends:
  - Setup quality:  6.1 (Jan) → 6.4 (Feb) → 6.8 (Mar) — improving
  - Discipline:    6.5 → 6.9 → 7.2 — improving
  - Mistake freq:   0.45 → 0.32 → 0.24 per trade — improving
  - Rule viol cost: $2.4K (Jan) → $1.6K (Feb) → $0.9K (Mar) — improving

💰 Subscription ROI:
  - Cost:           Rp 1,000,000 (Tape)
  - Estimated value: $12,400 P&L (lo gak trade tanpa journal — ini debatable)
  - Honest assess:  ROI susah diukur. Kalo lo ngerasa journal bantu improve = worth.
  - Decision:        RENEW ✅

📏 Rule audit & process changes:
  - ✅ Cooldown 30 menit — adopted & effective (mistake cost turun)
  - ✅ Stricter setup quality min 7 — fewer low-quality trade
  - ❌ Max 2 loss per hari — masih dilanggar. Tighten ke max 1 loss.

🎯 Q2 2026 goals:
  - [ ] Target: +$15,000 (compound)
  - [ ] Setup quality avg 7.5+
  - [ ] Try 1 model baru: Failed Breakout (Forward Test)
  - [ ] Reduce Max loss per hari to 1
  - [ ] Attend 1 live trading workshop

Kapan: Last day of quarter (Mar 31, Jun 30, Sep 30, Dec 31). Ini paling penting dari semua review karena:

• Data Anda cukup banyak (90+ trade)
• Anda bisa lihat trend, bukan single data point
• Anda bisa make strategic decisions (retire model, change strategy)

[!TIP] Review setiap 3 bulan minimum. Lebih sering = bagus. Kalau monthly review udah jalan, quarterly review jadi review of the monthly reviews. Anda hanya perlu lihat trend.

Ad-hoc reviews (kapan saja)

Kapanpun ada event signifikan yang tidak match plan, Anda bisa trigger ad-hoc review:

• ✅ Single trade loss > 3R → review trade itu sendiri, identify root cause
• ✅ Drawdown > 10% → stop trading, review 10-20 trade terakhir, find pattern
• ✅ Win streak > 10 → review, check for overconfidence bias
• ✅ Losing streak > 5 → pause 1-2 hari, review, identify pattern (might just be variance)
• ✅ Market regime change (FED pivot, major news) → review model performance under new regime

[!WARNING] Jangan trigger ad-hoc review setiap hari. Review = dedicated time, bukan scrolling Analytics sambil makan. Scheduled time = protected time.

Best practice

1. Calendar block review time, recurring calendar event. "Friday 4-5 PM: weekly review." Treat like client meeting.
2. Don't skip, even if busy, 5 menit minimum is better than skip
3. Action items harus spesifik, "trade better" bukan action item. "Setup quality min 7 next 2 weeks" itu action item.
4. Review the review, kalau Anda tidak apply action items, jangan hanya review. Action > insight.
5. Have a journal for the journal, simpen weekly/monthly review notes di notes app / doc / FlowJob notes. Trend over time = meta-learning.

Template files

Buat templates di notes app atau local file:

weekly-review-template.md:

# Week of [date]

## Trades

- Total: [N]
- Win: [N] / Loss: [N] / BE: [N]
- P&L: $[X]
- Avg R: [X]

## Equity

- This week: [+X%]
- All-time: [+X%]

## Best model

- [Model name] (+$X, +XR avg)

## Worst model

- [Model name] (-$X, -XR avg)

## Behavioral

- Best emotion: [X] (+XR avg)
- Worst emotion: [X] (-XR avg)
- Top mistake: [X] (cost $X)
- Rule violation cost: $X

## Action items

1. [Action 1]
2. [Action 2]
3. [Action 3]

monthly-review-template.md: [sama tapi lebih panjang, dengan goal tracking]

Simpen template-nya, copy-paste tiap minggu / bulan. Isi values dari Analytics. Compare dengan review sebelumnya untuk trend.