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Prepare a monthly review
Combine daily and weekly records into an account-aware monthly summary with a small number of next actions.
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What this article helps you do
Review the month without reducing it to one P&L number.
Before you start
- Daily journals and account rules are reasonably complete.
Follow these steps
- 1
Confirm the selected accounts and month.
- 2
Review net P&L, fees, trades, contracts, win rate, profit factor, drawdown, and account-rule status.
- 3
Compare setups, sessions, instruments, and directions with sample sizes.
- 4
Review recurring discipline answers and rule violations.
- 5
Compare recorded execution with relevant strategy research without mixing the datasets.
- 6
Choose one process to retain, one issue to investigate, and one measurable action for the next month.
What you should see
The monthly review links conclusions to exact days, trades, rules, and strategy versions.
Common mistakes
- Changing the entire plan based on one month.
- Combining accounts with different objectives without checking them separately.
- Treating a Backtest result as recorded account performance.