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Review your first trading day

Open a calendar day, verify its records, complete discipline answers, and save useful notes.

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Goal

What this article helps you do

Complete one repeatable post-session review.

Before you start

Before you start

  • At least one recorded trade or a manually created day.
Instructions

Follow these steps

  1. 1

    Open Calendar and select the date.

  2. 2

    Verify net P&L, logical trade count, contract count, and account context.

  3. 3

    Review each trade's setup, entry, exit, and plan adherence.

  4. 4

    Complete the Discipline questions.

  5. 5

    Write the context that cannot be captured by structured fields.

  6. 6

    Mark the journal complete.

Expected result

What you should see

The day shows a completed journal state and becomes available for later Analytics and AI Mentor review.
Troubleshooting

Common mistakes

  • Reviewing only P&L.
  • Changing setup tags between similar trades.
  • Writing vague notes that cannot be compared later.