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12 matching articles
Best practices for reviewing a trading day
Separate result, setup, risk, execution, discipline, and one specific next action.
Open article →Best PracticesUse combined-account views carefully
Combine performance only when useful while keeping each account's rules, drawdown, and history separate.
Open article →Best PracticesCompare backtests with recorded results
Compare like-for-like strategy definitions, costs, sessions, and date ranges without merging data categories.
Open article →Best PracticesPrepare a weekly review
Summarize recurring setups, rule-following, account health, and next-week actions.
Open article →Best PracticesUse setup tags consistently
Create a small stable tag vocabulary so setup comparisons remain meaningful.
Open article →Best PracticesReview rule violations without losing context
Record the rule, evidence, result, and response instead of judging the trade only by P&L.
Open article →Best PracticesReview trailing drawdown correctly
Use the account's configured drawdown model, high-water mark, and provider rules instead of a generic balance threshold.
Open article →Best PracticesUse AI Mentor responsibly
Review evidence, sample size, filters, and limitations before changing a trading process.
Open article →Best PracticesInterpret sample size before calling something a pattern
Use the displayed sample and date range to judge whether a comparison is useful, incomplete, or overly broad.
Open article →Best PracticesInclude commissions and slippage in strategy review
Keep cost assumptions visible when comparing Backtesting with recorded execution.
Open article →Best PracticesOrganize strategy versions
Create a new version when rules or assumptions change so results remain traceable.
Open article →Best PracticesPrepare 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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