A post-trade routine turns a completed position into useful evidence. The goal is not to relive the chart or judge yourself by profit. It is to capture whether you followed your plan before hindsight changes the story.

The first two minutes: save the facts

Record the market, setup, entry, exit, planned risk, actual risk, and a screenshot. Write what was true when you entered, not what you know after the outcome. This is the foundation of a trading journal.

The next five minutes: grade execution

Answer four short questions:

  • Did the trade meet my setup criteria?
  • Was position size consistent with my plan?
  • Did I respect the stop and exit process?
  • Was I reacting to a previous win, loss, or missed move?

That final question makes emotional patterns visible. A green trade can still be poorly executed, while a planned loss can be a disciplined decision. If you notice urgency after a loss, review our definition of revenge trading.

End with one next action

Do not finish with a vague note such as “be more disciplined.” Write one observable rule: “After two losses, I will step away for 20 minutes” or “I will not increase size after a missed move.” PnL App is designed to keep those decisions alongside your trade data, so you can review whether a rule actually held.

Keep the deeper review for later

An immediate review captures context. A weekly review finds repetition. Use the immediate note to make your weekly trade review faster and more honest.