Plan and outcome
Record what was intended separately from what happened and whether the plan was followed.
Record the original thesis, planned and actual execution, result in R, adherence, mistakes, and notes in a journal that can be exported for review.
Use these concepts as explicit rules rather than changing them after seeing the outcome.
Record what was intended separately from what happened and whether the plan was followed.
Normalize outcomes by initial risk so trades with different prices and sizes can be compared.
Use stable setup and mistake categories so patterns can be aggregated later.
Record a trade as its plan was written, score it after the exit, and export the record.
| Date | Symbol | Setup | Direction | Result | Plan | Execution | Mistakes |
|---|
Capture enough information to reproduce the decision and diagnose execution without rewriting history.
Save context, setup, trigger, entry, invalidation, target, and management plan.
Record fills, changes, partial exits, and deviations while they are factual.
Store result in R, plan adherence, execution score, mistake tags, and notes.
Use a consistent review interval and preserve backups outside browser storage.
Thesis written as it was before the outcome, result in R, plan adherence, execution score, and a mistake tag wherever one applies. The simulated trade in Trade Management supplies this example.
Something to change about this lesson? Write it down, tick it off when it is handled, and export the list when you want to act on it. Kept in this browser only: nothing is sent anywhere, and nobody is notified.
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