VaultCharts

Post-Trade Review Template — Learn From Every Closed Trade

A practical post-trade review checklist: thesis quality, execution, management, emotions, and one improvement. Pair with VaultCharts closed trade plans and guided journaling.

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Post-Trade Review Template

Do this after the trade is Closed — not while you are still managing it. Goal: separate process from outcome.

5-minute debrief

  1. Thesis — Was the idea A/B/C quality? Did HTF and LTF align?
  2. Plan — Did I write entry, stop, and targets before clicking?
  3. Execution — Early, on-time, or chased?
  4. Management — Followed rules, or emotion moved the stop/target?
  5. Result in R — Actual R vs planned R.
  6. One lesson — Single change for next similar setup.

Template

Symbol / setup: ___________
Grade (A/B/C): ___
Followed plan? Y / N
Entry quality (1–5): ___
Management quality (1–5): ___
Planned R → Actual R: ___ → ___
What I did well: ___________
What to fix next time: ___________
Screenshot / note link: ___________

Rules of thumb

  • A green trade with a broken plan is still a process loss.
  • A red trade that followed the plan is data — not a character flaw.
  • Review losers and winners; winners hide bad habits too.

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