What Is a Trade Review? Auditing the Process, Not the Profit

A trade review examines whether the plan was followed and separates a fixable process problem from ordinary variance. It judges decisions, not single-trade P&L.

MyTrade Academy
4 min read

A trade review is a structured examination of a trade or a set of trades that checks the process against the plan: whether the entry rule fired, the stop matched the invalidation, the size came from the risk budget, and the exit followed the rule. Its purpose is to separate a fixable process deviation from ordinary variance.

How it works

A review scores process, not profit: each trade is checked against the written rules before any conclusion about the strategy is drawn.

It looks for patterns across trades. One deviation is an event; the same deviation repeated is a process problem worth fixing.

Why it matters

Outcomes are noisy, so a review that judges by P&L cannot tell skill from luck or a process problem from a rough stretch.

A good review produces a finding about the process, which is the only part the trader controls and can fix.

A simple market example

After a losing week, a trader reviews each trade: every entry, stop, and size matched the plan, and the setups were reasonably diverse. The finding is that execution held, so the stretch looks more like ordinary variance than a process flaw.

Common mistakes

Judging each trade by profit or loss instead of by whether the plan was followed.

Concluding the strategy is broken from a single trade that followed the plan.

Frequently asked questions

Is a trade review the same as journaling?

They overlap. The journal is the record; the review is the structured examination of that record against the plan.

How often should I review?

There is no fixed cadence, but reviews must cover enough trades to see a pattern, not one trade at a time in isolation.

What makes a review useful?

It produces a finding about the process: what matched, what deviated, and whether the deviation repeats.

Educational content only. Definitions describe common market usage and may vary by jurisdiction, instrument, or institution.

See the concept in a real lesson

Lesson 35 uses real market events to show how this concept works in context.

Open Lesson 35