Review System
The Review System is Journalit's structure for turning messy trading experiences into repeatable learning. Instead of reviewing only when you feel motivated, you get a framework for looking at execution, behaviour, and performance at the right time horizon.
What the review system is really for
The goal is not to generate more notes. The goal is to create a feedback loop that improves decision-making over time.
Multi-Tier Review Framework
Reviews are split across different time horizons because different questions belong at different scales.
Daily Report Cards (DRCs)
Focus on preparation, execution, and reflection for a single trading day.
Weekly Reviews
Spot behavioural and execution patterns across multiple sessions.
Monthly Reviews
Assess larger performance trends, strategy behaviour, and directional progress.
Quarterly Reviews
Step back far enough to judge whether your process is really evolving.
Yearly Reviews
Review the full year as one system rather than as disconnected months.
Each review type can be customised with the Layout Builder, so the structure can match your trading style instead of forcing you into a generic routine.
Layout Builder
The Layout Builder is the engine behind the Review System. It is not just a visual editor. It defines the repeated structure of your review workflow.
Rule of thumb
If your reviews feel inconsistent, the fix is usually a better template, not more willpower.
Define sections
Choose what appears in each review note and in what order.
Choose widgets
Decide which data views, prompts, and evidence blocks matter for that timeframe.
Standardise quality
Make sure your review process does not depend on memory or mood.
Access the Layout Builder from the command palette with Ctrl+P and search for
Open Layout Builder, or open it from Home View quick links.
Related page
For the full walkthrough on templates, widgets, and sharing, see Layout Builder documentation.
Daily Report Cards
DRCs are your daily trading reality check. Each trading day gets its own note with focused sections for preparation, execution, and review.
Preparation Tab
This is where you prepare before the session starts instead of improvising once price starts moving.
Previous-day goals
Yesterday's goals carry forward automatically so follow-through is visible.
Previous DRC context
Show selected sections from the previous trading day's DRC so yesterday's plan, forecast, or screenshots stay visible during today's preparation.
Pre-trade checklist
Use a customisable checklist to verify readiness before trading.
Market forecast
Capture your multi-timeframe read with screenshots and context.
Bias and key levels
Document your directional bias, edit current support and resistance inline, and see inherited weekly or monthly levels where relevant.
Level importance
Label levels as High, Medium, or Low importance to avoid flattening everything into the same priority.
Trades Tab
This is the day-level reality dashboard for what actually happened.
Performance charts
Track P&L, combined drawdown, and directional drawdown visually during the day or in later review.
Trade statistics
See live day-level metrics and drawdown stats rather than waiting for larger review cycles.
Account visibility
Multi-account reviews can show account labels and account breakdowns so each trade's source is clear.
Direct trade access
Jump from the DRC into the detailed note for any trade immediately.
Review Tab
This is where the day gets turned into something useful.
Process-based grading
Grade execution and psychology separately using A/B/C rather than confusing good process with random outcomes.
Missed trades analysis
Record the setups you should have taken and why they were missed.
Backtest trade coverage
Include backtest trades in review notes when you want simulated or replay work documented beside live execution review.
Key events from the DRC
Add market news or key events from the DRC while saving them into the weekly review source of truth.
Session mistakes widget
Track repeated mistakes once at the session level, which is especially useful for high-frequency or scalping days.
Review questions
Use custom prompts to force deeper reflection instead of vague end-of-day summaries.
Tomorrow's goals
Create explicit follow-up goals that appear in the next day's preparation workflow.
Previous trading day context
Pull selected sections from the prior DRC into the current one, including markdown and image widgets in their original order.
Review context fields are separate from custom trade fields. They are designed for planning and reflection values such as bias, focus, intent, or mistakes to avoid. Higher-timeframe values can be inherited into lower-timeframe notes as read-only context, while the current note keeps its own editable values.
Weekly Reviews
Weekly reviews help you recognise behaviour across multiple sessions instead of obsessing over one day in isolation.
Recurring mistakes or successes
See which patterns repeated often enough to matter.
Daily Reviews by Weekday
Pull selected DRC sections into the weekly review by weekday, either as cards or accordions.
Day-of-week behaviour
Notice whether certain weekdays consistently support or hurt performance.
Process consistency
Review whether your rules were followed across the whole week, not just on your best day.
Weekly checklist
Use a repeatable weekly preparation checklist for planning before the trading week begins.
Progress toward weekly goals
Measure follow-through instead of relying on memory or intention.
The weekly review aggregates DRC data and can be filtered by account if you want to assess specific accounts separately. Weekly reviews can also hold their own key levels, which appear as inherited context inside DRCs. Monthly key levels can appear in both weekly reviews and DRCs, so higher-timeframe structure stays visible without duplicating it manually.
Review Filters
Review notes support the same broader filtering approach used across Journalit.
Account filters
Scope review data to specific accounts when you want to isolate one account or compare a subset.
Custom field filters
Filter review-note trade data by custom field values for dropdown and multiselect fields.
Multi-currency review values
Supported mixed-currency review stats and charts convert into your configured base currency, with tooltip context for the conversion source.
Why it matters
This makes review notes more useful when your process depends on structured context like setup variants, execution labels, or other custom trade metadata.
Review statistic widgets can also show previous-period comparison rows where the selected review horizon has a meaningful prior period. This gives weekly, monthly, quarterly, and yearly reviews enough context to show whether a metric is standing out or simply following the recent baseline.
Custom field filter scope
Review-note custom field filtering supports dropdown and
multi-select fields.
Event Context
Key event widgets help you document market context without retyping the same release notes every week.
Default event notes
Save reusable notes for recurring events such as CPI, FOMC, NFP, or earnings cycles in Customisation settings.
Per-review edits
After adding an event to a review, edit the event card when that specific week needs different context.
Fast scanning
Event colours and concise notes make catalyst-heavy weeks easier to review later.
Trade-Type-Aware Review Workflows
Review templates can also account for trades that are not standard live executions.
Missed Trades widget
Show missed opportunities directly inside Daily and Weekly review notes instead of tracking them in separate mental notes.
Backtest Trades widget
List backtest trades inside review notes across DRC, Weekly, Monthly, Quarterly, and Yearly workflows when replay and simulation work matter to your process.
Trade-note review visibility
Review sections can also be shown on missed trade notes and backtest trade notes when you want the same structured reflection outside regular live trades.
Monthly Reviews
Monthly reviews are for strategic analysis rather than day-to-day emotional noise.
Performance trends
Judge whether the month was genuinely strong, weak, or simply noisy.
Market-condition impact
See how your trading behaved under the month's dominant conditions.
Strategy effectiveness
Assess whether your current approach is still producing the results it should.
Goal progress and adjustment
Review whether your targets still make sense or need to change.
Monthly reviews also connect back to weekly reviews, which gives you hierarchy instead of isolated snapshots.
Quarterly Reviews
Quarterly reviews are where you step far enough back to evaluate the actual trajectory of your trading.
Meaningful timeframe assessment
Judge whether your trading approach is working over a period that matters.
Seasonal patterns
Spot shifts in behaviour or performance across changing market environments.
Annual goal progress
Review whether the quarter moved you materially closer to the year you are trying to build.
Strategic adjustment
Decide what needs changing before the next quarter compounds the same mistakes.
Yearly Reviews
Yearly reviews are your annual performance analysis at full scale.
Assess total growth
Look at how you evolved as a trader across the full year.
Identify what worked
Separate habits and strategies worth keeping from those that quietly drained performance.
Set next-year direction
Turn the year-end review into concrete priorities for the next cycle.
Compare year over year
Measure whether your system is actually compounding or just changing shape.
Getting started
Journalit includes a built-in end-of-year reflection template called Detailed Yearly, which gives you a strong starting point for a thorough annual review.
Trade Review Status
Beyond periodic reviews, you can also mark individual trades as reviewed.
No trade gets lost
Important trades do not slip through the cracks when review status is visible.
Timestamped review history
Journalit records when the trade was marked reviewed so your analysis habit stays accountable.
Home View support
The Unreviewed Trades widget helps you keep up with trades that still need attention.
Continuous Improvement Loop
The review system works best as a loop rather than a stack of disconnected note pages.
Goals carry forward
Tomorrow's goals become future reminders, which builds accountability across sessions.
Evidence reduces hindsight bias
Screenshots and structured prompts make it harder to rewrite what happened after the fact.
Process stays separate from luck
The system encourages you to judge execution quality rather than confusing good or bad outcomes with skill.
Questions evolve with you
As your trading changes, your review prompts should change too. The system is built for that.
Everything stays linked
Move smoothly between daily, weekly, monthly, quarterly, and yearly reviews without losing context.
Practical advice
Start with the default templates and adjust them as you learn what actually helps your review quality. It is easier to remove noise than to invent a perfect system from scratch.
Related page
See the Settings documentation for customisation details covering review questions, checklists, and recurring goals.