Period reviews

Review performance by day, week, and month with stats, an equity curve, and reflection notes.

Period reviews aggregate your auto-synced trades into day, week, and month summaries so you can review how your process ran over each stretch. Every view shares the same layout — aggregated stats, an equity curve, and a reflection-notes editor — and differs only in how trades are grouped.

A monthly review — each trading day coloured by its P&L, with the month's totals above.

Choose a period view

Period reviews live in three sibling pages under the journal:

View	Grouping	Date label example
Daily	One calendar day, in your account timezone	22 Oct 2025
Weekly	One ISO week, Monday to Sunday	Week 42 - Oct 2025 (14 Oct - 20 Oct)
Monthly	One calendar month	October 2025

Each page opens in Table view by default. Use the view toggle in the action bar to switch to a Card carousel that steps through one period at a time, auto-focusing the current period. The toggle does not persist — the page resets to Table on reload, but your filters carry over.

Filter the list with the Date Range picker, the Journaled / Not Journaled status checkboxes, or the expandable search field. A period counts as Journaled once it has saved reflection notes — not based on individual trade notes.

Periods with zero trades still appear in the list with a $0.00 P&L and a 0% win rate. You can still open them and write notes.

Read the period table

The table lists every period with a running balance carried forward from the prior period.

Column	Content
Date	Period date or range
Starting Balance	Balance at period start (USD)
Ending Balance	Starting balance plus period P&L
P&L	Total P&L for the period, green when positive, red when negative
Performance	Sparkline of cumulative P&L through the period
Trades	Trade count, with a buys/sells breakdown on hover
Win Rate	Percentage, with a won/lost breakdown on hover
Last 5 Trades	Up to five win/loss badges, oldest to newest
Actions	Open the review, or share the period

Starting balance for the first period is your configured account starting balance; every later period starts from the prior period's ending balance. Where a balance cannot be calculated, the cell shows an em dash.

Open a period review

Click any table row or card to open the period review dialog. It gathers four parts for the selected day, week, or month: a statistics grid, an equity curve, a reflection-notes editor, and the full list of trades in that period.

Read the aggregated stats

The statistics grid summarises the period at a glance. All figures are computed from your auto-synced trades — nothing is entered by hand.

Card	Daily	Weekly / Monthly
Total P&L	Sum of trade P&L, green when at or above zero, red below	Same
Win Rate	Wins divided by total trades, with a W / L subtext	Same
Best	Best Trade (highest single trade P&L)	Best Day (highest daily P&L)
Worst	Worst Trade (lowest single trade P&L)	Worst Day (lowest daily P&L)

A period where wins exactly offset losses shows a $0.00 total in a neutral color rather than green or red. For the exact definitions behind win rate, expectancy, and profit factor, see the formulas reference.

These stats describe how a process ran over the period — discipline and consistency of execution. They are a record of what happened, not a forecast of future results.

Read the equity curve

The equity curve plots cumulative P&L across the period as an area chart. It renders green when the period's total P&L is at or above zero and red when it is below. The x-axis adapts to the view:

• Daily: one point per trade (Trade 1, Trade 2, ...).

• Weekly and Monthly: one point per day (Day 1, Day 2, ...).

Hover any point to see the identifier and the cumulative P&L at that step. The curve is hidden for periods with no trades.

Write reflection notes

The Review & Reflections editor is always available, even for periods with no trades. Notes are stored per period and sync across your devices. They are separate from trade data: writing a note never changes a trade, and trades themselves cannot be added, edited, or deleted here.

1

Open the editor

In a period review, click Write Review (or Edit Review if notes already exist). The section switches to edit mode.

2

Write your reflection

Use the rich-text toolbar for bold, italic, headings, lists, and links. The placeholder prompts you on how the period went, your key learnings, and what to focus on next.

3

Save

Click Save Notes. The section returns to view mode and the header badge switches from No notes to Documented. Closing the dialog without saving discards your changes.

Review the trades in a period

When the period has trades, the All Trades table lists each one — account, symbol, open time, side, amount, and P&L — paginated below the equity curve. Every row is auto-synced from your connected account, so past periods are read-only for trades. Open a row's journal icon to add per-trade notes; see Journaling a trade.

Share a period

Any period review can be shared as a read-only certificate link. The certificate is a live page rendered from your data — it shows the period's date, P&L, win rate, trade count, and start and end balance. It is a link, not a file: there is no PDF, image, or download.

1

Open the certificate

Click the Share button on a table row, card, or inside the period review.

2

Create the link

Confirm the certificate. Trada generates a read-only link that renders the period live for anyone who opens it.

A certificate link shows your real P&L and balances in USD to anyone who has it. Share it deliberately, and see Sharing for how to manage and revoke links.

When a period has no trades

If no trades exist for the selected period, the review hides the stats grid, equity curve, and trades table and shows a banner noting there were no trades that day, week, or month. The reflection editor stays available so you can still document the period. If a journal page has no data at all, an empty state prompts you to connect an account — see Connecting accounts.

Related

• Journaling a trade

• Sharing

• Formulas reference

• Conventions