> For the complete documentation index, see [llms.txt](https://docs.trada.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trada.io/journal/period-reviews.md).
# 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.
{% hint style="info" %}
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.
{% endhint %}
## 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](/reference/formulas.md).
{% hint style="info" %}
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.
{% endhint %}
## 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.
{% stepper %}
{% step %}
### Open the editor
In a period review, click **Write Review** (or **Edit Review** if notes already exist). The section switches to edit mode.
{% endstep %}
{% step %}
### 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.
{% endstep %}
{% step %}
### 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.
{% endstep %}
{% endstepper %}
## 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](/journal/journaling-a-trade.md).
## 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.
{% stepper %}
{% step %}
### Open the certificate
Click the **Share** button on a table row, card, or inside the period review.
{% endstep %}
{% step %}
### Create the link
Confirm the certificate. Trada generates a read-only link that renders the period live for anyone who opens it.
{% endstep %}
{% endstepper %}
{% hint style="warning" %}
A certificate link shows your real P\&L and balances in USD to anyone who has it. Share it deliberately, and see [Sharing](/sharing/sharing.md) for how to manage and revoke links.
{% endhint %}
## 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](/connecting-accounts/connecting-accounts.md).
## Related
* [Journaling a trade](/journal/journaling-a-trade.md)
* [Sharing](/sharing/sharing.md)
* [Formulas reference](/reference/formulas.md)
* [Conventions](/reference/conventions.md)
---
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