> 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 calendar with each trading day coloured by profit or loss

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)