Monthly Trading Review & Goal-Setting One-Pager

A static, one-page monthly review focused on process, not just P&L — what you stuck to, what you drifted from, and what you're changing next month. Fill it out once a month, away from any live position.

Monthly Review

Month: Trader/Account: Review date:

1. Process Adherence

Did I follow my written trading plan's entry rules this month?

Did I follow my exit rules (stop-loss and target) as written?

Did I stay within my max risk per trade and daily loss limit all month?

Number of days I broke a written rule this month:

2. What Worked

Setup or condition that performed best this month:

A decision I made this month I want to repeat:

3. What Didn't Work

Setup or condition that underperformed:

Recurring mistake I noticed more than once:

4. Root Cause

Was the underperformance a rule problem or an execution problem?

What was happening outside trading that affected my discipline (sleep, stress, schedule)?

5. One Change for Next Month

The single rule or habit I'm changing:

How I'll know if the change is working by next review:

6. Next Month's Goals

One process goal (about behavior, not P&L):

One learning or skill goal:

I am not setting a dollar-profit goal I can't control the timing of

Notes

How to use this template

This is a qualitative process review, not a P&L or win-rate scorecard — it's meant to answer whether you traded the plan you actually wrote, not just what the month's number came out to.
Fill it out once a month, on a set date, away from any live position, then file it with the prior month's copy so you can spot repeating patterns over several months rather than judging any single month in isolation.
This template has no scoring and does not calculate anything from your trade data. If you want your weekly trade count, win rate, and P&L auto-generated into a printable card instead, see the related tool below.

Not financial advice: This template is an organizational aid only. It does not evaluate your specific strategy, account, or risk tolerance, and completing it is not a guarantee of any trading outcome. See our Terms of Service for full disclosures.