Setting Up Your Weekly Review Workflow

You’ve run screeners, placed trades, watched setups unfold. Now what?

The best traders don’t just plan, they review.
A consistent weekly review helps you:

• Track what’s working
• Spot patterns in your decision-making
• Refine your setups and rules
• Build confidence over time

This chapter gives you a simple, repeatable Weekly Review Template using TradingView (and optionally, Google Sheets or Notion).

When to Do It

Pick a fixed weekly time. Example:

• Every Saturday morning
• Or Friday post-market

Set it on your calendar. Make it a habit.

Weekly Review Workflow (30–45 mins total)

1. Replay 2–3 Key Trades Using TradingView

Use Bar Replay Mode to go candle-by-candle:

• What setup did you spot?
• When did you enter?
• Did you follow your rules or rush in early?
• Where did you exit and why?

You’ll spot patterns in your timing, risk, and emotions faster than any spreadsheet can show you.

2. Screenshot & Log Trade Outcomes

Create a simple journal format:

Attach chart screenshots using:

• TradingView’s 📷 camera icon
• Or download & paste into Notion / Google Docs

If you don’t journal, you’ll forget why you took a trade and won’t learn from it.

3. Review Screener Performance

Open your saved screeners (e.g., “Swing Breakouts”):

• Did any of those stocks perform well?
• Were alerts triggered at the right levels?
• Did your criteria filter out quality setups or miss them?

If a filter missed a big winner, tweak your logic slightly.

4. Update Watchlist for the Week Ahead

Remove stale stocks
Add fresh candidates from:

• Weekly gainers/losers
• Sector momentum (e.g., NIFTYIT, BANKNIFTY)
• Your updated screeners
• News/fundamental events

Save the new list as: “Week 33 Watchlist” (or similar)

5. Reflect Briefly (But Honestly)

Ask yourself:

• Did I follow my system this week?
• Did I overtrade or hesitate?
• Was my best trade based on logic or luck?
• What 1 habit will I improve next week?

Write just 3–5 bullet points. The goal isn’t to be perfect; it’s to stay intentional.

Optional Tools to Streamline This

To Sum Up

A weekly review closes the loop between strategy and self-awareness.
Without it, you’re just reacting. With it, you’re building a system that evolves with you.

No one gets it right every week. But the traders who review, reflect, and refine?
They get better every week.