HUNTX
Capture the original reasoning
When you connect a provider, record the date, allocation, sizing rule and reason for the decision. Include the questions that remain unresolved. A short note written before the outcome is known is often more useful than a detailed explanation constructed later, because it preserves the assumptions you actually used.
Make observations comparable
Use the same fields at each review: relevant account changes, strategy activity, delivery exceptions and any departure from your original limits. Keep source records linked where available. Consistent fields make it easier to identify a pattern across several weeks without having to reconstruct the story from memory.
Write down changes
If you adjust sizing, pause copying or end a relationship, record what evidence led to that choice. Describe the expected effect and the date for the next review. This helps separate a planned adjustment from an impulsive response and makes it possible to evaluate whether your reasoning improved with additional information.
Keep the journal practical
The journal should be easy enough to maintain during ordinary use. A page of clear observations can be more useful than an elaborate template that is rarely completed. Review the fields periodically and remove anything that does not support a decision. Protect account identifiers and never include passwords or connector tokens in your notes.
Continue with our guide to reading provider performance without promises.
Reference: FCA explanation of copy trading.