HUNTX
Give the review a schedule
A review works best when it has a predictable place in your week. Choose a time when you can read the evidence without the pressure of an active decision. The purpose is to understand what happened and whether your process needs adjustment, rather than to explain every market movement after the fact.
Separate facts from interpretations
Start with observable information: entries, position sizes, exits, account changes and operational incidents. Put interpretations in a separate part of your notes. This distinction makes it easier to revisit a conclusion later and to identify which assumptions were supported by the records available at the time.
Review the process as well as the result
A profitable outcome can follow an inconsistent decision, and an unfavourable outcome can occur within a carefully considered plan. Check whether your allocation and pause conditions were followed. Look for repeated deviations instead of judging the entire process by the most recent transaction or by the largest number on the chart.
Choose one practical adjustment
Keep the next action specific and limited. You might improve the account checklist, add a missing field to your journal or clarify when a provider relationship should be reviewed. Record why the adjustment is useful and how you will evaluate it. Small, observable improvements are easier to assess than a complete change of approach after every session.
Continue with our guide to reading provider performance without promises.
Reference: FCA explanation of copy trading.