The day review
Every panel in the day-level evaluation layout.
The day layout
Day review is a grid of panels, so your arrangement may differ. These are the building blocks.
| Panel | What it gives you |
|---|---|
| Calendar | Pick the day, and see profit and loss per day at a glance |
| Trades | The round trips for the selected day, with row actions |
| Daily overview check-in | The day-level form you defined in Strategy |
| Passes today | The trades you decided not to take |
| Day-scoped rules | Verdicts for rules evaluated per day |
| Rule breaks | Which rules failed, with actual against expected values |
| Daily P&L progression | How the day unfolded, not just where it ended |
| Notes | What you wrote, in and around the session |
| Todos | Follow-ups, with priorities and due dates |
| Time machine | A scrubber across the day's events |
| Trade details | The facts of the selected trade |
| Charts | Session charts per symbol with your entries and exits marked |
Start with the progression chart and the rule breaks rather than the total. The total tells you the outcome. The progression tells you the shape, and shape is where behavior shows: the day that was fine until you gave it all back after lunch looks identical to a flat day if you only read the final number.
The trades table
The trades table lists the round trips for the day: symbol, account, entry and exit times, prices, size, and profit and loss.
Row actions:
- Replay opens the synchronized replay of that trade.
- Review opens the trade review form.
Selection actions, once you have selected rows:
- Share sends the selected trades to a partner or cohort group.
- Tag All applies tags to the selection.
- Delete removes the selected trades, after confirming.
- Exclude from scoring takes the trades out of scoring while keeping them in your record.
A warning about Delete. Deleting removes the executions from your trade log, which changes every statistic that has ever been calculated from them. It is the right action for a genuine data problem: a duplicated import, rows from an account that is not yours, a broker file with corrupted values. It is the wrong action for a session you would rather not have had. For that, use Exclude from scoring, which is described later in this chapter and is designed exactly for the honest version of the same wish.
Passes and rule verdicts
Passes today lists the setups you decided not to trade, from the pass check-in you pressed in Rigor. When there are none it says No pass decisions logged.
Read the passes before the trades. They are the only record of discipline that produced no transaction, and on a good day they are the most important thing on the screen.
Day-scoped rules shows the verdicts for rules evaluated once per day: daily loss limits, trade counts, losing streak limits.
Rule breaks goes further. Expand a rule and you get each break with the Actual value, the Expected value, the Rule variables involved, and the rule type. Open trade in evaluator jumps to the trade that caused it. The hint on the panel says it directly: expand a rule, then click a break to open the trade with actual and expected values.
When the panel says No rule breaks recorded in the scoring ledger yet, either nothing broke or analytics have not been refreshed since your last import. See the Data chapter.
Daily overview and sharing the day
The daily overview widget shows the check-in you marked with the daily overview usage, for the selected day. It is the one form you should fill every session, and it is the natural place for the questions you would otherwise never ask yourself: what was the day actually about, what would you repeat, what will you do differently tomorrow.
Alongside it, Share day sends the whole session to a partner or cohort group. A shared day carries the day summary, the check-in, the trade list, and the cumulative progression, and it opens in the review board for the recipient. See the Sharing chapter.
Sharing a day you are ashamed of is the single highest value action available in this product, and the one you will least want to take.
Time machine
The time machine is a scrubber across the day. Moving it moves the rest of the panels to that point in time, so you can walk the session forward and see the state as it was.
There is a compact version for tighter layouts.
Use it when you cannot work out how a day went wrong. Reading a day as a set of finished trades hides the sequence, and sequence is usually the answer: the second trade was a reaction to the first, the fourth was a reaction to the third, and by the fifth you were no longer trading a setup.