Daily Trading Review Template: Six Questions and a Log
A one-page short review, a longer one for the days that went wrong, and a log that counts the days you followed your plan.
3 Nov 2026 · 4 min read
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A daily trading review is a short set of questions you answer at the end of a session, about what you did and whether it matched your rules, not about whether the day made money. This file has a one-page short version, a longer version for the days that went wrong, and a log that adds the answers up.
Download it
- Daily review template, Excel (.xlsx): Short and Long (each prints on one page), a daily Log and a Summary.
- Daily review template, .csv: the questions as a list, for pasting into any notes app or sheet.
No sign-up. Every question is plain text you can rewrite, so change them to match your own rules and models.
The short version
Six questions, written to be answered in a line each. The right-hand columns show what each answer turns into if you keep a journal: a question you can count is worth more than one you only read.
| Question | The journal field it becomes | What you can count |
|---|---|---|
| Did I trade only setups I had written down? | Followed my plan? (Yes or No) | Share of days or trades that followed the plan |
| Did I take the trades I had planned to take, and skip the ones I had planned to skip? | Planned trades taken, planned trades skipped | Misses and extras per week |
| Did I stay inside my risk per trade and my daily loss line? | Risk in money for each trade; day result | Largest risk against your limit; days near the loss line |
| Did I move or remove a stop? If so, why? | Stop moved? (Yes or No), reason | How often, and the result of those trades |
| What went best today, in one line? | Best thing today | Nothing. Read it back at the end of the week |
| What is the one thing I will do differently tomorrow? | One change for tomorrow | Whether the next day's record shows it |
None of the six asks whether you won. A day can follow every rule and lose, or break every rule and win, and the review is for telling those apart. The second kind is the one a profit figure hides.
The long version
Fifteen questions in seven groups: before the session, during it, risk, result, state, records and tomorrow. It is for the days that went wrong, a day you want to understand properly, or a weekly sit-down. It takes longer than a short version should, so use it when the short one raised something.
- Before the session: the plan, which setups were allowed, the limits for the day.
- During: trades taken against trades planned, the one you were least sure about, any stop moved or early close and what you told yourself at the time.
- Risk and result: whether every trade was risked as the rules say, how close the loss line came, the day's result in R and money, and which trade moved it.
- State and records: how you felt before, during and after, whether the last trade changed the next, and whether every trade is recorded.
- Tomorrow: what stays the same, and one change with a way to tell whether you made it.
The log
The Log sheet has one row a day: date, trades taken, result (in R or money, whichever you use), whether you followed your plan (Yes, Partly or No), and a line each for the best thing, the worst thing and one change. The Summary sheet counts the days logged, the days you followed your plan, the days you followed it in part, and the share of days that is. It is a count of your own answers, so it is only as honest as the answers.
Keeping it short enough to keep doing
- Answer straight after the last trade, while the reasons are fresh.
- Write what happened, not what you wish had happened. The review is for you.
- Delete a question you never learn anything from. A review you drop after two weeks gives you less than a shorter one you keep.
For the weekly rhythm that reads these days together, there is a weekly review template. For what to record on each trade, see what to write in a trading journal.
We're working on a free journal and a backtester, with no date yet. Today Trepeat is a trade copier for MT4, MT5 and cTrader, currently on demo accounts, and you can add notes, a grade and screenshots to any copied trade once it closes, with a calendar of your results.
That journal has no daily review, so this file is the review and your own record is the journal; see the journal documentation for what it records.
Written by the Trepeat team.