Weekly Trading Review: A Template With Ten Questions and the Numbers
Ten questions for the week, each next to the figure it is about, so the answer starts from your record and not from how the week felt.
3 Nov 2026 · 5 min read
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A weekly trading review reads the week as one set of trades instead of five separate days. This template has ten questions, and each one sits beside the figure it is about, so the answer starts from your own record and not from how the week felt.
Download it
- Weekly review template, Excel (.xlsx): a Trades sheet, a Week sheet that works out the figures between two dates, and the ten questions.
- Weekly review template, .csv: the ten questions as a list, without the formulas.
No sign-up. It needs Excel 2019 or later, Google Sheets or LibreOffice (it uses MINIFS and MAXIFS). If you keep the trading journal template, copy its columns across and the weekly sheet reads them.
How the sheet works
- Trades sheet. One row for each closed trade: date, symbol, model, risk, result, and whether you followed your plan. R multiple is worked out for you, from the result divided by the risk.
- Week sheet. Type the first and last day of the week. It counts the trades closed between those dates and works out win rate, average win and loss, expectancy, profit factor, total R, largest win and loss, and the plan-followed split. Two optional cells take your own weekly loss line and your usual number of trades.
- Questions sheet. The ten questions, each beside the number it is about, with a cell for your answer.
The ten questions, and the number behind each
| # | Question | The number it is about | How it is worked out |
|---|---|---|---|
| 1 | Was the week's average trade above or below zero, and over how many trades? | Expectancy per trade (R) | Total R of the week's trades divided by how many closed |
| 2 | Did the win rate or the size of wins and losses carry the week? | Win rate | Wins divided by trades, read beside the average win and average loss |
| 3 | What does the profit factor hide when there are only a few trades? | Profit factor in R | Winning R divided by losing R, blank until there is a loss |
| 4 | Was the largest loss the loss I had planned for, or bigger? What made it bigger? | Largest loss (R) | The lowest R multiple among the week's trades |
| 5 | How many trades broke my plan, and what did I tell myself at the time? | Trades that broke my plan | A count of rows marked No under Followed my plan |
| 6 | What did the trades that followed my plan add up to, compared with those that did not? | Total R when I followed it | Sum of R for rows marked Yes, beside the sum for rows marked No |
| 7 | Which model produced most of the week, and is that the model or the market it met? | The by-model table | Trades and total R for each model label you type |
| 8 | How much of my weekly loss line did I use, and did the week feel that way? | Share of loss line used | The week's loss in R divided by the line you typed; blank unless the week is below zero |
| 9 | Did I trade more or less than usual, and why? | Trades against a usual week | Trades closed divided by the usual number you typed |
| 10 | What is the one change for next week, and which number will show me whether it worked? | Set it now | Choose the figure above to check next Sunday |
Nine of the ten point at a figure on the sheet. The last asks you to pick the figure you will check next week, so the review ends by setting its own test. Rewrite any question so it fits your own rules and models.
What a week can and cannot tell you
- It is a small sample. A week may hold a handful of trades, and one more result can change the sign of the average. Read the figures as a prompt for the questions, not as a verdict. The guide on expectancy says more about how much one figure can carry.
- Dates matter. The Week sheet counts trades by the date you typed in the closed column. A trade closed after midnight your time belongs to the next day, so decide which clock you use and keep to it.
- Compare weeks to each other. One week is hard to read alone. Keep the figures from each week in a row of your own, and look at the run of them.
A routine that fits in a short sitting
- Paste the week's trades into the Trades sheet and check every row has a risk and a result.
- Type the two dates and read the Week sheet before you read any chart.
- Answer the questions in writing. A question you skip every week is one to rewrite or delete.
- Finish with question ten, so next week has something specific to check.
The same rhythm at a smaller scale is in the daily review template.
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 does not calculate expectancy or profit factor today, so this file does it from your own rows; see the journal documentation for what it records.
Written by the Trepeat team.