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Trades and journal

Complete a weekly review

Review a week’s trades, journal notes, and generated summary in context.

A weekly review brings a period of trade activity and journal context together. The available summary depends on the records and review features enabled for your account.

Review a week

  1. Open Journal and choose its weekly review view or the week selector.
  2. Confirm the displayed start and end dates.
  3. Review the week’s trade results and saved daily notes.
  4. If an AI-generated review is available, read it as a summary of the selected data and check its evidence against the trade records.
  5. Save any follow-up notes in the journal.

If no review appears, check that the selected week contains trades and that weekly review preferences are enabled in Settings → Preferences. Generated summaries can be incomplete; they do not replace checking source trades. See Assistant reviews.

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