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Trade Recap

Purpose​

Trade Recap is the single-page summary for a specific trade. It brings together financials, psychology, rules, screenshots, and notes so you can review what actually happened after the trade is closed.

What Trade Recap Shows​

Financial and Risk Data​

  • Symbol, side (buy/sell), account
  • Entry and exit price, position size, duration
  • Planned and actual stop loss / take profit
  • P&L in currency and percentage
  • Risk and reward amounts, initial R:R, and actual R outcome

Psychology and Conviction​

  • Entry and exit emotions (you select from common options like Confident, Fear, FOMO, Regret, etc.)
  • Entry and exit conviction scores
  • Entry and exit plan adherence (Yes / Partial / No)
  • Conviction gap (exit conviction minus entry conviction) to show whether your confidence held, improved, or collapsed

Rules vs Reality​

  • Which of your active rules were checked for this trade
  • Which rules passed, violated, or were skipped due to missing data
  • Simple visual indicators so you can see at a glance if this trade was rule-compliant

Screenshots, Tags, and Notes​

  • Entry and exit chart screenshots, shown side-by-side when available
  • Setup, session, strategy, and custom tags
  • Entry, mid-trade, exit notes and any post-trade reflections
  • Optional AI-generated summaries (when you choose to use AI features)

How to Use Trade Recap​

  1. Open a trade
    From your trade list or Execution Recap, open a single trade to view its Trade Recap.

  2. Start with the financial block
    Confirm basic details (symbol, size, entry/exit prices, SL/TP, P&L, R:R). Check whether the actual outcome matched the original risk and reward you planned.

  3. Review plan vs execution

    • Compare planned SL/TP with where you actually exited.
    • Look at entry and exit plan adherence to see where you followed or broke your plan.

  4. Check emotions and conviction

    • Review entry and exit emotions and conviction scores.
    • Look at the conviction gap to see whether your confidence stayed stable or dropped as the trade unfolded.

  5. Scan rule compliance

    • See which rules fired for this trade and whether each one passed or was violated.
    • Use the link from a specific rule to jump into the Rules vs Reality view for more context if needed.

  6. Use screenshots and notes for context

    • Compare entry and exit screenshots to see if the chart context matches how you felt and what you wrote.
    • Expand reflections if you added them during or after the trade.

  7. Jump into other views when needed

    • Threads: to see the full timeline of events and notes for this trade.
    • Execution Recap: to find similar trades and patterns.
    • Psychology Tracking: to compare this trade's emotions/conviction to others.
    • AI tools (optional): to generate summaries or deeper pattern analysis when you want AI assistance.

Suggested Review Routines​

  • End of day:
    Quickly walk through Trade Recap for each trade you took, focusing on plan adherence, rule violations, conviction gaps, and emotional shifts.

  • End of week:
    Pick the most important trades (biggest wins/losses, emotional trades, rule violations) and review their Trade Recaps to spot repeated patterns.

  • Monthly:
    Use Execution Recap or analytics to find outlier or representative trades, then open their Trade Recaps to confirm long-term behavioral and rule-based patterns.

  • Pre-session (optional):
    Before you start trading, review the last trade or last emotional trade's Trade Recap to remind yourself what you want to avoid repeating.

Important Notes​

  • Trade Recap is a read-only mirror of your data. It shows what happened; it does not tell you what you should do.
  • The more consistently you log emotions, conviction, notes, tags, and screenshots, the more useful Trade Recap becomes.
  • Trade Recap is for post-trade review. It does not provide real-time alerts or block trades.
  • Trade Recap focuses on one trade at a time. For cross-trade patterns, use Execution Recap, Psychology Tracking, analytics pages, or AI Deep Dive.
  • Core journaling, rules, and analytics work even if you choose not to use AI features.

Support​

If something looks incorrect or you have questions about Trade Recap, contact hello@trademonkey.app.