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Execution Recap

Purpose

Execution Recap is a visual review workspace that shows each trade as a before/after snapshot. It combines your charts, emotions, conviction, plan adherence, and P&L so you can see how you traded, not just what the result was.

The goal is pattern detection: spotting repeatable execution habits that are hard to see in spreadsheets or raw P&L.


What Execution Recap Shows

For each trade, Recap can display:

  • Entry context

    • Entry chart screenshot (if provided)
    • Entry emotions
    • Entry conviction score
    • Entry plan adherence (Yes / Partial / No)
  • Exit context

    • Exit chart screenshot (if provided)
    • Exit emotions
    • Exit conviction score
    • Exit plan adherence
  • Financial context

    • P&L for the trade
    • Win/Loss status
    • Entry/exit prices and timestamps

Screenshots are optional. If they are missing, you still see the psychological and financial data.


How to Use Execution Recap

  1. Filter the trades you want to review

    • By date range (e.g., this week, this month)
    • By account (e.g., a specific challenge)
    • By emotion (e.g., FOMO, revenge, fear)
    • By P&L (e.g., biggest wins/losses)
  2. Review the entry side

    • Look at the entry screenshot (if available).
    • Check entry emotions, conviction, and adherence.
    • Ask: does the chart support the conviction score and "Yes"/"No" adherence you logged?
  3. Review the exit side

    • Look at the exit screenshot.
    • Check exit emotions, conviction, and adherence.
    • Ask: did you exit where you planned (stop/target), or did you cut early, chase, or panic?
  4. Compare P&L to execution quality

    • Identify:
      • Good execution, good result
      • Good execution, bad result (acceptable loss)
      • Poor execution, good result (lucky win)
      • Poor execution, bad result
  5. Write down recurring patterns

    • Examples:
      • Conviction starts high and collapses on small pullbacks.
      • Afternoon trades show lower conviction and more plan violations.
      • FOMO-tagged trades cluster around high-volatility spikes and news.
      • Trades after a loss show more impulsive entries and lower-quality setups.

These notes become hypotheses you can verify later in Time-Scoped Analytics and AI tools.


What Patterns Recap Helps Reveal

Common patterns traders notice:

  • Conviction decay

    • Strong entry conviction, weak exit conviction.
    • Frequent early exits during normal volatility instead of at planned levels.
  • Session-based deterioration

    • Morning trades show cleaner setups and higher adherence.
    • Later trades show more cluttered charts, lower conviction, and more impulsive decisions.
  • Emotion-result links

    • FOMO or impatience at entry correlates with choppy price action and poor outcomes.
    • Calm or patient entries correlate with more structured setups.
  • Revenge clusters

    • Losing trades followed by fast sequences of lower-conviction trades with "revenge" or "frustration" emotions.

Recap does not tell you what to change. It shows you where your behavior is different from what you believe you are doing.


Screenshots: Optional but Powerful

  • You can use Recap without screenshots
    You'll still see emotions, conviction, adherence, and P&L.

  • Screenshots add the most value when:

    • Reviewing big wins/losses or challenge accounts.
    • Studying repeated rule violations (e.g., early exits, chasing entries).
    • You're actively trying to understand your execution on a specific setup or session.
  • You don't need screenshots for every trade

    • Many traders use a hybrid approach: screenshots for the most instructive trades, psychology and P&L only for the rest.

Important Notes

  • Recap relies on the reflection data you log (emotions, conviction, adherence). Without it, you see only price and P&L.
  • Patterns are descriptive, not prescriptive. Recap does not recommend rules or strategies; it reflects what you actually did.
  • Your interpretation is subjective. Use Recap together with other views (Rules vs Reality, Time-Scoped Analytics, AI insights) to validate what you think you're seeing.
  • Reviewing trades soon after they happen gives more accurate context than reviewing them months later.

Support

If you need help setting up a review routine or think Recap is not showing data as expected, contact hello@trademonkey.app.