Template

Post-trade review template

Use this review after a paper trade closes to turn the result into better rules, better sizing, or a decision to keep collecting evidence.

Decision review

  1. What was the original thesis?
  2. What did the agent see?
  3. Did the trade match the written rules?
  4. Was the invalidation respected?

Risk review

  1. Was position size inside the limit?
  2. Did drawdown stay acceptable?
  3. Did the trade add correlated exposure?
  4. Was the sample large enough to learn from?

Next action

Choose one output: keep collecting paper data, reduce risk, tighten the rule, retire the rule, or write a new test. Avoid changing multiple things from one small sample.