Performance Report

What is a Performance Report?

A performance report is a structured analysis of your trading over a specific period — typically monthly. It goes beyond raw numbers to provide context: what's improving, what's declining, what behavioral changes led to the results, and what to focus on next.

Key Components

• Overall scores: Discipline, psychology, execution, risk management, consistency
• Statistics: Win rate, profit factor, expectancy, drawdown, average R:R
• Breakdown analysis: Performance by setup, session, pair, day of week
• Mistake audit: Top 3 recurring mistakes with frequency and cost
• Emotional analysis: Performance by emotional state, emotion distribution
• Action plan: 1-3 specific focus areas for the next period

Making Reports Actionable

The most important section of any performance report is the action plan. Every insight should connect to a specific, measurable change. Instead of "improve discipline," specify "implement a 3-trade maximum on days following a loss day." Track whether you follow through on last month's action items before creating new ones.