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Daily & Weekly Futures Trading Review Templates

A review is only useful if it's specific enough to change what you do next session, and short enough that you'll actually do it every day. These two checklists are deliberately narrow — six steps for a daily review, five for a weekly one — with a filled synthetic example for each so you can see exactly what a completed one looks like before you write your own.

Daily review checklist

Do this at the end of each trading day, ideally within an hour of your last trade while it's still fresh.

  1. Log every trade from today, including ones you didn't take but seriously considered — a skipped trade you're still thinking about is data too.
  2. Compare planned risk to actual risk on each trade. Flag any trade where the stop moved, size changed mid-trade, or there was no plan going in.
  3. Note today's net P&L against your account's daily-loss limit and drawdown floor — how much room is actually left, not just whether you're up or down.
  4. Tag each trade by setup. You're looking for which setups showed up today, not grading them yet — that's a weekly-review job once there's more than one day of data.
  5. Write one sentence on your state of mind during the session — rushed, patient, tilted after a loss, whatever's true. This is the input revenge-trading and overtrading patterns actually get caught from.
  6. Name one specific thing to do differently tomorrow. Not "trade better" — something concrete enough that you'll know at a glance tomorrow whether you did it.

Filled example (synthetic — not a real trading day)

Trades: 3 taken (2 ORB long, 1 trend pullback short), 1 setup considered and skipped (no volume confirmation). Risk: Trade 2's stop was moved once after entry — flagged, plan wasn't followed. P&L: +$180 net. Daily-loss limit still has $920 of room; drawdown floor untouched. Setups: ORB x2, trend pullback x1. State of mind: Patient on the first two, rushed the third right after the ORB win. Tomorrow: Don't take a third trade after two wins in the same session until size is reset to plan.

Weekly review checklist

Do this once, at the same time each week, looking at the week's daily reviews together rather than reliving each day individually.

  1. Total the week's trades by setup tag — which setups were actually traded, and how many times each.
  2. Compare win rate and average R-multiple per setup, not just overall. An overall positive week can hide one setup quietly losing money.
  3. Count how many of the week's "tomorrow" action items from daily reviews actually got followed the next day. A repeated miss on the same item is the real finding, not the individual trades.
  4. Check the week's worst day against your account's daily-loss limit and drawdown floor — how close did it actually come, not how it felt in the moment.
  5. Set one specific focus for next week, sized to fix the single biggest pattern from this week — not a fresh list of five things.

Filled example (synthetic — not a real trading week)

Setups: ORB x6, trend pullback x4, fade x2. By setup: ORB 4W/2L, +1.8R avg. Trend pullback 1W/3L, -0.6R avg. Fade 2W/0L, +2.1R avg. Follow-through: "Reset size after two wins" action item was written 3 times this week, followed once. Worst day: Tuesday, -$340 net — used 37% of the daily-loss limit, well inside it, but the closest of the week. Next week's focus: Stop trading trend pullback until win rate improves in a smaller-size test — it's the only setup losing money this week.

Turning this into a habit, not a one-off

A checklist works best when the trades and numbers it references are already sitting in one place rather than pieced together from memory and a broker statement. The free journal template's Review Summary block (trade count, win rate, average R, profit factor) covers steps 2-3 of the daily checklist and step 2 of the weekly one automatically once trades are logged, so the actual writing — state of mind, the one thing to change, the weekly focus — is the only part left to do by hand.

Let the numbers side calculate itself

Fillbook computes win rate, R-multiple, and P&L against your account's real rules automatically from your logged trades — so your review time goes into the judgment calls, not the arithmetic.

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Frequently asked questions

A few minutes once the trade data itself isn't something you have to reconstruct — the six steps here are deliberately short enough to do every single day rather than being skipped when things get busy.

A handful of trades can still surface a directional pattern (a setup that's 0-for-3, say) worth watching, even before it's statistically meaningful — treat an early pattern as something to watch, not yet something to act on hard, until there's more data.

The numbers side (trade count, win rate, R-multiple, P&L against your account rules) is automatic once trades are logged. The judgment side — state of mind, what to change, the weekly focus — is deliberately something you write, since that's the part that actually requires thinking about your own trading, not a calculation.

Log this in the spreadsheet version first with the Free Futures Trading Journal Template (Spreadsheet) — Fillbook.See how this fits into futures-specific journaling on Futures Trading Journal — Fillbook.