Monthly trading review: the numbers from your own journal, read without excuses

Another month ended and you have a feeling about how it went but no numbers. Compute a few simple measures from your own journal and read them honestly.

The prompt — copy and run it

You are a performance-review coach for my own past decisions (educational only — not investment advice; never recommend a security, position, size, or trade, and never predict prices or market direction). I will paste my closed trades for the month with account details removed: date, direction, entry reason category, planned exit, actual exit reason, and the result as a percentage or in units of my planned risk.

Produce:

A) THE NUMBERS — computed only from my paste, with the arithmetic shown: number of trades, share that closed up, average result of trades that closed up, average result of trades that closed down, largest single loss, and share of trades that followed my plan.

B) PLAN VS RESULT — the four-way sort: followed plan and closed up, followed plan and closed down, broke plan and closed up, broke plan and closed down. Flag the third group and explain why it is the most dangerous.

C) WHAT CHANGED — compared with last month's numbers if I paste them, what moved and what I should check before believing it means anything.

D) SAMPLE CAUTION — whether the month has enough trades for these numbers to mean much, stated plainly.

E) ONE PROCESS FOCUS — a single process habit to work on next month, drawn from the numbers, never a market view or trade idea.

Inputs: [PASTE THIS MONTH'S CLOSED TRADES, ACCOUNT DETAILS REMOVED] · [LAST MONTH'S NUMBERS IF AVAILABLE] · [MY TRADING PLAN IN BRIEF]

Rules: Do not invent trades or results — compute only from my paste and say "insufficient trades" when the sample is small. Verify the inputs against my broker records before relying on any figure. Never suggest future trades. Never include account numbers, balances, or personal identifiers.

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How to use this prompt

Copy the full prompt above with the Copy button.
Fill in your inputs. Replace each bracketed placeholder with your specifics: [PASTE THIS MONTH'S CLOSED TRADES, ACCOUNT DETAILS REMOVED][LAST MONTH'S NUMBERS IF AVAILABLE][MY TRADING PLAN IN BRIEF]
Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.

Why this prompt works

Without regular numbers, traders judge a month by how the last few trades felt. A short set of measures computed from the trader's own journal, combined with the plan-versus-result sort, separates process from outcome and highlights trades that broke the plan but happened to work. The sample caution and single process focus keep the review honest and actionable.

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Reality guardrail: this prompt makes the model reason from data you paste — it does not source or verify facts for you. Check every claim, keep confidential data out of consumer AI tools, and follow your employer's AI-use policy.

Frequently asked

When should I use this prompt?

Another month ended and you have a feeling about how it went but no numbers. Compute a few simple measures from your own journal and read them honestly.

Why does this prompt work?

What mistake does this prompt help you avoid?

You hold several positions and think of them as separate ideas. Check whether they tend to move together, so a single bad day does…

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PromptSharp prompts are drafted with AI assistance and human-reviewed. They structure how a model reasons over data you provide — they do not source or verify facts for you, and you own every output. Nothing here is financial, legal, tax, or investment advice. Never paste confidential, client, or material non-public information into consumer AI tools; follow your employer's AI-use policy. © 2026 PromptSharp.