Weekly Review with AI

The Friday Review Protocol

The most effective way to use AI Insights is as part of a structured weekly review — a consistent ritual that compounds your improvement week over week.

Here's a complete Friday review protocol designed around Tradapt's AI features. It takes 20 minutes and produces a clear action plan for the following week.

Step 1: Generate Fresh Insights (5 minutes)

Navigate to AI Insights and click Generate Insights. Read through the insights, starting with the highest severity ones.

Ask yourself: did any of these patterns occur this week? Do they feel accurate?

Step 2: Review the Week's Trades (5 minutes)

Go to Journal and filter by the past 7 days. Quickly scan each trade:

• Were your entries on-plan or off-plan?
• Were your stops honored or moved?
• Were your targets honored or exited early?
• What were the emotion tags?

Don't judge outcomes — judge process adherence.

Step 3: AI Coach Conversation (5 minutes)

Open the AI Coach and ask three questions:

1. 1"Summarize my performance this week compared to my 90-day average."
2. 2"What behavioral pattern was most costly this week?"
3. 3"What's the one thing I should focus on improving next week?"

Write down the AI's answers. Don't just read them — write them.

Step 4: Identify Your One Change (3 minutes)

From everything you've reviewed, identify one specific, measurable change you'll implement next week.

Not "be more disciplined." Something concrete:

• "I will not enter a trade within 20 minutes of a losing trade"
• "I will close any trade at -1.5R that hasn't been hit, regardless of what I think will happen"
• "I will stop trading at 12:00 PM on days where I've already taken 4 trades"

Step 5: Write Your Journal Entry (2 minutes)

Write a short journal entry summarizing:

• How the week went overall
• The pattern you're addressing next week
• Your one change commitment

This creates a searchable record of your improvement journey.

The Compounding Effect

A trader who does this consistently for 12 weeks will have:

• 12 documented improvement commitments
• 12 weeks of behavioral change data
• A measurable trajectory visible in their analytics
• A playbook refined by 12 rounds of real-world feedback