Monthly Trading Report

Section 1: Overall Performance

• Starting Balance vs Ending Balance
• Net P/L (absolute and percentage)
• Total Trades Taken
• Win Rate
• Average R Multiple
• Profit Factor
• Maximum Drawdown
• Sharpe Ratio

Section 2: Breakdown by Setup

| Setup Type | Trades | Win Rate | Avg R | Net P/L |

| Breakout | 12 | 58% | 1.8 | +$840 |

| Pullback | 8 | 75% | 1.2 | +$520 |

| Reversal | 5 | 20% | -0.8 | -$340 |

Section 3: Breakdown by Market/Session

• Which pairs/instruments performed best?
• Which session (London, NY, Asia) was most profitable?
• Did you trade better on certain days of the week?

Section 4: Psychology Check

• How many trades were outside your plan?
• What was your average emotional state score?
• Did you revenge trade after any losses?

Section 5: Key Lessons

• What worked well this month? (double down)
• What didn't work? (cut or adjust)
• What will you change next month?
• One skill to focus on

Section 6: Goals for Next Month

• Specific target (e.g., 2% return, 20 trades minimum)
• Process goal (e.g., 100% plan following)
• Learning goal (e.g., master one new setup)

A trading journal app can generate this report automatically.