Found something good?

If you’re a trader, you can’t afford to miss this.

I will show you how to use Claude to review your Trade Journal (journal + prompts included).

What you'll have when you're done:

Difficulty: Beginner. No coding required. You'll be writing prompts in plain English.

Let's begin.

Why journal insights even matter

You’re right to ask this question.

Time is valuable. So why should you, as an aspiring trader, spend it reviewing your journal for insights?

Why not, for example, spend it taking more trades?

The reason is that a good journal review process starts an improvement chain:

You can also understand the importance of journal reviews through an inversion exercise. I got this idea from Charlie Munger.

So far, I've discussed why you should be reviewing your journal. Now, let's take a different approach:

How would I guarantee I fail for as long as possible as a trader?

To guarantee failure as a trader, I would:

If our goal is to avoid guaranteed failure, then we should do the opposite of the above.

Now you understand the why, let’s move on to the how.

Part 1: Get your free journal, 1:1 review session and custom Claude assistant

I’ve put together a few things to help you.

👉 To access them, click here.

(If you have your own journal you want to use, that’s fine. Just make sure it covers the key inputs in Part 3)

Part 2: Connect Claude (Optional)

You can run this entire process manually if you want. The goal of using Claude is to speed up your review and go deeper into pattern recognition.

If you want to use it, here's the setup (5 minutes):

That’s it for now.

Part 3: Key inputs

These are the key pieces of data we need to track for a good journal review:

I'll break down how you can use these to build profitable strategies in step 2.

Part 4: The monthly review

You should do a big research review once a month. This is different to your lighter, maintenance style weekly review.

30 is the golden number of trades for a review.

This gives you enough data for patterns to emerge without waiting so long that you've accumulated months of unexamined mistakes.

(For the maths nerds: 30 is the minimum threshold for statistical significance.)

If you have fewer than 30, you can still do your review, but know that your data is less reliable.

Step 1: Begin with the most important statistics

Before you dive into specific patterns or individual trades, you need to answer a fundamental question: is your system making money, losing money, or breaking even?

If you’re on my free journal, head over to the analytics tab and use the ‘Last Month’ feature.

The most important statistics here are:

Your expectancy is built from two things:

Once you've calculated your expectancy, you can identify whether your problem is:

To improve trade frequency, you can do:

With Claude (helpful if your journal does not have an analytics tab similar to mine, or you want to sense check which of your statistics is currently dragging down your profitability)

Paste to chat:

Example:

Step 2: Filter by strategy and market

Your overall expectancy might look mediocre. But that single number hides critical information.

It's possible that one strategy is highly profitable while another is bleeding you.

Or that you're profitable in certain markets but consistently losing in others.

Market (Coin).

You will often find a select few assets responsible for most of your gains or losses.

Trade those more.

Strategy.

Focus on the ONE strategy that makes you the most money and ignore everything else until you have mastered that.

Without a journal, you’ll never know what that one strategy is.

With Claude (this is helpful if you don’t want to be tabbing between the filters to grab each metric and just want one clear snapshot. It’s also useful to grab the specific 30 number rather than a time duration view):

Paste to chat:

The flag list at the bottom is the important part. Those are the cuts worth investigating in Step 4.

Example:

Step 3: Trade Management

Position Size and Emotional Journal.

Pay close attention to these two; they’re often correlated. If you're risking a consistent percentage on every trade, your results reflect your strategy's true performance.

But if your position sizes vary based on how you're feeling, your equity curve becomes unreliable.

Daily Report Card.

Find and eliminate your weak points. Look for repeat patterns and behaviours.

E.g. When I lose 3 trades in a row my execution goes down the drain, new trading rule: I stop trade after 3 losses

R:R.

I’ve actually seen a wide range of performance here.

Some traders kill it on 1:1 risk to reward ratios. Don’t think you need high ratios to win.

Reason for Cutting The Trade & Cut Result

Find ways to cut your losers quicker and keep them smaller than your winners. Track why you exited and whether it was the right call (over time, the patterns become obvious)

Trade Duration.

Every trade you take has a duration: the time between entry and exit. How long is your average winner? How long is your average loser?

Turn this info into alpha.

With Claude (This is Claude’s superpower. Reading through written insights, spotting correlations and patterns. If you tried this manually, it would take you all day, and you wouldn’t be able to retain the patterns at scale. I’ve written you example commands, but my goal is that after running this, you know how to write whatever commands you like. Whatever pattern you want to spot, you can run a similar analysis):

Patterns in language are exactly what Claude is good at finding. Paste to chat:

Example:

I'm using the full history here, not just the last 30 trades. So you need to give Claude some time to cook.

Behavioural patterns need more data to surface, they cluster around specific events like losing streaks and big wins that might only appear a few times across a longer window.

If a word keeps showing up on losing days, that's your trigger. Once you can name it, you can build a rule around it, which is exactly where Step 4 starts.

Step 4: The insight formalisation process

Every insight follows the same path from observation to implemented rule:

Observation → Hypothesis → Specific Rule → Tracking Mechanism → Evaluation

Here's how each step works:

Notice how the rule is specific enough to be testable. "Don't trade spikes" is vague. "Don't take momentum trades when a single candle moves 2%+ into the level" is precise. You can look at any trade and definitively say whether it met the criteria or not.

With Claude (here you are using Claude as a second brain. This targets the trading psychology aspect. Sometimes we want to force patterns and rules. Or we are more inclined to find reasons why they work rather than to invalidate them. Claude keeps you in check).

Use Claude as a pressure-tester. Paste:

One last thing: when Claude proposes the rule, ask it the question most traders never ask themselves:

If you can't answer that, the rule isn't a rule. It's a preference.

Final Summary

Further Education

Breakout and Reversal Strategy Guides

In case you don’t currently have multiple strategies, here are my breakout and reversal guides

My Morning Trading Routine

If you struggle to update your journal daily, check out my full morning routine.

Risk Management Guide

In Step 1, we discussed Expected Value. This guide will teach you exactly what that means.

P.S. I release masterclasses just like this every week for traders who are serious about reliably making money with trading. If that sounds like you, drop a follow to stay in the loop