The end-of-day review in EdgeFlo is a structured process that uses the Journal's daily stats, individual trade data, and reflection fields to help you understand what worked, what broke, and what one thing to change tomorrow.
Journaling records what happened. The end-of-day review is where you make sense of it. This process takes roughly ten to fifteen minutes and uses the data already in the Journal to give you a clear picture of your discipline, your best trade, your worst trade, and the one thing to focus on tomorrow.
Every hour you spend on chart work should be matched by an hour on the inner work. The end-of-day review is where those hours start to compound.
Step 1: Open Today in the Journal
- Select Journal from the left navigation bar.
- The calendar opens on the current month. Click today's date to open the day panel.
- If you are already inside a trade detail view, use the back arrow to return to the Journal calendar first.
Step 2: Read the Daily Stats Panel
The top of the day panel shows a summary of your trading day. Scan through each metric and use them to answer four questions in your head before you open individual trades.
| Metric | What to ask yourself |
|---|---|
| Net P&L | Was today profitable? Is this result explained by execution or by variance? |
| Win Rate | Did I win more than I lost? Is this consistent with my strategy's expected rate? |
| Avg R | Was my average return per trade positive? Am I winning more than I risk when I win? |
| Plan followed | Did I execute to my trading plan today, or did I trade on emotion or impulse? |
| Guardrail violations | Did I break any rules? If yes, what rule, and why did it happen? |
| Pre-Market Routine | Did I complete my routine before trading? Is there a pattern between skipping it and losing days? |
| Trades journaled | Have I logged reflections for all trades? If not, do that before reviewing. |
Step 3: Journal All Trades First
Before you begin reviewing, make sure every trade from today has a completed journal entry. Trades missing a reflection show a grey dot in the trades list. Click each one and fill in the reflection fields before moving to the analysis step.
If you have already journaled all trades during the session, the Trades journaled counter will show complete and no grey dots will be visible in the list.
Step 4: Identify Your Best and Worst Trade
In the trades list, use the PnL column and the Wins and Losses filter tabs to identify your best trade and your worst trade for the day. Click each one to open the full trade detail view.
Reviewing Your Best Trade
For your best trade, ask these three questions:
- What specifically created this win? Was it the structure, the timing, the entry trigger, the session?
- What did I do right that is repeatable? Did I follow the plan, wait for confirmation, manage the trade well?
- How do I execute the same way tomorrow? What conditions need to be present for me to take this trade again?
Reviewing Your Worst Trade
For your worst trade, ask these three questions:
- Was this a good loss or a bad loss? A good loss follows the plan and results in a normal stop-out. A bad loss comes from breaking the plan.
- What specifically caused the loss? Timing, emotion, a missed signal, a guardrail ignored?
- What is one concrete change for tomorrow? A tighter guardrail, a new no-trade condition, a pause before entry, a visit to Sanctuary before the next session?
Tip: Do not count a winning trade as automatically good or a losing trade as automatically bad. Grade execution, not outcome. A win taken by breaking your plan is a pattern worth being alarmed by. A loss taken cleanly to plan is a data point, not a failure.
Step 5: Review Guardrail Violations
If the day panel shows guardrail violations, click the dropdown to see details, including the broken rule, time, and any override reasons.
For each violation, decide if the rule needs tightening, adjusting, or if it was a one-time emotional slip. Changes in guardrail settings or trading behavior are needed if a violation occurs.
Warning: Don’t ignore violations just because you made money. Rewarding rule-breaking reinforces bad habits. Always log violations regardless of outcome.
Step 6: Write a Day Note
Use the Add a note field in the day panel to summarize the day’s key theme, market conditions, emotions, or a takeaway for tomorrow.
This note is separate from trade reflections and helps create a searchable day-level record for future review.
Step 7: Reset Before Tomorrow
After your review, go to Sanctuary to close the session with a breathing exercise or meditation. This resets your mindset and prevents today’s results from affecting tomorrow’s trades. Each trade is independent.
Tip: If on the Plus plan, share your day’s summary with FloAI for feedback and a focus point for tomorrow. Combining self-review with outside input drives lasting improvement.
Frequently Asked Questions
How long should the end-of-day review take?
Ten to fifteen minutes is enough for most sessions. If you journaled your trades during the day, the review itself is quicker because the reflection data is already there. The review is a reading and thinking exercise, not a data entry session.
What if I did not journal during the session and it is late?
Journal before you review, even if it is late. An honest same-day entry is always more accurate than a retrospective one the next morning. Set a hard rule: trades get journaled before you close your trading setup for the day.
What does guardrail violation reason mean in the day panel?
When a guardrail is triggered during trading, EdgeFlo greys out the trade button and gives you the option to override it with a reason. That reason text is stored and shown in the day panel during your review, so you can see what your reasoning was at the time of the violation.
Can I review a past day using this same process?
Yes. Click any past day on the calendar to open its day panel. All the same data and trade detail views are available for any historical trading day.
Is the day note visible anywhere else in EdgeFlo?
Day notes are visible in the day panel for that specific date. They are also visible when you click a day from the Weekly Review view.
Related Questions
- How do I review my trading performance at the end of the day?
- Where do I see guardrail violations for today?
- What is a good loss versus a bad loss in trading?
- How do I identify my best and worst trade of the day?
- What does plan followed mean in the day panel?
- How do I write a day note in the Journal?
- What should I do after finishing my end-of-day review?
- How do I know if all my trades are journaled for today?
- What does the guardrail violation reason show?
- Can I review past days using the same process?
- How do I use FloAI after my end-of-day review?
- What metrics should I focus on during my daily review?
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