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Daily Report Card Template (DRC)

This daily report card summarizes a trader's day, grading their performance with an A. It includes checklists for tasks completed like morning meditation and avoiding social media during trades. Intraday performance is tracked in segments from 7:30-11am, 11am-12pm, etc. noting grade, position sizing, market favorability, and comments. An overview comments on the big market picture, fundamentals, technical analysis charts before and after, and intuition. Areas for improvement and easiest $3k trade are documented along with a recording link for later review.

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malia wright
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3K views

Daily Report Card Template (DRC)

This daily report card summarizes a trader's day, grading their performance with an A. It includes checklists for tasks completed like morning meditation and avoiding social media during trades. Intraday performance is tracked in segments from 7:30-11am, 11am-12pm, etc. noting grade, position sizing, market favorability, and comments. An overview comments on the big market picture, fundamentals, technical analysis charts before and after, and intuition. Areas for improvement and easiest $3k trade are documented along with a recording link for later review.

Uploaded by

malia wright
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Daily Report Card Entry

This was adopted from Lance Breitstine who is often featured in SMB Capital’s Education and
Training.

🗓️Date Dec 12, 2022


🔽 Grade A

✅ Completed? ●

#️⃣ P&L

Reminders
● Morning Prayer/Meditation
● Visualization (Execution and Process)
● Morning Chief Aim Statement + Vision Board
● Daily Markup (At least 2 trading zones)
● Forex Factory
● Ignored P&L
● Put the phone on DND
● Record Open and Active Trades
● Went full Risk on A/A+ setup
● Traded ONLY from Playbook
● Daily Review
● 6 Replays (3 buys, 3 sells)
● Avoided Social Media + Discord while in an active trade
● Tape Review
● Night Chief Aim Statement + Vision Board

1
Intraday Performance Tracker (1)

Segment Grade PTD Only Sizing Properly? In My Favor Comments

Temp

7:30 -11

11 - 12

12-2

2-4

🔽Overview

Indicator/Check Comments
The Big Picture What are the most important technical levels in our markets?

How far is the market from important technical levels?

Is the market trending up or down?

What is the market most concerned about presently?

What is moving the market?

Intraday Fundamentals Major events that will impact Volatility?

Technical Analysis Before


<<Trading View Chart picture here>>

After <<Trading View Chart picture here>>

Intuition

Grade

IF-Else Statements

🔽 What I learned / Improved Upon Today


● Type improvements here…
🔽 Changes I need to Make From Today
● Type changes here…
🔽 Easiest $3K (Can Change)

2
Document the trade that was easy, whether you caught it or not.
🔽 Film Review
Recording Link

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