Free Resource
A Complete End-of-Year Methodology Audit: Performance Data, Process Adherence, and Operational Planning for the Year Ahead
An annual review is not a performance summary — it is a structured audit of every layer of your trading operation, conducted with the same rigor you would apply to any professional business.
What You Get
- —A full annual performance data review framework: win rate, expectancy, drawdown periods, best and worst months
- —A process adherence audit that measures how consistently you executed your methodology
- —A pillar-by-pillar review identifying where the framework held and where it broke down
- —A structured planning template for the year ahead with operational objectives and process improvements
- —A capital and risk review covering position sizing evolution and drawdown responses
- —A PDF workbook format with structured prompts and templates throughout
Who This Is For
Traders who have completed at least one full year of documented operation and want a rigorous, professional-grade review.
Who This Is NOT For
Traders without documentation from the preceding year. The annual review process requires data.
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