EVALUATION - DAY, WEEK AND MONTHLY ANALYSIS

DAY -

WEEK -

MONTH -

YEAR -
KEY PERFORMANCE METRICS -

TOTAL NO OF TRADES GROSS PFT (PFT MADE) TRADING CAPITAL CAPITAL AT START OF YEAR
TOTAL NO OF OPEN TRADES GROSS LOSS (LOSS MADE) EXTRA CAPITAL TO TAKE CARE OF DRAWDOWN CAPITAL AT END OF YEAR
NO OF WINNING TRADES SLIPPAGE PAID TOTAL CAPITAL MONTHLY/W/D AVG GAIN
NO OF LOSING TRADES COMMISSION PAID INITIAL CAPITAL MAX DRAWDOWN
AVG TRADE(WIN LOSS) ELECTRICITY ENDING CAPITAL ROIC
AVG WINNING TRADE SUBSCRIPTIONS EXPOSURE % ANNUAL RATE OF RETURN
AVG LOSING TRADE PROFIT FACTOR NET RISK ADJUSTED RETURN % BUY AND HOLD RETURN
RATIO AVG WIN TO AVG LOSS NET PFT/LOSS IN RS AND % RISK ADJUSTED RETURN % RETURN ON ACC
LARGEST WINNING TRADE TOTAL TRANSACTION COSTS AVG MONTHLY RETURN
LARGEST LOSING TRADE ACC SIZE REQ MAX LOSS PER TRADE CAPPED AT SD OF MONTHLY RETURN
AVG TIME IN TRADES RETURN ON ACC TRADING PERIOD
AVG TIME IN WINNING TRADES ABSOLUTE DRAWDOWN PERCENT OF TIME IN MKT
AVG TIME IN LOSING TRADES ROIC
AVG TIME B/W TRADES MAX STRATEGY DRAWDOWN IN RS AND %
AVG TIME B/W WINNING TRADES MAX LOSING STREAK
AVG TIME B/W LOSING TRADES MAX WINNING STREAK

TIME OF DAY –

MOR – 9 TO 12

AFT – ONLY WITH TRADE ALERT SIGNAL

5MT TF, 1MT FOR CONFIRMATION AND SND ZONES

TRADING EDGE/STRATEGY -

IDENTIFY ASSETS TO TRADE –

OPT 1) PRE – MKT REPORT : NIFTY 100 STOCKS – 4, 2 BUY-2 SELL
OPT 2) PREV DAY – HIGHEST GAIN/LOSERS - 4, 2 BUY-2 SELL
OPT 3) IN CASE – STRONGEST STOCK OF STRONGEST SECTOR / WEAKEST STOCK OF WEAKEST SECTOR - 2, 1 BUY-1 SELL

GOALS –
1-3% ROC PER DAY
JOURNAL AND UNDERSTAND EMTIONS
DAILY 4-6 HRS FOR LEARNING AND EXPERIMENTATION OF TRADING

SL -

WHEN TO EXIT -

CSF EMOTION -

MONEY MANAGEMENT -

WHEN TO TAKE A BREAK -

MAX PFT/LOSS OR LIMIT UP/LIMIT DOWN -