1. Daily review covers “today.” What about the long term?
Daily review in TradingPlan handles the current day well:
- Mark each action plan executed or not;
- Mark each prediction right or wrong;
- Revisit trades and discipline;
- Write that day’s summary.
Some lessons span more than one session:
- The stop you broke three months ago — what was the real lesson? You wrote it once and forgot;
- A sharp sentiment call — what signals made it work? Worth revisiting;
- The same error pattern showing up in different months.
Daily review clears the day. Some cognition needs long soaking.
That’s why Review cards exist.
2. What are review cards?
They are not classic Q&A flashcards, and not AI-generated quiz items.
They are real records you bookmark:
- An action plan or prediction
- A trade review
- An intraday thought
Tap the bookmark on a detail screen and the item enters the review pool. Open Review cards anytime; the app shuffles the deck so you face past-you again.
In-app blurb:
Bookmark trades, plans, or intraday thoughts into the review pool, then shuffle through them to reinforce memory.
3. Why review cards?
1. Good reviews shouldn’t be write-once
Many traders write excellent summaries — then archive them forever. Next similar setup, the memory is mush.
Review cards pull “worth remembering” items out and surface them again. Not rereading a ledger — randomly hitting a past record and asking:
“If I were back on that day, what would I do? How do I see it now?”
2. Random order breaks skim-mode
Timeline browsing invites inertial scrolling — looks like review, leaves nothing.
Each open reshuffles. You might see a two-month-old rule break, then last week’s sharp sentiment call, then a well-designed precondition.
Disorder triggers real thinking.
3. Accumulate reflections, not just rereads
Each card keeps the original content. Every revisit you can append a reflection — timestamped notes stacked under the card.
For example:
2026-03-15
The chase was FOMO on the sector rip; preconditions weren’t actually met.
2026-04-02
Second pass: in this setup I should close the app and look again after 10:00.
As you grow, reflections stack. The card becomes a living cognition file, not a dead snapshot.
4. Core capabilities
1. Bookmark from three places
| Source | Typical use |
|---|---|
| Plan detail | Great precondition design / a call worth revisiting |
| Trade review | Execution lesson |
| Intraday thought | Improvisation that aged well or poorly |
Open detail → tap bookmark → done.
2. Cards show real context
Each card shows:
- Original content — plan text, trade detail, or thought
- Date — when it was logged
- Type — action plan / prediction / trade / intraday thought
- Outcome tags — executed, missed, right, wrong, …
- Review count — “Reviewed N times”
Not abstract quizzes — the actual record with context.
3. Shuffle browsing
Swipe left/right. Every entry reshuffles. Inspired by spaced repetition: repetition and active recall matter more than sequence.
4. Append reflections
Write a thought, tap append; it saves with a timestamp. Multiple passes build a timeline of how your thinking evolved.
5. Open original & remove from pool
- Open original — jump back to the full detail screen;
- Remove from pool — leave the review list; the original record stays.
When something is internalized, remove it.
6. Calendar nudge
If you haven’t opened Review cards today, the calendar bookmark shows a small dot:
“You haven’t reviewed today.”
A tiny habit cue for long-term memory work.
5. Where cards sit in the workflow
TradingPlan’s improvement path has three layers:
┌──────────────────────────────────────────────┐
│ Layer 1: Daily review (today) │
│ Check plans, predictions, trades, rules │
└──────────────────────┬───────────────────────┘
│
▼
┌──────────────────────────────────────────────┐
│ Layer 2: Statistics (7 / 30 / 90 days) │
│ Compliance, prediction accuracy, discipline │
└──────────────────────┬───────────────────────┘
│
▼
┌──────────────────────────────────────────────┐
│ Layer 3: Review cards (long term) │
│ Bookmark → shuffle → accumulate reflections │
└──────────────────────────────────────────────┘
| Layer | Time scale | Question |
|---|---|---|
| Daily review | Today | How did today go? |
| Statistics | Weeks–months | Are compliance and accuracy trending up? |
| Review cards | Long term | Which lessons actually stuck? |
Together they close the loop: plan → execute → review → iterate.
6. Typical scenarios
Scenario 1: Discipline lesson
Daily review finds a stop violation. Bookmark the trade review.
Two weeks later the card surfaces. You write: “Stop was hit; I waited on hope.”
A month later: “Now I set an alarm — at the stop I sell, no debate.”
Scenario 2: Sharp call worth tasting again
A sentiment prediction nailed it. Bookmark it. Each revisit asks: which signals worked? Do they still?
Scenario 3: Plan design reference
A plan with crystal-clear, testable preconditions becomes a living template when you write new plans.
7. Typical flow
Daily review / session / after a trade
│
▼
Worth remembering → bookmark on detail
│
▼
Idle moments → calendar bookmark → Review cards
│
▼
Shuffle → read content + outcomes + past reflections
│
▼
Append a new reflection
│
▼
(Optional) open original / remove from pool
Cadence tip: You don’t need a marathon. Five minutes, 2–3 cards a day, beats one heroic dump.
8. Who it’s for
- People who keep rediscovering “I’ve made this mistake before”;
- Intermediate traders who want key cases burned into instinct;
- Anyone building a personal trading knowledge base, not just a ledger;
- Users already on daily review + stats who want the long-memory layer.
9. How to start
- Finish a daily review (or browse history);
- Find one record you want to see again;
- Open detail → tap the bookmark;
- From the calendar, open Review cards for the first pass;
- Write your first reflection.
Pick the deepest lesson or the sharpest call for card one.
FAQ
Q: Review cards vs daily review?
A: Daily review is structured same-day checking. Review cards are long-term random reinforcement. One is today; the other is long-term.
Q: Does the pool change original records?
A: No. Removing from the pool doesn’t delete the source.
Q: How many cards should I keep?
A: Quality over quantity — a rule break, a sharp call, a great plan design. 10–20 curated cards beat 100 mediocre ones.
Q: Can I edit or delete reflections?
A: Reflections append and stay — on purpose, to keep the real trail of how you changed.
Q: How is this different from Anki?
A: Cards show your real trading records, not abstract Q&A. The point isn’t memorizing facts — it’s facing past-you again.
This article covers Review Cards in TradingPlan. See also the Trading Plan and Node Analysis guides in this series.