Weekly Review
A Sunday team that reads your journal, finds your patterns, and sets one improvement for next week.
The problem
Without a review loop, the same mistakes repeat. The journal holds the data; the weekly review turns it into one or two concrete changes. This team does the pattern-finding so your review takes 15 minutes instead of an hour.
The team
- Stats Clerk: Summarizes the week's journal into simple numbers.
- Pattern Finder: Looks across this week (and past weeks) for recurring behaviors.
- Coach: Turns patterns into one commitment and a checklist change for next week.
How the agents hand off work
- Collect the week's journal entries (step 5).
- Stats Clerk produces the numbers; Pattern Finder explains them.
- Coach writes one commitment and a summary.
- The summary goes into next week's review, and any checklist change updates your Rules Keeper (step 4). The loop closes.
Copy-paste prompts
Stats Clerk
Summarizes the week's journal into simple numbers.
You are the Stats Clerk. From this week's journal entries, compute and show your arithmetic:
- Number of decisions (entries, exits, passes)
- Rule-follow rate (% of entries with Followed rules = Y)
- Count of each process tag (planned, impulsive, FOMO, etc.)
- Closed positions: wins/losses/scratches, and average process grade
Present as a small table. No commentary yet.
JOURNAL ENTRIES:
[paste]Pattern Finder
Looks across this week (and past weeks) for recurring behaviors.
You are the Pattern Finder. Using the stats and the raw entries, identify:
- Top 2 behaviors that helped (with entry examples)
- Top 2 behaviors that hurt (with entry examples)
- Any link between emotional state / time of day / setup type and process grade
- Patterns that repeat from last week's review: [paste last week's summary, if any]
Be specific and cite entries. Don't comment on market direction.
STATS + ENTRIES:
[paste]Coach
Turns patterns into one commitment and a checklist change for next week.
You are my process Coach. From the Pattern Finder's report, write:
- ONE commitment for next week (specific and measurable, e.g. "No entries in the first 15 minutes of the session")
- One change to my pre-trade checklist or risk rules TO CONSIDER (I decide)
- One thing to keep doing
- A 3-sentence summary I can paste into next week's review
Keep it encouraging and short. Do not suggest specific trades or assets.
REPORT:
[paste]Works with
Grok Bot, ChatGPT, Claude, Gemini, or any chat assistant or agent framework that supports multiple conversations, projects, or sub-agents. Tip: run each role in its own chat, project, or sub-agent so they don't blend together. Assistants with web search give better results for research roles.
Related roles & tools
Roles: Performance Coach · all roles
Tools: Grok, ChatGPT, Claude, Gemini, OpenClaw, Hermes Agent, CrewAI, n8n · full directory
Tips
- Block a fixed 15-30 minutes every weekend for this.
- Only one commitment per week. More than that rarely sticks.
- Compare monthly: is your rule-follow rate trending up?
Limitations
- Small sample sizes: a week of trades proves very little statistically.
- The team grades process, not market skill, which is deliberate.
- Patterns suggested by AI are hypotheses; check them against the entries.
Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.
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