Trade Review

Review every trade with honest grades

Chart, playbook criteria, strategy rule compliance, R ratio, and review notes in one workspace. Mark trades reviewed and move on.

Trade review in Everedge: AMAT short with chart, executions, playbook criteria, strategy compliance, and performance stats

What is a trade review?

A trade review is a structured evaluation of a single trade: whether setup criteria were met, whether each execution followed your strategy rules, and what you would do differently.

Logging tells you what happened. Review tells you why. A trade you never review is data you never learn from.

Chart + executions

Review with the chart in context

The TradingView chart loads for the trade automatically. Entry and exit markers sit on the candles. Hover the short at 10:28 and cover at 10:32 for qty, price, and P&L without leaving the review.

Numbers tell you what happened. The chart shows where it happened.

The workspace

Scroll trades, open one, grade everything

Your review queue lists every trade from the session. Click one to load the chart, executions, sidebar tabs, and a shareable link without leaving the flyout.

Review

AMAT

+$75.00
StockShort

DATE

Thu, Jul 9th

QTY

20

ENTRY

10:53 AM

EXIT

11:02 AM

AMAT

+$50.38
StockShort

DATE

Thu, Jul 9th

QTY

15

ENTRY

10:28 AM

EXIT

10:32 AM

TSLA

+$112.10
StockShort

DATE

Thu, Jul 9th

QTY

50

ENTRY

9:45 AM

EXIT

10:08 AM

AMZN

-$93.20
StockShort

DATE

Thu, Jul 9th

QTY

30

ENTRY

11:15 AM

EXIT

11:42 AM

Review queue

AMAT, TSLA, AMZN, and every other symbol in one scrollable list. Star ratings, P&L, and entry/exit times keep the session scannable.

Executions

Executions

Click an execution to assign a strategy and review its rules

Open · Sell · Jul 9, 2026 · 10:28:00 AM

Quantity 15Total Qty 15Price $618.90Avg Price $618.90Commission $0.46
VWAP Bounce3/5
60%

Close · Buy · Jul 9, 2026 · 10:32:00 AM

Quantity 15Total Qty 0Price $615.48Avg Price $618.90Commission $0.46Gross P&L $51.30

Net P&L $50.38

Momentum Slowing0/7
0%

Executions

Open and close legs with qty, price, and P&L. Assign a strategy to each execution and see how many rules you followed on that fill.

Trade Details
Trade DetailsPlaybookStrategy

Rating

4 out of 5

Trade risk management

1 strategy selected

Rules followed

Max Trade Risk

Trade loss of $0.00 within limit of $80

Gross P&L

$51.30

Net P&L

$50.38

Commissions

$0.92

Executions

2

Entry

$618.90

Exit

$615.48

R-Ratio

+0.63R

Status

Win

Planned levels

Stop loss
Add stop loss
Take profit
Add take profit

Trade details

Star rating, gross and net P&L, R ratio, win/loss status, and planned stop/target levels for the full trade.

Playbook
Trade DetailsPlaybookStrategy
Breaking News

7/8

88%

  • News confirmed by at least two credible sources
  • News is material, directly impacts the company, sector, or macro environment
  • News is unscheduled, not a pre-announced event
  • Volume spiked sharply on the news, well above average
  • Initial spike was directional, no immediate whip or reversal
  • Bid/ask spread tightened after the initial spike, liquidity returned
  • A consolidation formed after the spike with a clear trigger level
  • Correlated instruments confirmed the move, no divergence

Playbook criteria

The tagged playbook loads with its checklist. See which setup criteria you hit before and during the trade.

Strategy
Trade DetailsPlaybookStrategy
Open10:28:00
VWAP Bounce

3/5

60%

  • Stock is in a clear intraday uptrend, higher highs and higher lows above VWAP
  • Price pulls back to VWAP, this is the first or second test, not the fifth
  • Wait for a confirmation candle, tests VWAP, holds or wicks below, closes back above
  • Volume picks up on the bounce candle, not a low-volume drift back above VWAP
  • Stop goes below the VWAP wick low, if VWAP is lost and price closes below, the trade is wrong

Execution strategy

The strategy on the open leg opens with its rules checklist. Entry and exit strategies graded independently.

Sharing
Share

Share a view-only link

Generate a share link for a trade review. Send it to a mentor or partner without opening the full app.

The chart shows where. The flyout shows why.

The writing surface

Write the review

Rating notes, lessons learned, and callouts in the same Notion-style editor used across Everedge. Tables, embedded charts, and links to playbooks and write-ups.

The same premium editor behind your plans and write-ups, tuned for per-trade review.

Trade Review

Select to format, or hand it to AI

Tighten your review, fix grammar, or expand a section without leaving the trade.

Trade Writeups

The gap and go works best when volume confirms the break above premarket highs.

Every review connects

Link playbooks, write-ups, and chart books. Your notes stay tied to the setup and the session.

Session Note
Trading Plan
Playbook
Strategy
Chart Book
Note
Report Card
Trade Writeup

📈 AMAT Trade Review

8 linked docs

Embed any document

Slash-insert a live link to a playbook, write-up, or strategy right inside your review.

/Session Note/Trading Plan/Playbook/Strategy/Chart Book/Note/Report Card/Trade Writeup

Connect AI to your reviews

Use MCP to draft and update trade reviews from Claude or Cursor, without leaving your workflow.

EveredgeClaude

A review you actually want to reference later.

Start reviewing with trade review

Build the habit of grading every trade before you close the session.