Client notes
Notes from people who worked through session planning and trade journaling with us — mixed lengths, specific details, and one honest caveat.
“I already knew candlestick patterns. What I lacked was a morning plan that survived the first hour. After four sittings I had a one-page session sheet and a journal column that flagged when I broke my own rules.”
Mira K. · Discretionary equity trader · Session planning coaching
“The journal review was blunt in a useful way. Half my entries were just P&L bragging. We cut those columns and added a line for ‘plan still valid at entry?’ — that single change made the next week quieter.”
James O. · FX pair trader · Trade journal review
“Clinic nights are crowded with opinions, which I liked more than I expected. Hearing how someone else marked invalidation on the same FTSE chart made my own levels less precious — and a bit more careful.”
Priya S. · Index futures · Group chart clinic
“Useful work, though the fortnightly gap felt long when markets were busy. I would have preferred weekly sittings; we managed, but I said so at Sitting 2 and they adjusted the remaining dates.”
Daniel R. · Swing trader · Session planning coaching
Extended note — rebuilding a London open routine
A client trading UK mid-caps arrived with annotated charts but no fixed pre-open checklist. The first sitting mapped their actual desk time (07:40–08:20 most mornings) against the rituals they claimed to follow. Gaps appeared: levels were drawn the night before, then ignored when the open printed differently.
By Sitting 3 they were rewriting the journal to include a two-line “open surprise” field. The coaching did not invent new patterns; it forced the plan and the write-up to share the same language. Three months later they still use the same one-page sheet, with only the instrument list updated.
Extended note — journal that survived a losing streak
Another trader brought a spreadsheet of twenty-two trades with colour codes but no link to a daily plan. The journal review sitting separated outcome from process. Entries that followed the plan but lost money were marked differently from entries that chased. That distinction, not a new indicator, was what they said restored willingness to write after a red week.
Bring your own charts
If a coaching block or journal review sounds useful, tell us how you currently plan a session.
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