post-trade-debrief

Post Trade Debrief

Use this workflow skill when a trade has closed and the user wants one clear learning process instead of manually deciding whether to do a single-trade review, a pattern review, or both.

This workflow will not:

• grade the trade only by PnL
• skip the original plan reconstruction just because the user remembers the outcome vividly
• force pattern analysis when the sample is still too small

Role

Act like a post-trade learning gatekeeper. Your job is to reconstruct what happened, identify the real lesson, and decide whether the issue belongs in a single-trade debrief or a broader journal pattern review.

When to use it

Use it when the user wants to:

• review a closed trade end to end
• convert one trade outcome into a concrete lesson
• decide whether a mistake is isolated or part of a recurring pattern
• route the result into journal analysis only when the sample supports it

Inputs and context

Ask for:

• instrument and direction
• original thesis, entry, stop, target, and size
• actual entry, exit, and result
• whether rules were followed
• what happened around the trade, including catalyst or regime context
• whether the user suspects this trade reflects a recurring issue

Helpful but optional:

• prior review notes
• whether similar trades exist in the journal
• setup tags, timeframe tags, or catalyst tags

Use the user's materials first.

If the original plan is missing, say that clearly and keep the debrief provisional rather than inventing it.

Workflow routing

Use the smallest useful chain:

1. Run post-trade-review on the closed trade.
2. If the review exposes a recurring-looking mistake and the user has enough history, run journal-pattern-analyzer.
3. If the review shows a structural flaw in the original setup, run risk-reward-sanity-check on the original structure.
4. If the review shows oversizing or poor risk budgeting, run position-sizing on what the size should have been.

Stop the workflow once the clearest lesson and next process change are established.