Download the Schwab app from iTunes®Get the AppClose

  • Find a branch
  • Chat
To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Print
Browse Topics:    Trading Strategies    Research & Analyze    

Lee Bohl on Performance Review Frequency

Lee Bohl shares advice on how often you should review your trade performance.

Sharpen Your Trading Skills With Live Education
Online Courses
Local Workshops

Follow us on Twitter
@Schwab4Traders

I think one of the best ways to become a more effective trader is to constantly review your performance. After all, if you don't, how do you know if you're making money or not? Now, how often should you review your performance? I think this depends on your frequency of trading. If you place several trades a day you might want to place your performance review at the end of each week, but if you only do a few trades a month, probably at the end of each quarter is more appropriate. Reviewing performance can really give you insight in what you're doing.

   Was this helpful?  

Schwab has tools to help you mentally prepare for trading

Talk trading with a Schwab specialist anytime.
Call 888-245-6864
M-F, 8:30am - 9:00pm EST
Get 500 Commission-Free Online Equity and Options Trades for Two Years

Important Disclosures