Swing Trader OS · Weekly Review
Week
Phase
Process
DRC
—/7
Gate
—/6

The week, audited.

One control panel. Nine sections. One decision and one constraint, written down. Close the week before opening the next one.

9 sections · 45–60 min standard · 25 min fallback
§0
Week Identity
Tag the week so the gate can roll up correctly
1
2
3
Standard
Fallback
Used to compute Gate Criterion #5 (two-week confirmation).
§1
Weekly Summary
Rolled up from DRC + TCJ. Read, don't interpret.
TCJ rollup
No TCJ data loaded.
Floor not met: TCJ cases below the phase floor. Gate Criteria #1, #2, #3 marked Insufficient Data for this week.
Weekly Process Score
Enter daily Process Scores below to compute.
From DRC §5 each day. The weekly mean becomes Gate Criterion #5 input.
Cases Logged
BT / Sim / NT
Trades Taken
Win Rate
Avg R Realized
Avg R:R Planned
Avg Execution
DRC Days
—/7
Rule Breaches
§2
Adherence Review
Plan followed, separate from P&L
Weekly Adherence %
On Track
Watch
Off Track
On Track ≥ 80% · Watch 60–79% · Off Track < 60%.
Banned: "I was disciplined" · "Mostly stuck to plan" · any P&L reference.
Note must include a Case ID (TCJ-x-x-xx format).
§3
Process Review
The 6 components, scored 0–7
Each component scored 0–7 days. Weakest becomes the candidate for next week's Locked Constraint.
a. DRC complete
b. Risk Mode obeyed
c. Pre-Trade Plan
d. Zero breaches
e. TCJ logged
f. No Drift L3
§4
Rule-Breach Review
Name the pattern, then constrain it
Setup 1
Setup 2
Setup 3
None
A
B
C
None
YES
NO
Banned: "Was impatient" · "Need to be patient." Must be a checklist-derived pattern.
Clean (0)
Tolerable (1–2)
Pattern (3+)
Compounding
Compounding (same top breach 2 weeks running) forces Risk Mode floor to B next week.
YES
NO
§5
DRC + TCJ Hygiene
Were the tools actually used?
Phase 1 floor: 20 backtest/week. Phase 2–3 floor: 3 sim or no-trade/week.
TCJ Hygiene
§6
Playbook (Atlas) Update
Consume the week's TCJ signals
Queued signals from TCJ §4. Each requires a decision: Codify, Hold, or Demote.
+ Hit TCJ-2-12-01 · Setup 1 · BTC
Win + Plan Match Full. Setup 1 trend continuation, +2.0R. Codify increment.
Codify
Hold
Demote
+ Miss TCJ-2-13-01 · Setup 1 · BTC
Loss with valid thesis. Invalidation hit cleanly. No demotion needed.
Codify
Hold
Demote
Demote Flag Setup 2 · 3rd loss · Premature exit pattern
Third loss same failure mode in Setup 2. Cannot Hold past 2 weeks.
Codify
Hold
Demote
Variation TCJ-2-14-02 · ETH · Range Reclaim
Win on undocumented Driver (Range Reclaim). Candidate for new Atlas variant.
Codify
Hold
Demote
Updated
Skipped
No Signals
Skipped permitted max 2 consecutive weeks. Third week Skipped freezes Gate #3 red.
§7
Readiness Gate Snapshot
The 6 criteria, status now
#1 Win Rate ≥ 45%across 35+ backtest cases
#2 Avg R:R ≥ 1.2across closed cases
#3 Playbook complete + updatedper Atlas verdict
#4 Drawdown protocol writtenone-time toggle
#5 Process Score ≥ 7 (×2 wks)this + last week
#6 DRC filled every day7/7 this week
YES
NO
Criteria Green —/6
Promotion Eligible only appears at Week 8. Earlier weeks show "Tracking."
§8
Weekly Decision + Locked Constraint
One verdict. One rule for next week.
Solid
Mixed
Off-Process
Continue
Adjust 1 rule
Halt & reset
Format: "Next week I will [verb] [object] [boundary]." Must be specific and verifiable.
Constraint must start with "Next week I will" and be specific.
A
B
C
0
1
2
3
§9
Action Items (≤3)
Tool edits, not feelings
Each action must be assignable to a specific section and a verify-by day. Max 3 items.
Action 1
Action 2 (optional)
Action 3 (optional)
Rejected: "Read more about psychology" · "Watch more charts" · "Get better at regime." Each must be a tool edit.

Swing Trader OS · Weekly Review v1.0 · Close the week before opening the next.