Review the move in context
Start with the exact symbol, interval, time range, price move, volume, and technical state. Then inspect available company, sector, macro, commodity, or news evidence without turning temporal overlap into an unsupported causal claim.
Turn conditions into repeatable work
Save layouts, research views, alerts, and strategy definitions so the next review uses the same inputs. Alert previews and strategy summaries expose the trigger, timing, and relevant limits before the workflow is activated.
Test before relying
Historical tests can include costs, parameter sensitivity, walk-forward checks, and adverse scenarios. Sparse data, overfitting, execution differences, and market-regime change remain material limitations.
Review outcomes
Decision notes and later outcome windows help compare what was expected with what happened. ChartCompass supports analysis and paper workflows; it is not a broker and does not place live trades.
