schema_version: 1
id: monthly-performance-review
display_name: Monthly Performance Review
display_name_ja: 月次パフォーマンスレビュー
cadence: monthly
estimated_minutes: 90
target_users:
  - part-time-swing-trader
  - long-term-investor
  - growth-investor
difficulty: intermediate
api_profile: no-api-basic

when_to_run: >-
  First weekend of each month, reviewing the prior month's closed positions,
  open thesis health, and process improvements. Closes the
  Plan -> Trade -> Record -> Review -> Improve loop.
when_to_run_ja: >-
  毎月最初の週末に、前月の決済済みポジション、未決済の投資仮説の健全性、
  プロセス改善を確認する。計画 -> 取引 -> 記録 -> 振り返り -> 改善 の
  ループを完結させる。
when_not_to_run: >-
  Do not skip this review even in losing months — that is when it matters most.
  Do not run weekly; the monthly cadence is intentional to filter noise.
when_not_to_run_ja: >-
  損失月であっても省略しない。そのような月にこそレビューが重要である。
  ノイズを除くため月次としているので、週次では実行しない。

required_skills:
  - trader-memory-core
  - signal-postmortem
optional_skills:
  - trade-performance-coach
  - backtest-expert
  - dual-axis-skill-reviewer

artifacts:
  - id: monthly_aggregate
    produced_by_step: 1
    required: true
  - id: aggregate_postmortem
    produced_by_step: 2
    required: true
  - id: monthly_performance_coach_report
    produced_by_step: 3
    required: false
  - id: monthly_behavior_patterns
    produced_by_step: 3
    required: false
  - id: next_month_operating_rules
    produced_by_step: 3
    required: false
  - id: hypothesis_revalidation
    produced_by_step: 4
    required: false
  - id: skill_review_findings
    produced_by_step: 5
    required: false
  - id: monthly_decision_log
    produced_by_step: 6
    required: true
  - id: rule_changes_for_next_month
    produced_by_step: 6
    required: true
  - id: skill_improvement_backlog
    produced_by_step: 6
    required: false

# final_outputs separates trade-side improvements from repo-side improvements.
# Schema-spec: this is an informational summary; validator does not enforce it.
final_outputs:
  - id: monthly_decision_log
    description: What trades worked / what did not, by category
    description_ja: カテゴリ別に整理した、機能した取引と機能しなかった取引
  - id: rule_changes_for_next_month
    description: Adjustments to position sizing, entry rules, regime gates
    description_ja: ポジションサイズ、エントリールール、レジームゲートの調整
  - id: skill_improvement_backlog
    description: Optional feedback into repo improvement loop (skills / workflows)
    description_ja: リポジトリ改善ループへの任意のフィードバック（スキル / ワークフロー）

steps:
  - step: 1
    name: Aggregate the month's trades and theses
    name_ja: 当月の取引と投資仮説を集計する
    skill: trader-memory-core
    produces:
      - monthly_aggregate
    decision_gate: false

  - step: 2
    name: Pattern-level postmortem across the month
    name_ja: 月間のパターン単位で事後分析する
    skill: signal-postmortem
    consumes:
      - monthly_aggregate
    produces:
      - aggregate_postmortem
    decision_gate: true
    decision_question: >-
      What recurring patterns appear across the month's outcomes? Classify by
      thesis quality, execution, market environment, and randomness.
    decision_question_ja: >-
      当月の結果にどのような反復パターンがあるか。投資仮説の質、執行、
      市場環境、偶然性に分類する。

  - step: 3
    name: Coach monthly process, risk, and behavior patterns
    name_ja: 月次のプロセス、リスク、行動パターンを振り返る
    skill: trade-performance-coach
    optional: true
    consumes:
      - monthly_aggregate
      - aggregate_postmortem
    produces:
      - monthly_performance_coach_report
      - monthly_behavior_patterns
      - next_month_operating_rules
    decision_gate: true
    decision_question: >-
      Which next-month operating rules should be accepted, modified, deferred,
      or journaled only?
    decision_question_ja: >-
      翌月の運用ルールのうち、採用、修正、保留、記録のみとするものはどれか。

  - step: 4
    name: Re-validate hypotheses via backtest
    name_ja: バックテストで仮説を再検証する
    skill: backtest-expert
    optional: true
    consumes:
      - aggregate_postmortem
    produces:
      - hypothesis_revalidation
    decision_gate: false

  - step: 5
    name: Review which skills helped or hurt
    name_ja: 有効だったスキルと逆効果だったスキルを確認する
    skill: dual-axis-skill-reviewer
    optional: true
    consumes:
      - aggregate_postmortem
    produces:
      - skill_review_findings
    decision_gate: false

  - step: 6
    name: Produce decision log and rule changes
    name_ja: 判断記録とルール変更を作成する
    skill: trader-memory-core
    consumes:
      - aggregate_postmortem
      - hypothesis_revalidation
      - skill_review_findings
    produces:
      - monthly_decision_log
      - rule_changes_for_next_month
      - skill_improvement_backlog
    decision_gate: true
    decision_question: >-
      Based on this month's evidence, what specific rules will change next
      month? Trade-side rules vs repo-side improvements should stay separate.
    decision_question_ja: >-
      当月の証拠に基づき、翌月に変更する具体的なルールは何か。取引側のルールと
      リポジトリ側の改善は分けて扱う。

manual_review:
  - Distinguish process improvements (rule changes) from outcome accidents (randomness).
  - Trade-side rule changes apply to the trader's behavior next month.
  - Skill-side improvements are repo-improvement candidates and may or may not be acted on.
  - Be willing to delete or downgrade rules that aren't working — not just add new ones.
manual_review_ja:
  - プロセス改善（ルール変更）と、偶然による結果を区別する。
  - 取引側のルール変更は、翌月のトレーダーの行動に適用する。
  - スキル側の改善はリポジトリ改善候補であり、必ず実施するとは限らない。
  - 新しいルールを追加するだけでなく、機能していないルールの削除や格下げも検討する。

journal_destination: trader-memory-core