How to Run a Weekly Review with Relay

The Weekly Review is one of Relay's most practical capabilities, a structured, comprehensive performance report across all your active bots, compiled in seconds. Used consistently, it gives you a reliable rhythm for reviewing what worked, what didn't, and where your attention should go in the week ahead.

This guide walks through how to trigger it, what the output includes, and how to turn the findings into action.

When to use weekly review

The Weekly Review is best used at two natural points in your week:

• End of week — before markets close on Friday, or over the weekend when you have time to think
• Start of week — Monday morning before the market opens, to set context for the week ahead

Consistent timing matters. Running the review at the same point each week gives you comparable data across periods and makes it easier to spot trends that develop over multiple weeks.

Triggering the review

There are two ways to start a Weekly Review in Relay:

Option 1: Click the Weekly Review chip

From the Relay capability grid, click "Weekly Review." Relay will immediately pull the last 7 days of data across all your bots and generate the report.

Option 2: Type it naturally

"Run a weekly review for all my bots." "How did all my bots perform this week?" "Give me a weekly summary."

Any of these will trigger the same report. If you want to adjust the time range, last 14 days, the previous week rather than the current one, just specify it:

"Run a weekly review for the week ending March 7th." "Give me a two-week performance summary."

What the report includes

A typical Weekly Review output covers:

Portfolio-level summary

• Total P&L across all bots for the period
• Total number of trades executed
• Overall win rate
• Average hold time across all trades

Bot-by-bot breakdown

For each active bot:

• P&L for the period
• Win rate and trade count
• Average P&L per trade
• Avg hold time
• Notable patterns or observations

Standouts

• Best performing bot for the week
• Underperforming bots worth reviewing
• Any bots that were unusually active or inactive

Contextual notes

Relay may surface observations about the week's trading conditions, periods of high activity, trades that behaved differently than usual, or configuration factors that appeared to influence outcomes.

Reading the output

The report is structured as a written summary, not a raw data table. Relay presents the information in plain language, which makes it easy to skim for the highlights and then drill into whatever is most relevant.

A few things to pay attention to:

Win rate vs P&L A bot can have a high win rate and still underperform on P&L if the losing trades are significantly larger than the winners. Look at both metrics together, not in isolation.

Trade count A low trade count in a given week might mean the bot had few valid signals, or it might indicate a configuration issue with entry conditions. If a normally active bot went quiet, it's worth asking Relay why:

"Why did [bot name] take so few trades this week?"

Average hold time Significant changes in average hold time can indicate that exit conditions are firing differently than usual, worth investigating if the number looks off.

Following up

The Weekly Review is a starting point, not an endpoint. After reading the summary, use follow-up questions to go deeper on anything that stands out:

"Which bot had the best risk-adjusted performance this week?" "Show me the individual trades from [bot name] this week." "Were there any anomalies in this week's data?" "How does this week compare to last week for [bot name]?"

Relay holds the context of the review in the conversation, so you can ask follow-ups without re-stating the time period or bot names.

Turning findings into action

A weekly review is only useful if you act on it. Here's a practical framework for what to do with the output:

If a bot underperformed: Use Compare Bots or What-If Simulation to explore whether configuration changes might have improved outcomes. Don't make changes based on a single week, look for patterns across multiple reviews.

If a bot outperformed: Note what conditions were present. Use VIX Correlation to check whether the outperformance was connected to volatility levels that may not persist.

If you spot unusual trade behavior: Run Trade Replay on the specific trades that look off to understand exactly what happened at the execution level.

If everything looks consistent: That's useful information too. A stable, consistent weekly pattern is a signal that your configuration is doing what it's supposed to do.

Building a review habit

The traders who get the most out of the Weekly Review use it as a non-negotiable part of their week, not something they do when they feel like it, but a fixed part of their routine. Even a week where nothing surprising happened is worth reviewing, because those are the weeks that establish your baseline for what "normal" looks like.

Set a recurring time, open Relay, and run the review. It takes minutes and compounds over time.