Stock Trading Journal | Monthly Report | Strategy Performance Dashboard | Trading Dashboard | Google Sheets | Excel
An advanced, well-organized, and intelligent trading journal built for committed traders who aim to monitor, evaluate, and enhance their trading performance. Whether you trade daily, weekly, or invest for the long haul — this template keeps everything in one place, guiding you to make smarter choices and achieve consistent growth.
Main Features:
Trade Tracker
Log each trade with built-in calculations for profit/loss, R-multiple, and trade category — all presented in a simple, filterable dashboard.
Monthly & Yearly Summaries
View detailed breakdowns by month or year — including total gains, return percentages, win rates, and average metrics.
Strategy Insights
Examine the performance of each trading strategy separately to identify what’s working and where improvements are needed.
Stock-Specific Analysis
Measure the profitability of individual stocks to see which ones drive your returns.
Interactive Calendar
A smart calendar layout that maps your trades by date, making it easy to identify patterns and your most profitable periods.
Performance Comparison
Analyze your trading performance across selected timeframes to monitor consistency and growth.
Position Sizing Tool
Quickly calculate position sizes, stop-loss and target levels based on your risk parameters for each trade setup.
Ideal For:
Stock, crypto, and options tradersDay traders, swing traders, and long-term investorsMulti-strategy tradersAnyone focused on trading discipline and improvement
Why You’ll Love It:
Not just a spreadsheet — it’s a complete performance tracking systemWorks seamlessly in both Google Sheets and ExcelIncludes automation, charts, and visual summariesTailored to adapt to your strategy and trading styleEncourages confident, data-backed trading decisions
Ready to level up?
This journal delivers clarity, structure, and insight — everything serious traders need to evolve and excel.
WHAT’S INCLUDED?
Step-by-step instructions 4 Templates of SpreadsheetsSample Google Sheet with Mock DataBlank Google SheetSample Excel with Mock DataBlank ExcelEditable in Google Sheets and Microsoft ExcelCompatible with MAC, PC, Phones, or Tablets
HOW IT WORKS & REQUIREMENTS
YOU WILL NEED:
A device to access Google Sheets or Microsoft ExcelA Google Account (if using Google Sheets)Microsoft Excel software (if using Excel)Basic computer skills
HOW IT WORKS:
Purchase and download instantly.Open the PDF file to access the Google Sheet link.Download the Excel template.Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
This is a digital download; no physical items will be shipped.Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
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