Trading & Investment
Guides and tutorials related to trading & investment
Practical articles, spreadsheet templates, and step-by-step instructions to help you work faster and make better decisions with data.
How to Track Stock Prices in Google Sheets with GOOGLEFINANCE
Learn how to use GOOGLEFINANCE in Google Sheets to retrieve current and historical stock prices. Build a clean price table, generate formulas, calculate position values and troubleshoot common errors.
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How to Calculate Portfolio Allocation Drift in Excel
Learn how to compare current and target portfolio weights in Excel or Google Sheets. Build the allocation drift formula, calculate dollar gaps, check a worked example and avoid common spreadsheet errors.
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How to Calculate XIRR for an Investment Portfolio
Learn how to calculate an annualized, money-weighted portfolio return with XIRR. Build a dated cash-flow schedule, use the formula in Excel or Google Sheets, check a worked example and fix common errors.
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How to Track MFE and MAE to Improve Your Exit Analysis
Learn how Maximum Favorable Excursion and Maximum Adverse Excursion reveal what happened while a trade was open. Calculate both metrics for long and short trades, build the formulas in Excel or Google Sheets, and test the interactive calculator.
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How to Track Your Investment Portfolio in Excel
Build an investment portfolio spreadsheet that separates deposits from gains. Follow a practical setup for accounts, transactions, holdings and monthly reviews, with a worked example and gain calculator.
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How to Create a Trading Journal in Excel: Setup Guide & Essential Metrics
Build a practical trading journal in Excel or Google Sheets with the right columns, formulas, risk metrics, screenshots, and weekly review process.
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How to Build a Low-Risk Trading Plan for 2026
Building a low-risk trading plan isn't about chasing high returns—it's about capital preservation and minimizing drawdowns. Discover the step-by-step roadmap for trading success in 2026.
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Trading Indicators vs. Price Action: Tracking Efficiency
What is more efficient: mathematical indicators or raw price action? This in-depth guide explores the data-driven approach to tracking efficiency and finding your edge.
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How to Spot Your Worst Trading Times Using Data
Performance isn’t uniform across every hour. Discover how to systematically analyze your historical data to find underperforming windows and boost your overall trading expectancy.
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Why Manual Data Entry Beats Automated Journals for Discipline
In an era of one-click automation, why do pro traders still log trades manually? Explore the science behind the "Discipline Gap" and why convenience might be costing you your edge.
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Common Mistakes in Trading Journaling and How to Avoid Them
Many traders abandon their journals or use them ineffectively. This guide explores common pitfalls—from inconsistency to emotional dishonesty—and how to fix them today.
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How to Audit Your Own Trades Every Weekend
Auditing your trades isn't just a routine—it's a strategic ritual. Discover how a weekly deep dive into your journal can improve your decision-making by up to 30%.
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