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Stock Trading Journal Template for Google Sheets & Excel

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A powerful, structured, and smart trading journal designed for serious traders who want to track, analyze, and improve their trading performance. Whether you're a day trader, swing trader, or long-term investor — this template helps you stay organized, make data-driven decisions, and grow consistently. It works seamlessly with individual stocks, ETFs, and other tradable assets, giving you full flexibility in tracking your portfolio.

Key Features:

  • Trade Log
    Record every trade with auto-calculated metrics like profit/loss, R-multiple, and trade type — all in one clean and sortable dashboard.
  • Monthly & Annual Reports
    Get detailed insights by month or year — total profit, return %, win rate, average performance, and more.
  • Strategy Performance Report
    Analyze each trading strategy individually — see which ones work and which need adjustment.
  • Stock Performance Report
    Track the performance of each individual stock or ETF to understand which assets deliver the best returns.
  • Smart Calendar View
    Visual calendar showing all your trades and results by date — easily spot your most active and profitable days.
  • Comparison Report
    Compare performance across different timeframes — track your progress and consistency.
  • Partial Exit Mastery
    Scale out in up to 3 stages per trade — take partial exits, with auto-averaged price and real-time P&L updates.
  • Positional Calculator
    Instantly calculate your risk-based position sizing, entry/exit levels, and reward targets for any trade setup.

Who Is This For?

  • Stock, ETF, options traders
  • Day traders, swing traders, and investors
  • Traders using multiple strategies
  • Anyone who wants to build discipline and improve trading outcomes

Why It’s Great:

  • More than a spreadsheet — it’s a complete trading performance system
  • Fully compatible with both Google Sheets and Excel
  • Automated calculations, charts, and smart visuals
  • Customizable to your trading style and strategy
  • Helps you reduce emotional decisions and trade with confidence

Want to grow as a trader?
This journal gives you clarity, consistency, and control — everything you need to take your trading to the next level.

WHAT’S INCLUDED?

- Step-by-step instructions 
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills

HOW IT WORKS:

1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. 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.

NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.

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