Options, Stock & Futures Trading Journal Template for Google Sheets & Excel
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This template helps you track all your trades in one place. Whether you're trading options, stocks, or futures, it allows you to record key details like entry and exit points, trade size, and profit/loss and more.
Key Features:
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Track All Trade Types: Includes sections for Options, Stocks, and Futures to record detailed information for each trade. Keep track of entries, exits, profits, and losses all in one place.
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Profit & Loss Tracking: Instantly see how much you're making or losing per trade with automatic calculations for profit and loss.
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Risk Management: Set and track your Stop Loss, Take Profit levels, and calculate Risk/Reward Ratios to ensure each trade aligns with your strategy.
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Customizable Columns: Easily add or remove columns to suit your trading style and preferences.
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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.
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Comprehensive Analytics: Automatically generate performance reports to analyze your winning rate, return on investment (ROI), and other critical statistics.
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Clear Layout: Intuitive design to easily track your trading activity, making it easy to review and adjust strategies.
Benefits:
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Complete Trade History: Record every trade in detail with columns for each aspect of the trade — from entry price to exit, and everything in between.
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Performance Insights: Visualize how well your strategies are working with built-in charts and performance summaries.
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Customizable & Flexible: Whether you're a swing trader, day trader, or long-term investor, you can easily adapt the template to your needs.
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Works in Google Sheets & Excel: Use it across devices and platforms — works seamlessly in both Excel and Google Sheets for ultimate convenience.
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Save Time: No more manual calculations — the template automatically handles profit/loss and other key metrics, saving you valuable time.
Who Is It For?
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Individual Traders: Keep track of your own trading activity with a simple yet powerful tool.
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Professional Traders: Use advanced tracking features to manage and optimize your trading strategies.
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Hobbyists and Beginners: Ideal for traders starting out who want to easily track their trades and improve over time.
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Trading Coaches & Mentors: Great for helping clients or students review their trades and improve their strategies.
Why You Need It:
Staying organized and disciplined is essential for long-term trading success. This Trading Journal Template helps you avoid costly mistakes by providing structure and clarity to your trades. Whether you're focused on Options, Stock, or Futures, this template is your all-in-one solution to track, review, and improve your trading performance.
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
FEATURES & LIMITATIONS
- Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
- Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
- Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
- Language: This template is provided in English
- No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
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.
Now, I can track my portfolio professionally. These templates save me time and give me a clear picture of what I am spending and which ones of my positions are losing and which ones are winning. This is what I called a real tracking system.
With this template, I easily and simply track the transactions in my investment account.
A simple and easy way to track our trades.
High quality spreadsheets for trade journaling. I have purchased two, one for Forex and another for Stocks. Very pleased with quality, layout and insights provided
Excellent tool. Now I'm able to track my investing & trading strategies in great detail. Some items in the spreadsheet I didn't know was trackable but now I track and graph.
What a great and convenient way to keep all your goals in order. I just take a peek at my sheet and I know exactly what to do. Nothing to think about
Easy to Access & to monitor my Journal on Weekly basis
Thanks, fast shipping and great template.
The sheets function as advertised. Customer service has been great.
Bought subscription, love access to multiple templates
The layout is clean and professional
I can see my profits and losses clearly
Super practical for daily trading
Logging entries and exits is fast and simple
Bought this template, very happy with it
Really easy to track all my trades now
Bought subscription, very convenient and practical
Logging trades daily has become simple
The journal makes trading less stressful
Helps me track profits and losses
I can quickly compare trades and results
Super happy with this purchase
The spreadsheet is intuitive and flexible
I feel more professional and organized
Logging trades consistently is much easier now
The journal keeps me accountable
Helps me plan trades more efficiently
Super easy to analyze results
The layout is very clear and readable
I can track options, stocks, and futures in one sheet
Logging trades is organized and smooth
Bought multiple templates, all very useful
I feel more confident using this journal
