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
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.
IMPORTANT TECHNICAL NOTE (Excel Version Only)
- Real-Time Data:
The Excel version uses native Microsoft 365 "Stocks" data types to pull live market prices and currency exchange rates. This is an official, built-in feature of Microsoft Excel.
Reference: About the Stocks financial data sources - Offline Mode:
You can fully use the journal offline to enter and manage your trades. An internet connection is only required when you want to refresh the live market data. - Security:
This template contains no hidden macros or external data connections. It relies solely on the standard Connected Experiences provided by Microsoft for data security and privacy. - Full Control:
Sheets and formula cells are locked only to prevent accidental deletion. There is no password protection. You can easily unlock any tab by right-clicking it and selecting "Unprotect Sheet" as per official Excel instructions.
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.
| Plan Comparison |
LIFETIME ACCESS Stock Journal |
SaaS Journals TradeZella, TraderSync, etc. | Free Tools |
|---|---|---|---|
| Payment Structure | $27.99 One-time payment | $30 — $79 Every month | $0 |
| 💰 YOUR SAVINGS (1 Year) | SAVE UP TO $900+ | -$360 to -$948 | $0 |
| Privacy & Safety | ✓ No API Keys Needed Your data never leaves your file | ✕ Requires API Access 3rd party servers | Low Privacy |
| Token Support | ✓ Instant (Any Asset) Stocks, ETFs & Custom Symbols | Delayed Sync Service dependent | Basic Only |
| Ownership | ✓ 100% Lifetime Access File is yours forever | ✕ Subscription Lock No pay = No access | Lifetime |
| Support | ✓ Premium Level | ✓ Professional | ✕ Not |
| Platform | Google Sheets / Excel | Web-App | Spreadsheet |
