Stock Trading Journal Template for Google Sheets and Excel

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 traders
• Day traders, swing traders, and long-term investors
• Multi-strategy traders
• Anyone focused on trading discipline and improvement

Why You’ll Love It:

• Not just a spreadsheet — it’s a complete performance tracking system
• Works seamlessly in both Google Sheets and Excel
• Includes automation, charts, and visual summaries
• Tailored to adapt to your strategy and trading style
• Encourages 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 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:

• 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.