This Excel spreadsheet provides a trading journal for active stock traders. It’s designed for traders who want to track, manage and maximize their performance in an easy-to-use spreadsheet.
This spreadsheet will help you track every single buy and sell in a customizable journal. New trades are easily added, and the spreadsheet suggests a stop-loss (based on the average true range, which every serious trader should know) and buy quantity (based on the initial risk, or 1R). Trades are saved in a historical ledger, and the spreadsheet summarizes all important trading parameters.
The New Trade section lets you specify a trade, including the buy date, ticker symbol, ATR, buy price, and quantity purchased. If you’ve entered the last trading price, the spreadsheet will also suggest a quantity to purchase
When you click the SAVE TRADE button, the trade is entered into the Ledger section. When they’re known, you can enter the sell price, sell commission and close date. The spreadsheet then calculates the realized profit (or loss!), the R-multiple, and several other parameters.
Download Excel Trading Journal Spreadsheet
Dear Samir,
Thank you very much for preparing and publishing the above trade journal which I use for my – however only limited number of – trades. I really appreaciate it.
Actually it is a lot better than what I have seen on other web sites!
In this regard, I have two questions, more precise one question and one request.
a) In the spreadsheet there is a bx called “last trade”? What do you mean by this? What am I supposed to fill in it?
b) Could you kindly send me or publish a version of the excel program which works with Excel 2003? I tried to simply save it with teh “xls.” ending, but then the makro does not work.
Thank you very much for your response and best regards,
Oliver
Samir,
please ignore question a). I obviously did not fully read your explanations.
thx
Oliver
Oliver
No problem – let me know if you have other questions!
Samir
Dear Samir,
Thank you very much for publishing a revised version of your trading journal. I downloaded the v2 spreadsheet and started to fill in my trades.
The spreadsheet works fine with Excel 2010 but when I use the excel file under Excel 2003 (which is the version I normally use) it says:
“Runtime error 438 (Object does not support this property or method).”
Can you help me? (I have no idea how macros work or how vba works). I googled a bit to find out that this happened before (although I cannot solve it).
Thanks a lot for your help!
Oliver
Dear Samir,
I solved it!
It now works fine.
Thx Oliver
Hi, When i click the “save trade” button it puts the new trade on the top of the ledger, shifting all my other trades down. I was wondering if there was anyway to edit this function to keep the older trades at the top, and put newer trades on the bottom as it allows me to add some more things i would like to keep track of in my diary!
Is there a way to add max draw down and calmar into this spreadsheet?
Hello,
Can you make a journal for option trading?
Thanks alot!
Mike
I’ll try to. Time is the limiting factor!