Stock Trading Journal Plantilla Essentials
Log stock trades with entry, exit, and profit/loss details. Track trading performance over time with running P&L calculations.
Qué incluye
- Dashboard with trading performance metrics showing total trades, win rate, average return, and cumulative P&L
- Trade log with columns for ticker, date entered, entry price, date exited, exit price, shares, and profit or loss
- Profit and loss per trade calculated automatically from entry price, exit price, shares, and any commission costs
- Win rate and average return calculations updated after each trade entry with separate long and short stats
- Running cumulative P&L with color-coded input cells (yellow) and auto-calculated performance metrics (blue)
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Need more from this template?
The Essentials version covers everyday tracking. Ultimate goes further with multi-entity support, scenario analysis, and ultimate-grade reporting.
- Dashboard with trading performance metrics showing total trades, win rate, average return, and cumulative P&L
- Trade log with columns for ticker, date entered, entry price, date exited, exit price, shares, and profit or loss
- Profit and loss per trade calculated automatically from entry price, exit price, shares, and any commission costs
- Win rate and average return calculations updated after each trade entry with separate long and short stats
- Registra hasta 200 operaciones con ticker, fecha, dirección (Long/Short), acciones, precio de entrada, precio de salida, estrategia y notas
- Panel con 6 tarjetas de KPI: P&L total, tasa de acierto, mejor operación, ganancia promedio, pérdida promedio y total de operaciones
- Resumen de Rendimiento que muestra total de operaciones, aciertos, fallos, tasa de acierto, ganancia promedio, pérdida promedio y mayor ganancia y pérdida por ticker
- Hoja de P&L Mensual que agrega operaciones por mes: total de operaciones, aciertos, fallos, ganancia bruta, pérdida bruta y P&L neto por mes
- Análisis por Estrategia que desglosa el rendimiento por estrategia de trading: tasa de acierto, P&L promedio, P&L neto y cantidad de operaciones por estrategia
Vista previa
Mira qué contiene esta plantilla
Cómo usar esta plantilla de Stock Trading Journal
Log each trade
Enter the ticker, entry date, entry price, exit date, exit price, and number of shares for every completed trade.
Record your rationale
Add notes about why you entered and exited each position. This helps review decision patterns over time.
Review trade results
Profit or loss per trade calculates automatically from entry price, exit price, shares, and commissions.
Check performance metrics
The dashboard shows total trades, win rate, average gain, average loss, and cumulative P&L.
Creadas por Claude AI. Perfeccionadas por nosotros.
Usamos Claude AI para crear el borrador de cada plantilla, después de una investigación profunda. Luego nuestro equipo interviene. Refinamos el diseño, probamos cada fórmula a fondo, corregimos casos especiales y pulimos el diseño hasta que se siente como algo que realmente usaríamos nosotros mismos. La IA nos lleva al 80%. El último 20% es criterio humano.
Preguntas frecuentes
Does it calculate win rate?
Yes. Win rate is the number of profitable trades divided by total trades. The dashboard updates after each new trade entry.
Can I track commissions?
Yes. Add commission costs per trade. They are subtracted from the profit or added to the loss for each position.
Does it support short selling?
Yes. For short trades, enter the short sale price as the entry and the cover price as the exit. The P&L calculation works correctly for both directions.
Can I see performance by ticker?
Filter or sort by ticker to see all trades in a single stock. This helps identify which tickers are most profitable.
¿Cómo abro esto en Google Sheets?
Sube el archivo .xlsx a Google Drive y luego ábrelo con Google Sheets. Todas las fórmulas y el formato se conservarán.
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