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Free Download - Excel & Google Sheets

Free Options Trading Journal Spreadsheet Template

Options trade log with strategy, strikes, and net P&L per trade.

Essentials $12 Ultimate $19 Free See comparison
options-trading-journal.xlsx
Options Trading Journal preview

Free, Essentials, and Ultimate - what's the difference?

Free Options Trading Journal

Spreadsheet Template
Works in Excel and Google Sheets · CC BY 4.0
Works in Excel and Google Sheets · CC BY 4.0
What's Included
  • "Options Log" sheet with labeled columns and pre-filled sample rows you can overwrite
  • Column totals update automatically as you log new entries
  • Consistent layout - no setup, no pivot tables, no macros
  • Step-by-step "How to Use" guide included in a second sheet
  • Works in Microsoft Excel, Google Sheets, and LibreOffice Calc - no setup or sign-up
Options Trading Journal Essentials preview

Essentials Options Trading Journal

Spreadsheet Template
  • Everything in Free
  • Dashboard with options trading summary showing total premium collected, total premium paid, net P&L, and win rate
  • Options log with underlying ticker, strike price, expiration date, contract type (put or call), and premium fields
  • Premium and P&L tracking per contract with automatic calculations based on opening and closing premium prices
  • Strategy type categorization for covered calls, cash-secured puts, spreads, straddles, and other option strategies
View Essentials $12›
Most popular
Options Trading Journal Ultimate preview

Ultimate Options Trading Journal

Spreadsheet Template
  • Everything in Essentials
  • Log up to 150 options trades with ticker, strategy, direction, expiration date, strike, premium, contracts, open and close dates, and P&L
  • Dashboard with 6 KPI cards: total P&L, win rate, average win, average loss, premium collected, and open positions count
  • Strategy Analysis showing win rate, average P&L, total P&L, and trade count per options strategy (Covered Call, CSP, Iron Condor, etc.)
  • Monthly P&L sheet showing premium collected, premium paid, realized P&L, and win rate by month
View Ultimate $19›

How the Options Trading Journal template works

Options trade log with strategy, strike, expiry, and net P&L per trade. Open the spreadsheet, enter your own numbers, and let the formulas do the math.

When this template helps

01

You want a simple log of options log without connecting accounts or learning a new app.

02

You need a record for taxes, reimbursement, or a quarterly review.

03

You prefer one row per entry so you can sort, filter, and total later.

04

You want something that opens in Excel, Google Sheets, or LibreOffice with no setup.

Tips to get the most out of it

  • Keep the column labels simple - the formulas work best when categories are consistent month to month.
  • Log each trade regularly - once a week is a good rhythm for most people.

Common mistakes to avoid

  • Logging sporadically. A tracker only works if entries are consistent - weekly at minimum for most categories.
  • Changing column labels after entering data. The formulas reference columns by position; renaming is fine, but moving columns breaks the totals.
  • Letting the sheet balloon. When the row count gets unwieldy, archive older entries to a second file.

How to Use This Options Trading Journal Template

1
Review the sample data so
Review the sample data so you understand the layout.
2
Replace the sample values
Replace the sample values in the highlighted input cells with your own options strategies.
3
Totals and KPI strip
The totals and KPI strip at the top update automatically from your data.
4
When you hit
When you hit the row limit, upgrade to Essentials (or Ultimate) for more capacity.
Ultimate
Options Trading Journal Ultimate
Ultimate (19) adds multi-entity tracking and power-user reporting.
View Ultimate · $19

Built by Claude AI. Perfected by us.

We use Claude AI to draft each template, after a deep research. Then our team steps in. We refine the layout, stress-test every formula, fix edge cases, and polish the design until it feels like something we would actually use ourselves. The AI gets us 80% there. The last 20% is all human judgment.

Excel
Sheets
LibreOffice
No signup
Download instantly, no email required
Formula-driven
All calculations update automatically
Dual compatible
Works in Excel and Google Sheets
Sample data included
See the template in action right away

Frequently Asked Questions

What is the difference between Free, Essentials, and Ultimate?

Free is a single-sheet starter template (sample data + How to Use guide). Essentials ($12) adds a dashboard, charts, expanded categories, and pre-filled subcategories. Ultimate (when available) adds multi-entity tracking, scenario analysis, and power-user reporting across 6-7 interconnected sheets.

Should I upgrade to Essentials?

Upgrade to Essentials if you want a dashboard with charts, more categories, larger capacity, and a more polished spreadsheet for ongoing use. The Free version is a good fit for one-off planning or trying out the layout.

Is Essentials worth $12?

Essentials is a one-time $12 purchase with no subscription. It typically adds a full dashboard, 30-50% more categories or rows than the Free version, and richer formulas. Most buyers upgrade after using the Free version for a few weeks and hitting its limits.

What is included in the free version?

The free Options Trading Journal is a single-sheet template with sample data and a "How to Use" guide. It covers the essentials. The Essentials version ($12) adds a dashboard, larger capacity, and extended categories; Ultimate (when available) adds multi-entity tracking and ultimate-grade reporting.

Can I add more rows?

Yes. Copy the last sample row and paste below. Totals in the header recalculate automatically to include the new rows.

Does it work on Google Sheets?

Yes. Open the file from Google Drive (right-click and choose "Open with Google Sheets") - formulas are compatible.

Is the file safe to download?

Yes. No macros, no sign-up, no tracking. The file is a plain .xlsx that opens directly in Excel, Google Sheets, or LibreOffice Calc.

How do I open this in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

What license is this template under?

All free templates are released under CC BY 4.0 (Creative Commons Attribution). You can use, modify, and share them freely - including for commercial purposes - as long as you credit FinancialAha.com. They are provided as-is and do not constitute financial advice.

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Options Trading Journal
Free · $12 · $19
View Essentials