Stock Trading Journal Modello Essentials
Log stock trades with entry, exit, and profit/loss details. Track trading performance over time with running P&L calculations.
Cosa include
- 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 fino a 200 operazioni con ticker, data, direzione (Long/Short), quantita, prezzo di ingresso, prezzo di uscita, strategia e note
- Dashboard con 6 schede KPI: P&L totale, tasso di vincita, miglior operazione, vincita media, perdita media e totale operazioni
- Riepilogo Performance che mostra operazioni totali, vincite, perdite, tasso di vincita, guadagno medio, perdita media e migliore e peggiore operazione per ticker
- Foglio P&L Mensile che aggrega le operazioni per mese: operazioni totali, vincite, perdite, profitto lordo, perdita lorda e P&L netto per mese
- Analisi Strategie che scompone le performance per strategia di trading: tasso di vincita, P&L medio, P&L netto e conteggio operazioni per strategia
Anteprima
Scopri cosa contiene questo modello
Come usare questo modello 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.
Creati da Claude AI. Perfezionati da noi.
Utilizziamo Claude AI per creare ogni modello, dopo una ricerca approfondita. Poi interviene il nostro team. Miglioriamo il layout, testiamo ogni formula, correggiamo i casi limite e rifiniamo il design fino a ottenere qualcosa che useremmo noi stessi. L'AI ci porta all'80%. L'ultimo 20% è tutto giudizio umano.
Domande frequenti
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.
Come posso aprirlo in Google Sheets?
Carica il file .xlsx su Google Drive, poi aprilo con Google Sheets. Tutte le formule e la formattazione saranno conservate.
Altri modelli Essentials Investing & Trading
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