Stock Trading Journal Essentials-sjabloon
Log stock trades with entry, exit, and profit/loss details. Track trading performance over time with running P&L calculations.
Wat zit erin
- 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
- Registreer tot 200 trades met ticker, datum, richting (Long/Short), aandelen, instapprijs, uitstapprijs, strategie en notities
- Dashboard met 6 KPI-kaarten: totaal winst/verlies, winstpercentage, beste trade, gemiddelde winst, gemiddeld verlies en totaal trades
- Prestatieoverzicht met totaal trades, winsten, verliezen, winstpercentage, gemiddelde winst, gemiddeld verlies en grootste winst en verlies per ticker
- Werkblad Maandelijks Winst/Verlies dat trades per maand aggregeert: totaal trades, winsten, verliezen, brutowinst, brutoverlies en netto winst/verlies per maand
- Strategieanalyse die prestaties per handelsstrategie uitsplitst: winstpercentage, gemiddeld winst/verlies, netto winst/verlies en aantal trades per strategie
Voorbeeld
Bekijk wat er in dit sjabloon zit
Hoe gebruik je dit Stock Trading Journal sjabloon
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.
Gebouwd door Claude AI. Verfijnd door ons.
We gebruiken Claude AI om elk sjabloon te ontwerpen, na uitgebreid onderzoek. Daarna neemt ons team het over. We verfijnen de indeling, testen elke formule grondig, lossen randgevallen op en polijsten het ontwerp totdat het iets is dat we zelf ook echt zouden gebruiken. De AI brengt ons 80% van de weg. De laatste 20% is puur menselijk oordeel.
Veelgestelde vragen
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.
Hoe open ik dit in Google Sheets?
Upload het .xlsx-bestand naar Google Drive en open het vervolgens met Google Sheets. Alle formules en opmaak blijven behouden.
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