Stock Trading Journal Modelo Essentials
Log stock trades with entry, exit, and profit/loss details. Track trading performance over time with running P&L calculations.
O Que Está Incluído
- 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
- Registre até 200 operações com ticker, data, direção (Compra/Venda a Descoberto), quantidade, preço de entrada, preço de saída, estratégia e observações
- Painel com 6 cartões de KPI: P&L total, taxa de acerto, melhor operação, ganho médio, perda média e total de operações
- Resumo de Desempenho mostrando total de operações, acertos, erros, taxa de acerto, ganho médio, perda média e maior ganho e perda por ticker
- Planilha de P&L Mensal agregando operações por mês: total de operações, acertos, erros, lucro bruto, perda bruta e P&L líquido por mês
- Análise por Estratégia detalhando o desempenho por estratégia de trading: taxa de acerto, P&L médio, P&L líquido e contagem de operações por estratégia
Pré-visualização
Veja o que tem dentro desta planilha
Como Usar Esta Planilha 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.
Criadas com Claude AI. Aperfeiçoadas por nós.
Usamos Claude AI para criar cada planilha, após uma pesquisa aprofundada. Depois, nossa equipe entra em ação. Refinamos o layout, testamos exaustivamente cada fórmula, corrigimos casos extremos e polimos o design até que pareça algo que nós mesmos usaríamos. A IA nos leva 80% do caminho. Os últimos 20% são puro julgamento humano.
Perguntas Frequentes
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.
Como abrir no Google Sheets?
Envie o arquivo .xlsx para o Google Drive e abra com o Google Sheets. Todas as fórmulas e formatações serão preservadas.
Mais modelos Essentials de Investing & Trading
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