免费 股票交易日志 电子表格模板
记录股票交易的买入、卖出和盈亏详情。通过累计盈亏计算跟踪交易表现。
Upgrade your spreadsheet
Here is how you unlock a better version.
Essentials
- Full-featured Stock Trading Journal with dashboard and detailed analytics
- Pre-filled subcategories, sample scenarios, and helper calculations
- Larger data capacity for real-world usage
$12 one-time
Ultimate Most complete
- Log up to 200 trades with ticker, date, direction (Long/Short), shares, entry price, exit price, strategy, and notes
- Dashboard with 6 KPI cards: total P&L, win rate, best trade, average win, average loss, and total trades
- Performance Summary showing total trades, wins, losses, win rate, average gain, average loss, and largest win and loss by ticker
$19 one-time
包含内容
- 仪表板提供交易表现指标，显示总交易次数、胜率、平均回报和累计盈亏
- 交易记录包含股票代码、买入日期、买入价、卖出日期、卖出价、股数和盈亏列
- 每笔交易的盈亏基于买入价、卖出价、股数和佣金成本自动计算
- 胜率和平均回报在每次交易录入后更新，并分别统计做多和做空数据
- 累计盈亏跟踪，配有彩色标记的输入单元格（黄色）和自动计算的表现指标（蓝色）
- 适用于 Microsoft Excel、Google Sheets 和 LibreOffice Calc，无需任何设置
Free、Essentials 与 Ultimate - 有什么区别？
Free $0
- "Trade 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
Essentials $12
- 包含 Free 的全部
- Full-featured Stock Trading Journal with dashboard and detailed analytics
- Pre-filled subcategories, sample scenarios, and helper calculations
- Larger data capacity for real-world usage
- $12 one-time purchase, lifetime access
Ultimate $19
- 包含 Essentials 的全部
- Log up to 200 trades with ticker, date, direction (Long/Short), shares, entry price, exit price, strategy, and notes
- Dashboard with 6 KPI cards: total P&L, win rate, best trade, average win, average loss, and total trades
- Performance Summary showing total trades, wins, losses, win rate, average gain, average loss, and largest win and loss by ticker
- Monthly P&L sheet aggregating trades by month: total trades, wins, losses, gross profit, gross loss, and net P&L per month
股票交易日志 模板的工作原理
Trade log with entry, exit, size, and P&L per trade. Open the spreadsheet, enter your own numbers, and let the formulas do the math.
此模板何时有用
- You want a simple log of trade log without connecting accounts or learning a new app.
- You need a record for taxes, reimbursement, or a quarterly review.
- You prefer one row per entry so you can sort, filter, and total later.
- You want something that opens in Excel, Google Sheets, or LibreOffice with no setup.
充分利用的小贴士
- Keep the column labels simple - the formulas work best when categories are consistent month to month.
- Log every trade regularly - once a week is a good rhythm for most people.
需要避免的常见错误
- 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.
如何使用这个股票交易日志模板
1
记录每笔交易
为每笔完成的交易输入股票代码、买入日期、买入价、卖出日期、卖出价和股数。
2
记录交易理由
添加关于每次买入和卖出原因的备注。这有助于回顾交易决策模式。
3
查看交易结果
每笔交易的盈亏基于买入价、卖出价、股数和佣金自动计算。
4
检查表现指标
仪表板显示总交易次数、胜率、平均盈利、平均亏损和累计盈亏。
由 Claude AI 构建，经我们精心打磨。
我们使用 Claude AI 在深入研究后起草每个模板。然后由团队接手，优化布局、全面测试每个公式、修复边界情况，并打磨设计，直到达到我们自己愿意使用的标准。AI 完成了 80% 的工作，最后 20% 靠的是人工判断。
Upgrade your spreadsheet
Here is how you unlock a better version.
Essentials
- Full-featured Stock Trading Journal with dashboard and detailed analytics
- Pre-filled subcategories, sample scenarios, and helper calculations
- Larger data capacity for real-world usage
$12 one-time
Ultimate Most complete
- Log up to 200 trades with ticker, date, direction (Long/Short), shares, entry price, exit price, strategy, and notes
- Dashboard with 6 KPI cards: total P&L, win rate, best trade, average win, average loss, and total trades
- Performance Summary showing total trades, wins, losses, win rate, average gain, average loss, and largest win and loss by ticker
$19 one-time
常见问题
能计算胜率吗？
可以。胜率为盈利交易次数除以总交易次数。仪表板在每次新交易录入后更新。
可以跟踪佣金吗？
可以。添加每笔交易的佣金成本。佣金会从盈利中扣除或计入亏损。
支持做空交易吗？
支持。对于做空交易，将卖空价作为买入价，回补价作为卖出价。盈亏计算对两个方向均正确。
能按股票代码查看表现吗？
按股票代码筛选或排序即可查看单只股票的所有交易。这有助于识别哪些股票盈利最多。
如何在 Google Sheets 中打开？
将 .xlsx 文件上传到 Google Drive，然后使用 Google Sheets 打开。所有公式和格式都会保留。
此模板使用什么许可证？
所有免费模板均采用 CC BY 4.0（知识共享署名）许可证发布。您可以自由使用、修改和分享，包括用于商业用途，只需注明来源为 FinancialAha.com。模板按原样提供，不构成财务建议。