Trading Journal - Track Your Stock/Options Trading
Lacking a spreadsheet for tracking your stock and options trades? Look no further than the Trading Journal. With this spreadsheet you can track a handful of details and see key information that could provide huge benefits to helping you along your path to becoming a better trader!!
Basic trade details are logged into the spreadsheet and feed the dashboard view you find above in this product listing.
This spreadsheet works great for tracking the below types of trades/actions that happen within your Brokerage/Roth Trading accounts:
- Covered Calls
- Cash Secured Puts
- Leaps
- Scalps
- Call and Put Credit Spreads
- Swing Trades
- Shares
- Dividends
- Interest Payments
Key position details: - Ticker Symbol - Quantity (Option contracts/Shares) - Entry/Exit Price
Have issues keeping up with the results of past/current trades? This spreadsheet will help keep up with the results of your trades.
Trade Results: - Open/Closed/Assigned/Called Away/Expired/Rolled
Notes/Comments: - Any additional information or observations This template allows you to input and track the necessary details for each type of trade, helping you stay organized and informed about your stock and options portfolio when looking back and reviewing your trades.
Dashboard View - See both Open/Closed positions across either your Taxable or Non-Taxable account in a quick summary. Better understand what you have done and where your current open positions place you in terms of profit/loss in a given month. See first screenshot.
Closed Stock Symbol Detail - Choose your dates, account, and category of trade. Next populate your ticker symbol and get a quick summary of profit loss and how well you trade that particular stock. See 2nd screenshot.
Many more cool features to help you better understand your results and help showcase all your hard work in the market!
**This spreadsheet comes complete with an instructions tab to walk you through the entire spreadsheet in addition to how to import into Google Sheets**
You’ll get 1 Excel Spreadsheet