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Personal Finance

Trading Journal

Trade log, R-multiples, win rate, equity curve and P&L calendar

from $16.99 on Etsy

Price on Etsy may vary (sales, your currency).

View on Etsy
  • Google Sheets + Excel versions included
  • Instant digital download, nothing is shipped
  • Sample data and a Start Here tab
  • One-time purchase, no subscription

Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer.

Log every trade once and see what actually works for you: win rate, R-multiples, expectancy, drawdown, an equity curve and a color-coded P&L calendar, all calculated from your own entries.

What's inside

  • Start Here

    Setup in one page: account size, currency, risk per trade, fee model, your setups, markets, emotions and mistakes

  • Dashboard

    Month at a glance: net P&L, win rate, expectancy in R, plan followed; equity curve; P&L calendar; your next moves

  • Trade Log

    Up to 1,000 trades: stocks, options, futures, forex and crypto; long or short; entry, stop, target, exit, size, fees; P&L, R-multiple, hold time, risk % and flags fill in for you

  • Setups

    Every setup scored: win rate, average win and loss in R, expectancy, profit factor; plus mistakes and emotions by P&L

  • Stats

    Profit factor, expectancy in R and money, max drawdown, streaks, best and worst days; by weekday, hour, market, long vs short and month; R-multiple spread

  • Equity Curve

    Every closed trade in order with running balance, peak and drawdown, plus two charts

  • P&L Calendar

    Any of the last 24 months, day by day, with weekly totals and a year strip

  • Portfolio & Crypto

    Long-term holdings with prices you type: value, gain or loss, weights and drift from your targets

Why you'll like it

  • R-multiples on every trade, so results compare fairly across position sizes and markets
  • Rule breaks, oversized risk and losing streaks are flagged as you log
  • See which setups, hours and weekdays earn their place
  • Any currency; fees typed per trade or worked out from your fee model
  • Sample data included so you can see it working; clearing it takes a minute
  • Built by a data analyst: every number is a formula you can trace. No app, no broker login, no subscription

How you get it

  1. Download on Etsy

    Buy the template on Etsy, then download START-HERE.pdf and the Excel .zip from your Purchases.

    How to download
  2. Make a copy

    Click MAKE A COPY in the PDF: your own Google Sheet is saved to your Google Drive. Prefer Excel? Open the .xlsx.

    How to make your copy
  3. Start

    Follow the Start Here tab. Type in the cream cells; the gray cells do the math for you.

    Clearing the sample data

You receive:

  • START-HERE.pdf — Google Sheets link + quick guide
  • trading-journal-excel.zip — Excel version

Good to know

  • You type your trades and prices yourself; the file never connects to a broker or exchange.
  • Sample symbols are invented.
  • Best used on a computer; you can view it in the Google Sheets app on your phone.
  • Using a Mac?
  • For personal use. Please do not resell or share the files.

A journal for your own records — not financial advice. No signals, no predictions.

Designed by me with the help of AI tools.