How to Keep a Trading Journal Spreadsheet (Stocks & Options)
Serious traders do not rely on memory. A trading journal spreadsheet gives you a clear record of every trade — entry, exit, size, setup, and notes — so you can see what actually works.
Whether you trade stocks, options, or futures, the goal is the same: turn messy broker history into a structured review tool you open in Excel or Google Sheets.
What to track in a trading journal
- Date, symbol, direction (long/short)
- Entry and exit price, position size, fees
- Strategy or setup tags (breakout, mean reversion, earnings, etc.)
- P&L and win/loss
- Short notes: why you entered, why you exited, what you would change
Why a spreadsheet beats a notebook
Spreadsheets calculate totals, win rate, and averages automatically. You can filter by strategy, month, or market — and keep one file that grows with your trading.
Ready-made template
If you want to skip building formulas from scratch, use SheetShark’s Trading Journal Spreadsheet — built for Excel and Google Sheets, instant download after checkout.
Browse more tools in our Trading collection.
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