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Trade Journal Template

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No new software, all in Excel. This user-friendly Trade Journal Spreadsheet Template is developed for professional and casual traders. Tracking is easy now!


One Time Payment – Immediate Download


License: Personal Use
Works on: Windows / Mac
Requirements: Min. Excel 2010
Bonus: Free Lifetime Updates with your purchase.


Keeping a trading journal is one of the most important tasks for serious traders. It helps to track the development and makes it easy to decide on the next move. However, this task becomes quite time-consuming after a while especially for high volume daily traders. For this reason, we have built an easy to use yet strong Trade Journal Spreadsheet Template. The best part is, all in Excel! So, you don’t need to spend time on learning complex software or web services for this job.

We have developed this template with the help of Ayers Capital Pty. Ltd., an international trading firm from Australia.
Bryce Edwards, owner of Ayers Capital, explains how he uses this Trade Journal in his daily processes.

Trade Journal Template Sections

Raw Data: This is where you input your raw data (which you can export from your broker or agency software) Red headings of the table indicate the critical columns. Other columns can be used to keep your info but does not have any effect to the final analysis.

We have put some dummy data, please don’t forget to replace them with your own. Table limit is 3000 by default, to make the calculations faster. But if you need more rows, just insert new rows and copy the formulas from above (hidden columns AB-AL) as you normally do in Excel.

Trade Log: This is where your raw data is being calculated, filtered and displayed per transaction. As mentioned, this section is being fed from Raw Data. So, if you need to edit something please work on Raw Data section.

If you think your transactions look good and correct according to your raw data, you can proceed to analysis dashboards to check your development and trends.

At the right side of this section you will notice the Metadata selections, which feed the Metadata Analysis we mentioned below.

Weekly Dashboard: Here you can see the weekly performance of your transactions. You can make week selection from top section (multiple selections allowed) New days and filters will appear as you add new data to Raw Data section.

All Trades Dashboard: This is where you see the overall performance of your logs. Cumulative Net Profit / Loss chart will give you a good idea about your decisions in the long term.

Metadata Analytics: This section is fed from the data you input at the right side of Trade Log. (These metadata dropdowns can be edited at Settings section)

Broker Call Tracker: This is an independent section at which you can input some specific data for your trading log. Similar to the metadata analytics, these dropdowns can be edited at Settings section.

Settings: You can input your source data for the dropdowns used throughout the template. This will affect the metadata analytics and broker call tracker sections as mentioned above.

Trade Journal Spreadsheet Template Features:

  • Easy to use tracking template for traders
  • Works in Excel, no need for complex software
  • Compatible with both Mac and Windows
  • No installation needed, ready to use
  • Professionally designed dashboards
  • Full Print Ready
  • White Label
  • Daily / Weekly / Monthly Views
  • On Sheet Instructions
  • Compatible with Excel 2010 and later versions

This Excel template is provided as-is and don’t include any customization. If you want it to be modified according to your own needs, please refer to our Custom Services.



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