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Trading Journal Template

4.91 (11 reviews)

No new software, all in Excel. User-friendly Trading Journal Template developed for casual traders and professionals. Works on Windows / Mac.


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Keeping a trading journal is one of the most important tasks for serious traders. Due to 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 Trading 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 Trading Journal in his daily processes.

Trading Journal Template Sections:


Raw Data:

This is where you input your raw data (which you can export from your broker or agency software). We have prepared three different versions for easier raw data management (the trading journal package contains special versions for IRESS Trader and Viewpoint).


You will simply input your data to the white cells. We have put some dummy data, please don’t forget to replace them with your own. You can control commission rates from the top section.

In addition, if you want to define different rates per broker, you can do this at Settings section. You can also write different commissions for each row manually. (Manual inputs have priority in calculations)


When you are done with putting your data, press “REFRESH” button to reflect changes to Trade Log section. Some rows can be ignored if data is missing, there is an open position or date format is wrong. So check the Data Control Messages. Finally “Reset Table” button clears all existing data.

Trade Log:

This is where your raw data is being calculated, filtered and displayed per transaction. Because as we mentioned before, this section is being fed from Raw Data. So, if you need to edit something please work on Raw Data section of Trading Journal.


If you think your transactions look good and correct according to your 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:

Here is the dashboard of trading journal 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. (You can edit these metadata drop-downs 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 drop-downs can be edited at Settings section.



In this section, you can input your source data for the drop-downs used throughout the trading journal. This will affect the metadata analytics and broker call tracker sections as mentioned above.


You can also manage Entry Time calculation here. Furthermore, you can define intervals for different categories. What you input is the start time for that category. So if your Date field at Raw Data section also consists of Time data, the tool will automatically calculate and reflect it to Metadata Analytics report.

Trading Journal Spreadsheet Template Features:

  • Easy to use trading journal 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 ready-to-use and don’t include any customization. If you want it to be modified according to your own needs, please refer to our Custom Services.


11 reviews for Trading Journal Template

  1. Greg

    Very good, love it! An essential item for trading with the IRESS platform.

  2. michael agnello

    This is an invaluable tool for the active intra-day trader. Thankyou so much, Someka and Ayers for producing a brilliant tool to us retail punters.

  3. Erwan

    Invaluable product for any intraday trader – this Excel form has been of tremendous help in improving my trading.

  4. Sam

    If you are serious about trading, this is One thing you can’t afford to not have in your arsenal. Great product and helpful team. They customized the product a little also to suit my needs as well.

  5. Craig

    Thank you for this trading journal. It is fantastic and at a great price. It really fills a gap in the market for tracking your trading in a disciplined and quantifiable manner. 5 stars!

    • Someka

      Thank you Craig for taking your time to write your feedback! Glad it was useful for you.

  6. Mike W

    Great results – wd. The trade journal is a fantastic tool – bought it 2wks ago. Still got work to do, to get my consistency up to scratch – but this helps the journey..

  7. Issac

    I do really like this journal. Thank you and please thank Bryce Edwards for all of the work he has put into it.

    • Someka

      Hi Issac. Glad you liked the template and we will forward your thanks to Bryce for sure! 🙂

  8. Rosa Phonangi

    It lets you to have a good discipline on losses. But it gets a bit slower after 15k transactions. Still good though.

  9. xyen.g

    that looks great!! thank you been looking at making my own. Just don’t have that skill.

  10. singh23b

    Wow, I wish this was available a few months back. After spending countless hours building a trading journal template similar to this myself I can say this is very reasonably priced!

  11. Marie McCrea

    Unreal!! Thank you so much

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