Get started with trading journaling today using our free Excel template. This professionally designed spreadsheet includes everything you need to track, analyze, and improve your trading.
What’s Included
Trade Log Sheet
- Date and time fields
- Instrument/symbol column
- Entry and exit prices
- Position size
- Stop loss and target levels
- P&L (auto-calculated)
- Setup type dropdown
- Notes section
Dashboard
- Total P&L
- Win rate percentage
- Average win vs. average loss
- Profit factor
- Best and worst trades
- Monthly breakdown
Charts
- Equity curve
- Win rate over time
- P&L by setup type
- Monthly performance bars
How to Use This Template
Step 1: Download
Click the download button below to get the Excel file.
Step 2: Open in Excel or Google Sheets
The template is compatible with Excel 2016+ and Google Sheets.
Step 3: Start Logging Trades
Enter each trade in the Trade Log sheet. The dashboard updates automatically.
Step 4: Review Weekly
Check your dashboard every week to identify patterns and areas for improvement.
Template Preview
The template includes:
| Sheet | Purpose |
|---|---|
| Trade Log | Enter all your trades here |
| Dashboard | See your overall performance |
| Charts | Visual analysis of your trading |
| Settings | Customize dropdowns and categories |
Limitations of Excel Journaling
While this template is great for getting started, be aware of limitations:
- Manual data entry - Every trade must be typed in
- No broker integration - Can’t auto-import trades
- Limited analysis - Excel has boundaries
- No psychology tracking - Basic emotions only
- No AI insights - Excel can’t identify patterns
When to Upgrade to JournalPlus
Consider switching to JournalPlus when you:
- Tire of manual data entry
- Want automatic broker imports
- Need deeper analytics
- Want AI-powered insights
- Are serious about improving
JournalPlus offers everything this template does, plus:
- Automatic trade import from Zerodha, Upstox, and more
- AI chat with your data
- Advanced psychology tracking
- Pattern detection across hundreds of trades
- Mobile access
Best part? One-time payment, lifetime access. No subscription.
Download the Template
Start journaling today with our free Excel template. When you’re ready for more powerful features, JournalPlus will be here.
