Transform how you journal trades with our free Notion template. Database-powered, infinitely customizable, and designed for traders who want more than a spreadsheet.

Why Notion for Trading?

Database Power

  • Filter and sort trades by any field
  • Multiple views of the same data
  • Linked entries for setups and strategies
  • Rollup calculations across entries

Visual Organization

  • Gallery view for chart screenshots
  • Calendar view for trade timing
  • Board view for trade status
  • Custom dashboards

True Flexibility

  • Add custom fields anytime
  • Create your own views
  • Link pages and databases
  • Embed videos and resources

What’s Included

Trade Database

  • Table View: Traditional spreadsheet layout
  • Gallery View: Visual cards with chart screenshots
  • Calendar View: See trades by date
  • Filter Presets: Winners, losers, by setup type

Fields Included

  • Trade date and time
  • Symbol/instrument
  • Direction (long/short)
  • Entry and exit prices
  • Position size
  • Stop loss and target
  • P&L (formula calculated)
  • Setup type (linked database)
  • Screenshots (image uploads)
  • Trade notes (rich text)
  • Rating (1-5 stars)

Strategy Database

  • Linked to your trades
  • Document each setup
  • Track win rate per strategy
  • Entry/exit criteria
  • Example charts

Weekly Review Template

  • Wins and lessons
  • What worked this week
  • What to improve
  • Goals for next week
  • Emotional check-in

Trading Rules Page

  • Your personal rules checklist
  • Pre-trade routine
  • Risk management rules
  • Psychology reminders

How to Import This Template

Download the Excel file and import your trade data into Notion:

Step 1: Download the Template

Click the download button above to get the Excel file (.xlsx).

Step 2: Open in Excel or Google Sheets

Open the downloaded file to review the structure and column headers.

Step 3: Create a Notion Database

  1. In Notion, type /table and select Table - Full page
  2. Name your database “Trade Journal”

Step 4: Set Up Properties

Add properties matching the Excel columns:

  • Date (Date type)
  • Symbol (Text)
  • Direction (Select: Long, Short)
  • Entry Price (Number)
  • Exit Price (Number)
  • Quantity (Number)
  • P&L (Formula: prop("Exit Price") - prop("Entry Price") * prop("Quantity"))
  • Setup (Select)
  • Notes (Text)

Step 5: Import Your Data

Option A - Manual Copy: Copy rows from Excel and paste directly into Notion’s table view.

Option B - CSV Import:

  1. Save the Excel file as CSV
  2. In Notion, click ••• → Merge with CSV
  3. Upload your CSV file
  4. Map columns to properties

Tip: Notion’s strength is customization. Use the imported data as a starting point, then add screenshots, linked strategy pages, and multiple views.

How to Use This Template

Step 1: Customize Fields

Add, remove, or modify properties to match your trading style and needs.

Step 2: Create Multiple Views

  • Table View: Traditional spreadsheet layout
  • Gallery View: Visual cards with chart screenshots
  • Calendar View: See trades by date

Step 3: Start Logging

Enter trades in the database. Screenshots can be uploaded directly to each entry.

Step 4: Weekly Reviews

Create a Weekly Review template to reflect and improve every weekend.

Notion vs Spreadsheets

FeatureNotionExcel/Sheets
Multiple Views✅ Table, gallery, calendar❌ Single view
Screenshots✅ Embedded in entries❌ Separate storage
Linked Data✅ Strategy-trade linking❌ Manual
Mobile App✅ Full featured⚠️ Limited
Customization✅ Unlimited⚠️ Basic
Formulas⚠️ Basic✅ Advanced

Sample Views

Perfect for visual learners. See your trades as cards with chart screenshots front and center.

Calendar View

Spot patterns in your trading schedule. Are Mondays your worst day? The calendar makes it obvious.

Filtered Tables

Create saved filters for:

  • Winning trades only
  • Specific setup types
  • Trades this month
  • High-conviction trades

Limitations of Notion Journaling

While powerful, Notion has limitations:

  1. Manual entry only - No broker integration
  2. Basic calculations - Limited formulas compared to Excel
  3. No advanced analytics - Can’t run complex analysis
  4. No AI pattern detection - Manual insight discovery
  5. Learning curve - Takes time to master

When JournalPlus Makes Sense

Notion is excellent, but JournalPlus offers:

  • Automatic broker imports - No manual entry
  • AI-powered insights - Pattern detection across trades
  • Advanced analytics - Professional performance metrics
  • Built for traders - Every feature designed for journaling
  • Indian broker support - Zerodha, Upstox, and more

One-time payment. Lifetime access. No subscription.

Get Started with Notion

Duplicate this template and start building your trading journal today. When you’re ready for the next level, JournalPlus awaits.