Trading Journal & Performance Dashboard | Excel

Stop guessing. See exactly which trades and setups make you money.

This Excel trading journal turns every trade you log into clear performance stats, so you can repeat what works and cut what doesn't.

WHAT IT TRACKS

• Date, symbol, market, direction, setup, entry, exit, quantity and fees

• Automatic P&L for long and short trades

• R-multiple from the amount you risked

• Win / loss result and running account equity

• Emotion and mistake tags for honest reviews

WHAT'S INCLUDED

• 300-row trade log with dropdowns

• Dashboard: win rate, net P&L, profit factor, expectancy, average win and loss, average R, max drawdown, current balance

• Results by setup and by month

• Equity curve and P&L-by-setup charts

• Settings for starting balance, currency and your own setup names

• Sample trades and a Start Here guide

BEST FOR

Stock, forex, crypto, futures and options traders who want a simple, private journal without a monthly subscription.

FORMAT

Microsoft Excel (.xlsx), no macros. Instant digital download; no physical item.

IMPORTANT

A record-keeping and review tool, not financial or investment advice.

SAVE WITH THE BUNDLE

Get this template plus 6 more (Trading Journal, 2027 Budget, Paycheck Planner, Student Planner, Net Worth Tracker, Habit Tracker and GLP-1 Tracker) in the LaunchKit 2026 Planner Bundle for $19.99: payhip.com/b/qr7Et

FAQ

What exactly do I get?

Excel trading journal with automatic P&L, R-multiple, win rate, profit factor, drawdown and an equity curve.

What do I need to use it?

Any PDF reader and a home printer (colour or black-and-white).

How do I get it?

It is an instant digital download: right after payment you get the file on the page and by email. No physical item is shipped.

What if it is not right for me?

Contact me through my Payhip store within 30 days and I will refund you - no hard feelings.

I have a question

Use the contact link on my Payhip store page and I will help.