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My Trading Journal (Excel Spreadsheet)

Blain Reinkensmeyer

Feb 11, 2022

2022 UPDATE: Read my guide to the Best Trading Journals for tips on how to successfully maintain your journal.

Trading journal spreadsheet download

I've had quite a few requests for a copy of the spreadsheet I use for my trading journal. I've made it available here; please feel free to download a copy if you're interested. It's not the most elegant spreadsheet, perhaps, but it does what I need.

Free Trading Journal Excel Template to Download

Here are some details about the column and row headers on the spreadsheet:

  • Expectancy: An average of column K (R Multiple). The formula in cell C1 must be modified each day to include the latest rows.
  • Total P&L: Sum of column J (P&L).
  • Trade #: Used for some calculations later.
  • L/S: Long or short.
  • QTY: Number of shares.
  • Bought: Purchase price.
  • Sold: Selling price.
  • Initial Risk: Dollars at risk based on the initial stop.
  • Comm: Commission for both sides of the trade. I have it set to calculate based on the number of shares entered in column E.
  • P&L: The actual profit and loss, including commission.
  • R Multiple: P&L divided by the initial risk.
  • % Wins: This is calculated by dividing column R (sum W/L) by column A (trade #).
  • Comments: I use this to list errors made on the trade or anything else worth noting.
  • $ at Work: This gives me an idea of how much money was in the position. It's simply QTY (column E) divided by Bought (purchase price). Note that this is not accurate for shorts but it's close enough for government work. :-)
  • % P/L: The percentage return for the trade. P&L divided by $ at Work. Again, not exact for shorts.
  • Initial % Risk: Tells me how far my stop was from my entry in percentage terms.
  • W/L: Tells whether the trade was a winner (1) or a loser (0). This is used by the next column, Sum W/L.
  • Sum W/L: A running total of the W/L column. This is used in the % Wins column.

Have ideas for how I can improve the spreadsheet? Email me!

2022 UPDATE: Read my guide to the Best Trading Journals for tips on how to successfully maintain your journal.


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About the Author

Blain Reinkensmeyer

As Head of Research, Blain Reinkensmeyer has 18 years of trading experience with over 1,000 trades placed during that time. Referenced as a leading expert on the US online brokerage industry, Blain has been quoted in The New York Times, Forbes, and the Chicago Tribune, among others.





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