Free · Excel workbook · No account needed

Your journal didn't fail dramatically.
It died on a Tuesday you skipped.

Most journals don't die from lack of discipline — they die from friction. A log that takes 3–5 minutes per trade is dead on arrival. This one takes 30 seconds, and the dashboard shows you exactly which setups pay you and which ones quietly bleed you.

Excel / .xlsx · works offline · nothing to install · 12 sample trades included

Dashboard · updated automatically
DashboardTrades
Trades
12
Net P&L
+$930.50
Win rate
58.3%
Expectancy
+$77.54

Discipline view

Followed plan · 8 trades
87.5%
+$1,376.00 · +$172 / trade
Unplanned · 4 trades
0%
−$445.50 · −$111 / trade
Same account. Same market. The difference is one column.

Setup breakdown

Breakout+902
Pullback+474
News chase−295
Gap fill−150
2 setups carried the month. The other 2 did nothing but cost money.

Illustrative view of the included 12-trade sample data.

Three rules, built into the design

Everything that makes a journal get abandoned is a design decision — and every one of them can be removed.

RULE 01

30 seconds per trade

If logging a trade takes more than half a minute, you'll skip it on a busy day. Then a week. Then forever.

So the sheet does the arithmetic. You type prices once.
RULE 02

10 fields. Not 30.

Elaborate 30-column spreadsheets get abandoned in week two. The 5-field ones survive a year.

Win rate, expectancy and averages are calculated, never typed.
RULE 03

You never touch a formula

One broken cell and the whole thing feels like work. Every formula is pre-filled down 300 rows and protected by direction logic.

Short a stock? Net P&L flips automatically.

What's actually inside

One workbook, two sheets. That's it — no setup, no onboarding, no account.

Sheet 1 · Trades

The only thing you touch. Ten columns, dropdowns where typos would hurt, and Net P&L calculated for you.

  • Date
  • Symbol
  • Direction (Long / Short)
  • Size
  • Entry
  • Exit
  • Setup (5 presets, editable)
  • Followed plan (Y / N)
  • Net P&L auto
  • One-line note

Sheet 2 · Dashboard

Nothing to fill in. It reads the Trades sheet and rebuilds itself every time you add a row.

  • Six headline metrics: trades, net P&L, win rate, expectancy, average win, average loss
  • Discipline view — followed-plan vs unplanned, side by side
  • Setup breakdown with a bar chart
  • Streak calendar for tilt patterns
  • Colour-coded P&L, frozen headers, filters on every column
  • Blank-row safe — no divide-by-zero errors as you grow

The only view that changes how you trade

Traders rarely lose because the strategy is bad. They lose because they take trades that were never in the plan. This splits every trade into two columns and shows you the cost of that habit in dollars.

Sample monthTradesWin rateNet P&LExpectancy
Followed the plan887.5%+$1,376.00+$172.00
Unplanned trades40%−$445.50−$111.38
Total1258.3%+$930.50+$77.54

These are the 12 sample trades shipped inside the file. Replace them with yours and the whole dashboard re-calculates.

Questions

Why manual entry instead of broker import?

Deliberate. Writing one honest line about why you took the trade is where the learning happens — auto-imported journals get filled by robots and read by nobody. If you want the import, it's the main feature of the Pro version.

Does it work for short trades?

Yes. Net P&L is direction-aware: mark the trade Short and the calculation flips automatically, so a falling price shows as a profit.

Do I need Excel, or does it work in Google Sheets / Numbers?

It's built for Excel and works fully there. Google Sheets and Numbers will open it, but a few formatting details and the chart may shift. If you're on Sheets, the values and formulas still work.

How many trades can it hold?

Formulas are pre-filled to row 300 out of the box. To extend, drag the last formula row down — the dashboard reads the full column range.

Is this financial advice?

No. It's a spreadsheet. It records what you did; it doesn't tell you what to do. Nothing here is investment advice or a recommendation to trade.

What's in the Pro version?

Broker CSV import, R-multiple analysis, time-of-day performance and a streak calendar. It's built from feedback on this free version — leave a note if there's something you need.

What do you do with my email?

Nothing beyond sending you an occasional update about the journal. No selling, no sharing. See the privacy policy.

Start logging tonight

Open the file, delete the 12 sample rows, log your next trade. If it's still with you in week six, that's the whole product working.

No account, no email required, no upsell wall.

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