📈 A trading journal to record and automatically analyze your trades, with an intuitive dashboard showing trade analytics, statistics, strategy patterns and profitability.
🟡 Included are tools such as: – Trade Win/Loss rate – Profit and Loss charts and analysis – Account balance and equity growth – Trading statistics (Averages, Sharpe Ratio, Sd P/L, etc) – Stop-loss, equity and risk-reward management – Strategy profitability analysis and testing – Customizable watchlist for researched stocks – And more…
View all your important trading statistics in just one page
Automatic Responsive Dashboard
A full-on dashboard that shows everything you will need about your trading performance.
Open Positions Display
View all your open options and stock positions on your dashboard
View and Plan your Trades
A one-page detailed overview of all your individual trades to give additional insights into each trade
Create and Define your own strategies
Define and choose from your own list of custom trading strategies to measure the preformance of each strategy
Calculator Tool Included!
A built-in calculator integrated into the sheet to help you plan your trades and manage your risk
Video Demonstration
FAQs
Is there a guide to how to use it?
Attached is a detailed instruction manual you can refer to, although the journal itself should be pretty straightforward to use. If you got any questions, feel free to contact me and I would be happy to help!
How do I get my product?
This is a digital download so after purchase, you can download the product and use it straightaway. No need to wait for delivery!
Does it need excel to run?
The journal has been designed to run on Excel 2010 and above. It has been designed to operate like an application, both visually and in functionality.
Can this trading journal work on other spreadsheet software?
Because there are some macros included in this sheet, the spreadsheet may not work optimally on other spreadsheet software (such as google sheets, apple numbers, etc). You are advised to do so at your own risk.
Do you offer customizations?
If you do desire customizations to the journal to add additional functions or to fit your trading style, do reach out to me and we can discuss.
What if the journal breaks, or there are bugs?
The journal is protected to prevent accidental tampering with the formulas that might render it unstable. If you have any issues while using the journal, feel free to contact me.
What currency is this in?
It is in $, but there is a € and £ version available as well. If you trade in other currency denominations, feel free to reach out. It can be arranged.
Reviews
Feel free to contact me if there are any suggestions, questions or feedback you might have, or anything in general!
Disclaimer: This is not compatible with Google sheets.
COPYRIGHT. The Product contains material that is protected by United States and foreign intellectual property laws, including copyright, trade secret, and intellectual property law. This journal is the intellectual property of the creator and Intravest. It is only intended for personal use and is not meant for any form of distribution, resale, modification or publishing without any express consent from the creator.
13 reviews for Options + Stock Trading Journal – Excel
Rated 5 out of 5
Hao-Yu Verified Buyer–
The interface is clean and easy to analyze your performance. The instruction is simple and clear. The seller is very nice and always answered my questions. Thanks
Rated 4 out of 5
Yesid Correa Verified Buyer–
Rated 5 out of 5
Julie Verified Buyer–
Fantastic and exactly what I was looking for. Clean and easy to read. Seller is amazing! Quick responses and worked with me to customize it to my needs. Just perfect. Will DEFINITELY buy from again.
Rated 5 out of 5
Tonny Verified Buyer–
The sheet was great. Very clearly.
Rated 5 out of 5
Brittani Verified Buyer–
great product. very easy to use
Rated 5 out of 5
Rakshith Verified Buyer–
Quick response from Wilson. Good work. Best Recommended trading journal.
Rated 5 out of 5
April Verified Buyer–
A great way to track and monitor your trading process and progress.
Rated 4 out of 5
Christoph Eichen Verified Buyer–
Schön aufbereitete Excel-Tabellen.
Super schnelle Reaktion und Antworten vom Verkäufer.
Rated 5 out of 5
Andrew Verified Buyer–
Wilson at Intravest is a fantastic seller whom is very helpful and quick to respond.
The charts are are excellent with great cost performance for the features.
If you are looking for a new trade journal I would strongly recommend you you consider one of Intravest’ options.
VERY happy with this chart.
Thank you Wilson & Intravest. I will be recommending you to others!
Rated 5 out of 5
Gregory Verified Buyer–
exactly what i was looking for 😀
Rated 4 out of 5
Jabbar Verified Buyer–
Met expectations. Has the ability to handle calls and puts.
Rated 5 out of 5
Kunal Verified Buyer–
Rated 5 out of 5
Steven Verified Buyer–
Quick Responses, when contacted. Excel workbook had everything I needed.
Only logged in customers who have purchased this product may leave a review.
Hao-Yu Verified Buyer –
The interface is clean and easy to analyze your performance. The instruction is simple and clear. The seller is very nice and always answered my questions. Thanks
Yesid Correa Verified Buyer –
Julie Verified Buyer –
Fantastic and exactly what I was looking for. Clean and easy to read. Seller is amazing! Quick responses and worked with me to customize it to my needs. Just perfect. Will DEFINITELY buy from again.
Tonny Verified Buyer –
The sheet was great. Very clearly.
Brittani Verified Buyer –
great product. very easy to use
Rakshith Verified Buyer –
Quick response from Wilson. Good work. Best Recommended trading journal.
April Verified Buyer –
A great way to track and monitor your trading process and progress.
Christoph Eichen Verified Buyer –
Schön aufbereitete Excel-Tabellen.
Super schnelle Reaktion und Antworten vom Verkäufer.
Andrew Verified Buyer –
Wilson at Intravest is a fantastic seller whom is very helpful and quick to respond.
The charts are are excellent with great cost performance for the features.
If you are looking for a new trade journal I would strongly recommend you you consider one of Intravest’ options.
VERY happy with this chart.
Thank you Wilson & Intravest. I will be recommending you to others!
Gregory Verified Buyer –
exactly what i was looking for 😀
Jabbar Verified Buyer –
Met expectations. Has the ability to handle calls and puts.
Kunal Verified Buyer –
Steven Verified Buyer –
Quick Responses, when contacted. Excel workbook had everything I needed.