Swing Trading Stock Journal

Spreadsheet to record the opening and closing of individual stock transactions.
*** Digital Download: Google Sheets Spreadsheet ***

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Are you trying to track the profit and loss of swing trading stocks match your brokerage statements? This spreadsheet is designed for the input of going long or short stock as individual transactions including, stop targets, notes, trade reference numbers.

The sheet allows input of the purchase or sale of stocks, ETFs, and dividends. It allows for both selling (short) and buying (long) and requires the input of the opening and closing of each transaction including commission fees. The profit (or loss) is then calculated and displayed on a per transaction basis.

Example: a trader wants to buy a stock that is about to breakout. They want to enter long at a specific entry price, and set a stop order to protect from large losses. This spreadsheet uses the traders account balance and preferred risk to calculate exactly how many shares a trader would purchase. 

The Swing Trading Stock Journal contains 2 sheets:
• Option Journal Sheet: Easily record all transactions for easy entry. Enter the buying or selling of shares, dividends all in one place with an easy to follow colour coded entry which guides you through the entry.
• Annual Tracking: Weekly/Monthly summary showing total sum of trades opened or closed, total profit/loss, average profit/loss per trade, percentage of winning trades and any dividends received. Chart of the combined P/L over the year.

Swing Trading Stock Journal sheet has simple entry in that all transactions are entered into a single sheet in date order, the columns come pre-programmed with the ability to sort and filter any column quickly with a click of the header. 

The Swing Trading Stock Journal sheet is full featured and is designed for serious traders to track a massive amount of data and many year's worth of trading is easily recorded. With that in mind, I've included an annual summary sheet that tallies all the transactions on a weekly/monthly basis and shows the win/loss rates as well as a chart of the years returns over time.

This Google Sheet as conditional formatting that uses an advanced colour coding system to help users enter data in an natural way and help identify potential data entry issues in variety of ways. There are built in warnings to highlight expired options that have not be recorded as closed and other helpful tips for common input errors.

The formulas and programming are also not locked so if you know what you're doing it's pretty easy to make modifications to the sheets for extra data entry or to customize the display.

Download includes 2x sheets in a Google Sheets workbook:
• 1x Swing Journal: record up to 4100 Trades but can be expanded by adding rows
• 1x YTD Swing: Weekly/Monthly summary with Chart

Instructions:
The pdf has links to google drive where the spreadsheets can be copied.
*** Enter Values into cells that have a WHITE background colour only***

This chart is ideal for investors who want to quickly enter all trades in a simple to use, powerful spreadsheet that tracks trades the same way the brokerages do. Check out my other best-selling spreadsheets by visiting www.drawbridgefinance.ca

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