Sinvest
Options & Stocks Trading Journal
Options & Stocks Trading Journal
Couldn't load pickup availability
π Watch tutorial about this trading journal to understand how it works.
π₯ Here's the link to the tutorial video : https://youtu.be/GbXbM9MCSik
Take control of your trading performance with this powerful and easy-to-use Trading Journal designed specifically for traders who trade options and stocks within the same account. Whether you're a beginner or experienced trader, this journal helps you track, analyze, and improve your trades with data-driven insights.
Features:
β Supports Options & Stock trades in one sheet
β Columns for Sub-strategy, Multiple Exit Points, and Breakeven Price
β Automatic P&L Calculations, ROI, Win/Loss, and more
β Visual analytics: Monthly Reports, Strategy Dashboard, Ticker Dashboard, and Calendar View
β Works with any strategy: Covered Calls, Credit/Debit Spreads, CSP, Diagonal Spreads, Buy/Sell Stocks, etc.
β Position Sizing Calculator based on risk % and net liquidation value
β Fully customizable
What's Included:
β’ Step-by-step tutorial video
β’ User guidelines
β’ An example spreadsheet and a blank spreadsheet template Total 10 tabs
β’ Start Tab β Set your starting month, capital & strategy names
β’ Calculator - Calculate position size based on your net liquidation and risk %
β’ Trading Journal Tab β Record all trade details in-depth
β’ Calendar View β See daily P&L at a glance
β’ Monthly Report β Analyze monthly trading performance
β’ Strategy Dashboard β Compare results by trading strategy
β’ Strategy Statistics - Analyze monthly strategy performance
β’ Ticker Dashboard β Track results by stock symbol
β’ Trading Dashboard β All-in-one summary with charts & key stats
β’ Exp Date Lookup - View all the trades expiring on selected date
π― Perfect For:
β’ Retail traders
β’ Options traders (multi-leg strategies supported!)
β’ Stock traders
β’ Anyone looking to track & improve their trading habits
Β
Tabs Included
Tabs Included
Total tabs : 10
1. Start
2. Calculator
3. Trading Journal
4. Calendar View
5. Monthly Report
6. Strategy Dashboard
7. Ticker Dashboard
8. Trading Dashboard
9. Strategy Statistics
10. Exp Date Lookup
What You Will Receive
What You Will Receive
Excel template:
- Once your payment is confirmed, you will receive two Excel files: an example spreadsheet and a blank spreadsheet, ready for your use.
Google Sheets template:
- After payment confirmation, you'll receive a PDF file with a link to access both an example spreadsheet and a blank spreadsheet in Google Sheets.
License for Personal Use
License for Personal Use
This template is created by Sinvest. This is intended for your personal use. Your purchase includes a single-user license. Redistribution, resale, or reproduction of any part of this file is strictly prohibited, including sharing with others or using it to create derivative works.
Refund Policy
Refund Policy
Due to the digital nature of this product, we are unable to offer returns or refunds. Β However, it is our highest priority to make sure you are satisfied with your purchase. If you encounter any issues at all, please reach out!
Share













