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Stock Trade Journal Template for Excel

Log and review your stock trades with this free Excel trade journal. Track entry/exit, position size, P&L, and trade notes to improve your strategy. No signup required.

ExcelCSV
Download ExcelDownload CSV
Cost

Free

Signup

No signup

Formats

Excel, CSV

Best for

Finance

Updated

2026-06-01

Stock Trade Journal Template for Excel preview — free Google Sheets template

What Is This Trade Journal Template?

This stock trade journal is a free Excel spreadsheet for active traders to log every trade, track P&L, document strategy, and review performance over time. It includes fields for setup type, duration, and outcome rating.

Why Use a Google Sheets Trade Journal Template?

A trading journal is essential for improving as a trader. This template makes it easy to log trades consistently and analyze what works, without paying for a premium journal platform.

When Should You Use This Trade Journal Template?

Use this template if you actively trade stocks, options, or ETFs and want to track your performance. Log trades daily, review weekly, and analyze patterns monthly to refine your strategy.

What's Included

  • ✓Trade date & time
  • ✓Ticker & direction (long/short)
  • ✓Entry price & exit price
  • ✓Position size
  • ✓Gross P&L
  • ✓Fees & commission
  • ✓Net P&L
  • ✓Trade duration
  • ✓Setup type (breakout, reversal, etc.)
  • ✓Trade outcome rating
  • ✓Notes & lessons learned

How to Use This Template

1Copy the template to your your device.
2Log each trade with entry date, ticker, direction, and position size.
3Record exit price and calculate P&L after closing the trade.
4Rate each trade outcome and document lessons learned.
5Review your journal monthly to identify winning and losing patterns.

Who This Template Is For

Active TradersDay TradersSwing TradersOptions Traders

Available Formats

Excel (.xlsx) — Download the file and open it in Microsoft Excel, Apple Numbers, or any compatible spreadsheet application.

CSV — Download the comma-separated values file for use in data applications, databases, or legacy spreadsheet software.

Customization Tips

  • 💡Add screenshots of your entry and exit charts in a notes column for visual context during reviews.
  • 💡Use the outcome rating to filter winning vs. losing trades and identify what setup types work best for you.
  • 💡Track your win rate, average winner vs. average loser, and expectancy in a summary tab.

Use Cases

  • Stock trade logging
  • Trading performance analysis
  • Strategy improvement review

Download or Copy

Download ExcelDownload CSV
Disclaimer: This template is for tracking and educational purposes only. It does not provide financial, investment, tax, or legal advice.

Frequently Asked Questions

Yes. Free to download. No subscription needed.
Yes. The template works for stocks, ETFs, and options trades. Use the notes field for contract details.
Yes. Enter entry and exit prices with position size, and the template calculates gross and net P&L.
Yes. Use the setup type field to categorize trades and filter by strategy to see which approaches perform best.
Yes. Download as CSV or Excel with all trade data for tax preparation and broker reconciliation.

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Last updated: 2026-06-01