Google Sheets Trading Journal Template

Copy a ready-to-use trading journal to your Google Drive and start recording completed trades without building a spreadsheet from scratch. Track entries, exits, position size, risk, trading costs, P&L, notes, and monthly performance in one editable Google Sheet.

The template keeps trade records and monthly performance in a simple three-worksheet structure.

Start Here

Review the template structure and basic instructions before entering your first trade.

Trade Log

Record each completed trade in one row, keeping the position details, risk information, costs, result, notes, and rating together.

Trade Summary

Turn the information in your Trade Log into a monthly performance overview. Select a year and compare trading activity and results from January through December.

The template may be a good fit when:

• You already use Google Sheets
• You prefer manual trade entry
• You place a manageable number of trades
• You want control over your fields and formulas
• You need a straightforward trade log
• You want a simple monthly performance overview
• You are developing a consistent journaling routine

Because the journal is fully editable, you can begin with the included fields and adjust your copy as your review process develops.

The Trade Log is designed to preserve both the financial result and the decisions behind it.

Trade Details

Record the trade date and time, symbol or instrument, long or short direction, entry price, exit price, and position quantity.

Risk and Costs

Keep the starting account balance, stop-loss price, take-profit price, trading costs, and account risk visible beside each trade.

Result and Review

Review closed-position P&L, account percentage change, updated account balance, trade notes, and your own execution rating.

Because the information stays in one row, you can return to a trade later without searching through separate notes or files.

The Trade Summary organizes your completed trades into a month-by-month view.

Use it to review metrics such as:

• Number of trades
• Winning, losing, and break-even trades
• Win rate
• Average winner and average loser
• Largest winner and largest loser
• Total trading costs
• Total P&L
• Account percentage change
• Risk-related statistics

Instead of evaluating your performance from one recent winner or loser, you can compare how your results change across the year.

Entry and exit prices show what happened, but they do not always explain whether the trade followed your plan.

Use the Trade Notes and Trade Rating fields to record details such as:

• Why you entered the position
• Whether you followed the original stop and target
• Why you decided to exit
• What changed while the position was open
• What you handled well
• What you would change next time

A profitable trade can still contain poor execution, while a losing trade can still follow a sound process. Recording both the result and the execution helps you review them separately.

After copying the template, the journal belongs to your Google account.

You can:

• Add, remove, or rename columns
• Adjust the journal around your trading process
• Access it from devices connected to your Google account
• Store it in the Google Drive folder you choose
• Control whether it remains private or is shared
• Share it with a mentor or accountability partner
• Download your copy in Microsoft Excel format

You may also add fields for strategies, mistakes, emotions, market conditions, screenshot links, or other information you want to review.

Prefer working with an offline file? Download the Excel Trading Journal Template.

1. Make Your Own Copy

Click Make a Copy in Google Sheets and save an editable version to your Google Drive.

Your changes will not affect the original template.

2. Review the Worksheets

Open Start Here, Trade Log, and Trade Summary to understand how your trade entries are organized.

3. Begin Logging Completed Trades

Enter your starting account information and add each completed trade to the Trade Log.

The Trade Summary will use the recorded information to organize your monthly results.

Google Sheets works well for a straightforward manual journal, but maintaining a spreadsheet can become harder as your trading history grows.

TradeBB may be more suitable when you need to:

• Import supported broker trade history
• Connect supported accounts through read-only sync
• Organize multiple broker accounts
• Review complex entries and exits
• Analyze performance by symbol, strategy, tag, or account
• Connect notes and screenshots to individual trades

You do not need to switch immediately. Start with the workflow you can maintain consistently and move beyond the spreadsheet when manual entry or formula maintenance begins limiting your review.