# How to track your stock trades

Download below a version of the trade log spreadsheet I use. Use a separate sheet in the spreadsheet for each different trading strategy. Watch the video below if you need guidance in how to use the spreadsheet.

[Edit 2013-12-3]: I created a new version that has separate columns for commissions because some people find this to be simpler (I just use formulas to include them in the trade price) and I saved this in the current Excel format. Download here.

[Edit 2015-3-24]: I finally uploaded a version to Google Docs and improved the formulas. Go to “File” > “Make a copy” to save a copy to your Google Docs so you can edit it.

Disclosure: No positions in any stocks shown in the spreadsheets or in the video.

## 15 thoughts on “How to track your stock trades”

1. you got the excel and open office document links Backwards… and Thank you Very much for making this for me. I was just thinking of making one within the next week or so…

2. Preston says:

Yeah same here buddy, thanks for doing this. I was working on one and me and my over thinking had this massive spreadsheet that did way more than I needed.

3. whizzler says:

cheers reaps, very useful insight. I like the idea of weighted avg. have a great day in the markets tomorrow!

4. Another useful statistic is win/loss ratio. I’m not personally a huge fan, though. It is easy enough to program in with a for loop.

5. whizzler says:

hmmm… just fiddling with Excel and this does the trick for me..

Win/Loss ratio
=COUNTIF(I:I,”>0″)&”:”&COUNTIF(I:I,”<0")

where 'I' denotes column title.

6. whizzler says:

hmmm… just fiddling with Excel and this does the trick for me..

Win/Loss ratio
=COUNTIF(I:I,”>0″)&”:”&COUNTIF(I:I,”<0")

where 'I' denotes column title…

7. Anthony says:

Question for you. I’m tracking my trades using the document above for Excel. When I buy and sell I don’t always get complete fills and their usually at different prices. When I average them out I don’t get the same dollar amount that TOS shows. When you keep track of your trades do you have the same issue or I am doing something wrong?

1. I rarely use TOS … simply put, either you or the software must be doing something wrong. Most likely it is you, or the software doesn’t take commission into account.

You can always use a new line for different fills. I’ll do this is I leg out of a position holding part of it much longer.

8. Ken Blades says:

Hey Michael – Ken here from Brisbane (Oz). Recently joined the Millionaire Challenge team.
Thanks for the Trade tracking spreadsheet – I’m an Engineer so I like your more scientific/forensic approach to trading.

Cheers,

9. GizmoDan says:

I’ve been using Airtable.com. That way I can check or update things while lying in bed on my phone. (I live on the west coast. The market opens EARLY!)

10. Farhat Shekhani says:

Thanks a lot. it will help me a lot to track my trades.

11. Ottmar T Vega says:

Thanks for sharing this, the link was shared by one of the stt daily chat members when i asked about a spreadsheet, i will certainly use it to keep me on a good path, take care “galveston”

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