[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.

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.

Hey Michael – Ken here from Brisbane (Oz). Recently joined the Millionaire Challenge team.

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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