This Trading dashboard is a Google Sheets–based system designed to track real-time daily trading performance. It captures actual profit and loss, tax impact, withdrawals, accuracy, and capital availability while enforcing discipline through over-trading controls and alerts. The dashboard empowers traders to make data-driven, emotion-free decisions and achieve consistent long-term performance.
Embedded Files
Features:
Daily Profit & Loss (Auto Calculated).
Net Profit After Tax.
Deposit & Withdrawal Monitoring.
Available Capital Tracking.
Win Rate & Accuracy %.
Analyze performance by selected index or instrument.
Smart Calendar
Year-wise Growth Analysis.
Over-Trading Monitoring.
Trade Log
Trade Log
Capture and organize your trading activity with our notes management system. Track and review every trade with complete accuracy. Visualize all entries and exits directly on a View chart, enhanced with advanced drawing tools and indicators. Use our trading diary to record your thoughts, observations, and key lessons from every trade.
Flexible Filters based Insights & Consistency and Risk Control Metrics
✅Instantly analyze Net P&L, accuracy, and win–loss ratio.
✅Compare short-term and long-term performance.
✅Identify profitable and loss-making periods.
✅Analyze performance based on selected indices or instruments.
✅View the best trades (highest gains) and worst trades (largest losses) separately.
✅Compare profitability and risk across different markets.
✅Identify strong and weak trading instruments.
Multi-Year Trading Summary
Multi-Year Trading Summary
Get a complete, year-by-year financial picture of your entire trading journey in one single, consolidated view. This is not just a summary — it is your long-term performance scorecard that shows exactly where you started, how you grew, and where you stand today.
What You See Every Month, Every Year:
Every year is broken down month by month - January through December - tracking each of the following automatically:
Total Trade Days — How many days you actually traded that month
Gross P&L — Your total earnings before any deductions
Tax % & Tax Amount — Exact tax liability calculated automatically
Brokerage — Total brokerage cost per month
Net P&L — Your real profit after tax and brokerage
Deposit & Withdrawal — Every capital movement recorded clearly
Cumulative P&L — Running total that grows month after month
Built-In Discipline & Over-Trading Prevention
Built-In Discipline & Over-Trading Prevention
One of the most powerful features of this journal that separates serious traders from emotional ones. This system doesn't just track your trades - it actively helps you trade better by enforcing rules, monitoring limits, and keeping you accountable every single month.
How It Works:
Monthly Trading Day Limits — Set your own maximum number of trading days per month - up to 10 days. Once your limit is set, the system auto-tracks every active trading day against it in real time.
Instant Alert System — The moment your trading days exceed the set limit, an instant alert is triggered - highlighted in red - so you know immediately when to stop and protect your capital.
Brokerage & Tax Monitoring — Every month tracks your exact Tax percentage, Tax Amount, and Brokerage paid - so you always know your true net profit after all real costs, not just gross numbers.
Color-Coded Profit & Loss — Profitable months are instantly highlighted in green, loss months in red, and over-limit trading days are flagged automatically — giving you a crystal-clear visual picture of your discipline and consistency.
Cumulative P&L Tracking — Watch your running total grow month after month across multiple years, with Deposits and Withdrawals also recorded for complete capital transparency.
Currency Rate Tracking — Live currency rate is captured monthly, making your journal perfectly accurate for multi-currency traders.
Forex Trading Journal - Google Sheets
A straightforward, powerful spreadsheet designed to help you track your cryptocurrency trades, evaluate your strategies, and make more informed decisions - all in one place.
What's Included
Every template gives you access to the following sections:
Trade Log — Record each trade with key details including date, Currency Pair, entry and exit prices, position size, fees, profit/loss, strategy, and notes.
Strategy Performance Report - Automatically track how each of your trading strategies performs, including win rate, average profit, and overall efficiency.
Ticker Performance Report - Analyze individual cryptocurrency performance to identify which assets deliver the best or worst returns.
Multi-Year Trading Summary - Review your trading history and progress across multiple years in one consolidated view.
Smart Calendar - Visualize your trades by date to spot patterns, profitable periods, and high-risk days.
Comparison Report - Compare performance across different timeframes to measure consistency and growth.
MTD Performance - Monitor your monthly results at a glance.
Transaction Details Report - Log and review all withdrawals and deposits separately for clean record-keeping.
Main Dashboard - A central overview that brings all your key metrics and reports together in one place.
Benefits:
Structured Record-Keeping - Say goodbye to messy handwritten notes and disconnected spreadsheets. Every trade lives in one organized, easy-to-navigate system.
Better Decision-Making - Detailed trade logs let you honestly evaluate past performance, identify what's working, and optimize your approach for consistently better results.
Smarter Risk Control - Assess potential risks and rewards before every trade, so you protect your capital, minimize unnecessary losses, and trade with confidence.
Easy to Use - Simple, intuitive, and ready to go from day one. No complicated setup, no technical knowledge required — accessible for traders at every level.
Built for Long-Term Growth - Whether you trade weekly options or manage longer-term positions, this journal grows with you — tracking your progress month after month, year after year.
Who Is This For?
This template is ideal for beginner and experienced crypto traders alike - anyone looking to move away from scattered notes and guesswork and start making decisions based on real data.
What’s included?
Step-by-step setup instructions
6 spreadsheet templates
Sample Google Sheet with mock data
Blank Google Sheet
Sample Excel file with mock data
Blank Excel file
All files are fully editable in Google Sheets
Requirements
A desktop or laptop is recommended for the best editing experience
A Google account (for Google Sheets)
Basic spreadsheet familiarity
Important Notes
This is a digital product - no physical items will be shipped.
All sales are final. Refunds are not available for digital downloads.
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