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.
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.
Visualize Your Trading Journey with P&L Calendar
Gain a comprehensive overview of your performance intuitive P&L Calendar.
Our powerful tool provides you a bird's-eye view of your entire year at a glance, allowing you to make more informed decisions and adjust your strategy as the weeks unfold.
Visualize your trading journey day by day with a calendar-based performance tracker. Monitor daily profits and losses, trade counts, weekly P&L summaries, and monthly results in one place to analyze consistency, identify patterns, and improve your overall trading performance.
Psychology & Behavior Tracker shows how your emotions and mistakes are actually affecting your trading. It tracks performance by mindset, reveals the real cost of habits like FOMO or late exits, and summarizes your risk metrics - so you always know what's working and what's costing you money.
Monitor your complete monthly trading performance in one powerful, color-coded view. Track every month's Total Trades, Gross P&L, Tax percentage, Tax Amount, Brokerage, Net Profit/Loss, Deposits, Withdrawals, and final Status - all in a single consolidated table across multiple years.
Profitable months are instantly highlighted in green and loss months in red - so you can spot your best and worst periods at a glance, without digging through any data.
Comparison Report gives you a bird's-eye view of your trading performance over any time period. Compare your strategies, brokers, tickers, and exit reasons side by side - all backed by a detailed trade log - so you can instantly see what's working, what's not, and where to improve.
Manage and monitor all trading account deposits and withdrawals with complete transaction details, helping traders track capital flow, maintain financial records, and analyze funding activity over time.
Setup is where you customize your entire tracker - set monthly and yearly profit targets, add your tickers, strategies, emotions, and broker accounts. It's the control center that keeps every trade, chart, and report in your tracker accurate and consistent.
A straightforward, powerful spreadsheet designed to help you track your cryptocurrency trades, evaluate your strategies, and make more informed decisions - all in one place.
Key Features
Every template gives you access to the following sections:
Main Dashboard: A centralized trading analytics dashboard that provides a complete overview of account health, profitability, strategy performance, risk metrics, trading psychology, and growth trends in one place.
Trade Log: Record every trade with essential details including date, ticker/cryptocurrency, entry and exit prices, position size, fees, profit/loss, strategy used, emotions, and trade notes.
Strategy Performance Report: Automatically analyze the performance of each trading strategy, including win rate, profitability, average return, risk-reward ratio, and overall effectiveness.
Ticker Performance Report: Evaluate the performance of individual assets to identify which cryptocurrencies generate the highest and lowest returns.
Psychology & Risk Analysis: Track emotions, trading behavior, and risk metrics to understand how psychological factors impact performance and identify areas for improvement.
Positional Calculator: Calculate position size, risk amount, lot size, risk-reward ratio, and potential profit or loss before entering a trade.
Smart Calendar: Visualize trading activity by date to identify profitable periods, losing streaks, trading frequency, and recurring performance patterns.
Comparison Report: Compare trading performance across different time periods, strategies, tickers, or market conditions to measure consistency and growth.
Monthly Performance: Monitor current month performance with key metrics such as net profit, win rate, total trades, average return, and progress toward trading goals.
Transaction Details Report: Track and manage all deposits, withdrawals, and account transfers separately for accurate capital management and financial record-keeping.
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 spot, futures, or hold longer-term crypto 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
8 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 and MS Excel.
Requirements
A desktop or laptop is recommended for the best editing experience
A Google account (for Google Sheets or MS Excel)
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.