ChartSheets
4 min readFeb 25, 2024

This templates is fully customizable! You can change everything in it — colors in tables, pie charts, etc. The capital curve is also dynamic! You will also receive a step-by-step video tutorial and written instructions on how to use this spreadsheet

BUNDLE Options Trading Journal For Google Sheets And Excel With 7 Color Modes, Win-Loss Strategy Tracking

This bundle is an essential resource for successful traders, designed to help you meticulously track, analyze, and optimize your options trades. The Options Trading Journal bundle includes multiple variations tailored to your preferences with eight distinctive color modes: Options Trading Journal, Options Trading Journal — Blue, Options Trading Journal — Dark, Options Trading Journal — Dark 2, Options Trading Journal — Green, Options Trading Journal — Magenta, and Options Trading Journal — Peach.

WHAT’S INCLUDED IN THE PURCHASE?

  • 12-Page Quick Start Guide х6
  • 20-Page Quick Start Guide х1
  • 16 Templates of Spreadsheets
  • 1 Sample Excel Spreadsheet with Mock Data
  • 1 Excel Spreadsheet with Empty Data
  • 7 Sample Google Sheets Spreadsheet with Mock Data
  • 7 Google Sheets Spreadsheet with Empty Data
  • Editable in Google Sheets
  • Compatible with MAC, PC, Phones, or Tablets
  • 6 х 7 Spreadsheet Tabs

Each Trading Journal in this Bundle includes the following:

TABS:

  1. Instructions for use
  2. Inputs & Trading Journal
  3. Monthly Report
  4. Strategy Dashboard
  5. Trading Dashboard
  6. Strategy Statistics

Key Features Of This Product:

  • Fully Customizable Trade Recording: This bundle offers fully customizable tables for meticulously recording your options trades. You can tailor it to your specific needs and preferences.
  • Automated Metrics Calculation: The built-in custom formula automatically computes essential metrics such as Return on Investment (ROI), trade execution time, profit, and loss for each trade operation.
  • Comprehensive Performance Tracking: Keep track of cumulative profits and losses, winning and losing trades, and many other performance metrics. Visualize your monthly results with charts and graphs, including ROI and profit and loss (P&L) breakdowns by strategy and ticker. Monitor account balance and trade success rates efficiently.
  • Monthly Reports: Access monthly reports that provide summaries and statistics for your account’s performance during any chosen month.
  • Trading Dashboard: Utilize the trading dashboard for a summarized view of your account’s performance.
  • Position Size Calculator: The bundle includes a position size calculator, which assists in determining the optimal position size based on net liquidation and risk level.
  • Strategy Insights: Gain deeper insights into your trading strategies with detailed ROI statistics, helping you make more informed decisions.

!! IMPORTANT !!

YOU WILL NEED:

  • A device to access Google Sheets or Microsoft Excel
  • A Google Account (if editing through Google Sheets)
  • Microsoft Excel (if editing through Excel)
  • Basic computer knowledge

HOW IT WORKS:

  1. Purchase (instant download)
  2. Upload the PDF file (access to Google Sheet)
  3. Download the Excel template
  4. Open the spreadsheet (start planning!)

SOME POINTS TO CONSIDER:

This is a digital download. No physical items will be shipped after the purchase. Due to the digital nature of the product, all sales are final, and refunds are not issued.

DISCLAIMER REGARDING COLORS:

The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.

ChartSheets
ChartSheets

Written by ChartSheets

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