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Trading Journal - My Excel Spreadsheet Trading Journal (+ Free Trading Journal Spreadsheet!)

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Learn what information should be recorded in a trading journal + get a free copy of my trading journal. This can be used as a Forex trading journal. In this video - 'How I Use My Excel Spreadsheet Trading Journal' I briefly talk about the different options available when it comes to choosing what to actually create your trading journal in - mainly Microsoft Excel or Evernote. I then move on to what information you should record in your journal spreadsheet. I show you my personal trading journal spreadsheet and explain the reasons why I record what I record. Lastly, I explain how you can get a copy of my Excel Spreadsheet trading journal if you want one. To download the spreadsheet go to: https://www.disciplinedtrader.co.uk and sign up to the Academy. You can then go to the Trading Journal section and download the spreadsheet for free. My Previous Video - https://youtu.be/--V9bEEO4Dw Subscribe to the YouTube Channel for more videos: https://www.youtube.com/c/DisciplinedTraderUK Check out the Disciplined Trader blog: http://www.disciplinedtrader.co.uk Follow me on Twitter: https://twitter.com/disciplinedtrad Follow me on Instagram: https://www.instagram.com/disciplined_trader/ Follow me on Facebook: https://www.facebook.com/disciplinedtrader/
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Text Comments (145)
MonArk (16 days ago)
thank you very much!
Disciplined Trader (16 days ago)
No problem 👍
Jasmeet Kaur (16 days ago)
Can I get this sheet??
Disciplined Trader (15 days ago)
www.disciplinedtrader.co.uk
Jasmeet Kaur (16 days ago)
@Disciplined Trader I am unable to get the site i.e. www.disciplinetrader.co.uk..its showing something domain expired... Site can't be reached.
Disciplined Trader (16 days ago)
Hi Jasmeet, just follow in the instructions in the video to get the journal
Nicole Phua (2 months ago)
Hi, thanks for creating this! Any chance you can provide the password so I can customize the sheet a little? Thank you.
Dmitry Kretov (2 months ago)
Thank you!
Disciplined Trader (2 months ago)
No problem Dmitry!
Jhon Forex (3 months ago)
Cool, you create journal template for Rupiah currency too. This is very helpful since some broker like Exness offering MT4 account currency in IDR. Thank you. I am forex trader from Indonesia.
Disciplined Trader (3 months ago)
No problem at all Jhon 👍
RedSauce (3 months ago)
Is it possible to import directly from broker?
Disciplined Trader (3 months ago)
No
RedSauce (3 months ago)
How do I edit the day so its in 3/31/2019?
Disciplined Trader (3 months ago)
Send me your journal to [email protected] and I will change it for you
RedSauce (3 months ago)
@Disciplined Trader format
Disciplined Trader (3 months ago)
You mean change the date or change the format?
RedSauce (3 months ago)
need a futures version
Disciplined Trader (3 months ago)
Yeah I think the lots version will work fine then. Just pick the currency you trade in
RedSauce (3 months ago)
Disciplined Trader sorta it’s contracts but same ideas. You buy contracts and trade in ticks or pips
Disciplined Trader (3 months ago)
I haven't trades futures, do you trade in lots?
RedSauce (3 months ago)
Disciplined Trader I don’t see any one label futures. Witch current one do you recommend to use for the futures market?
Disciplined Trader (3 months ago)
Hi RedSauce, are you sure one of the current versions won't work for futures?
lukas e (3 months ago)
hi there. i am a forex trader and i rly like your spreadsheet. somehow only the one with spread betting is working for me, could you help me out?
Disciplined Trader (3 months ago)
Hi Lukas, I think I have just replied to your email 👍
edward shaker (4 months ago)
Does this work for option portfolios? If so, which of the several different journals should i use ($ currency) Thanks!
Disciplined Trader (4 months ago)
Hi Edward, apologies I don't have an options version currently
TWTS Trading Made Simple (4 months ago)
Hi Disciplined Trader, can you help me? I am struggling with your spreadsheet, is there may be a private where I can talk to you??
TWTS Trading Made Simple (4 months ago)
@Disciplined Trader thank you, I have just sent you an email
Disciplined Trader (4 months ago)
Hi Kyle, feel free to email me on [email protected]
WidTheSquid (4 months ago)
I cant express how much I appreciate you making this. It simple and extremely helpful. I wanted to start a journal but had no idea how. Thank you so much
Disciplined Trader (4 months ago)
No problem at all Wid! Glad you found it useful 👍
Johnny Fame (6 months ago)
Issue with Journal. I downloaded the Journal and I'm not able to delete the blue boxed with text on them. The boxes that say "Delete this after reading". How do I remove them? I can't even click on them. I'm using Open Office to open the file. I can do everything else, just not able to get rid of the blue boxes.
Johnny Fame (6 months ago)
@Disciplined Trader Just sent a new email with the journal attached. Thank you again.
Johnny Fame (6 months ago)
wait i have to attach the journal...ill send you another email
Johnny Fame (6 months ago)
@Disciplined Trader Email sent. and thank you.
Disciplined Trader (6 months ago)
Hi Johnny, it was made in Excel so works best inside that. Send me an email to [email protected] and attach your journal and I'll remove the boxes for you
Kapital Kings (7 months ago)
i bet you will ask for money for the password............................
Kapital Kings (7 months ago)
@Disciplined Trader my apologies..... I don't mean any offense but usually that's what I get...... I find it hard to believe in free forex products.........
Disciplined Trader (7 months ago)
Why would I ask for money for a password when I have given away a fully functional trade journal spreadsheet for free already....... The password protects the cells with formula inside only.
Fitz Forex (7 months ago)
Thanks for the forex journal...
Disciplined Trader (7 months ago)
No problem Fitz
Devran Bruinen (8 months ago)
How can i remove those 2 blue columns with text that are over the spreadsheet?
Disciplined Trader (8 months ago)
Not sure, it's the weekend and I'm out. I'll check next time I'm at my PC
Devran Bruinen (8 months ago)
@Disciplined Trader Have you received my email?
Devran Bruinen (8 months ago)
@Disciplined Trader Done
Disciplined Trader (8 months ago)
Hi Devran, send me an email to [email protected] and I'll send you a copy with it removed
Devran Bruinen (8 months ago)
@Disciplined Trader I am using Libreoffice and i am unable to select them.
Okizia Lambert (9 months ago)
Hi, the file doesn't seem to download
Disciplined Trader (9 months ago)
If you incur any costs as part of opening/holding/closing a trade (e.g. commission) then you can record it in there. If you don't, then just leave it blank or enter 0
Okizia Lambert (9 months ago)
@Disciplined Trader hi thanks for responding. I got through with this part. The difficulty that I am encountering now is with the different entries. I've realized a new field was added to the spreadsheet called trade costs. What exactly goes in that section?
Disciplined Trader (9 months ago)
Hi Okizia, which part are you struggling with? No one else has said they have been unable to download it so far
DEREK LIM (10 months ago)
Dear Sir, kindly let me have a free copy of your trading journalThank you in advancemy email address is :  [email protected], Derek Lim
Disciplined Trader (10 months ago)
Hi Derek, you can download the journal from the disciplined trader website. The instructions are in the video
Stereovox Digital (10 months ago)
Excellenté
Michael Lindfors (10 months ago)
Awesome Trading journal! i trade with a other "base currency" is is posible to change the Currency in the sheet?
Disciplined Trader (10 months ago)
Of course Michael! Send me an email to [email protected] with what you need and I will make it for you.
loknath rout (10 months ago)
Sir your trading journal will work on NATIONAL STOCK EXCHANGE INDIA OR NOT
Disciplined Trader (10 months ago)
Hi Loknath, it should work for any market you want to trade
loknath rout (10 months ago)
Sir please make videos on position sizing
Disciplined Trader (10 months ago)
Hey Loknath, you might be interested in the video I did on risk management as I talk about that in that one
Christian Montanari (10 months ago)
can someone please explain what $ per point value means?
Christian Montanari (10 months ago)
thanks man I was so confused
Disciplined Trader (10 months ago)
Hi Christian, $ per point is your position size when spread betting. If you don't spread bet, you can convert your position size to a per point value using this calculator - https://www.fxpro.co.uk/trading/calculators/pip Hope that helps :)
Seli Kass (1 year ago)
Thank you so much for this sheet
Devran Bruinen (8 months ago)
@Disciplined Trader How can i remove those 2 blue columns with text that are over the spreadsheet?
Disciplined Trader (1 year ago)
No problem Selaimane
raymondlcm Men (1 year ago)
The spreadsheet is empty and nothing inside
Disciplined Trader (1 year ago)
Please send me an email with a screenshot Raymond
Bougey15 (1 year ago)
Anything I can do to account for the amount of leverage I am using? @Disciplined Trader
Disciplined Trader (1 year ago)
No problem
Bougey15 (1 year ago)
Ok yeah makes sense. Thought that may be it but wasn't 100% sure, thanks for clearing that up.
Disciplined Trader (1 year ago)
The position size takes care of this for you. It calculates how much of your account your risking by using the position size and the stop loss size. Therefore you don't need to record the leverage. Hope that makes sense
Bougey15 (1 year ago)
Yeah but wouldn't inputting your leverage you're using change the R:R ratio? because the return percentage is higher when you use leverage.
Disciplined Trader (1 year ago)
Hi Bougey, what do you mean? You would like to record the leverage you're using?
e dub (1 year ago)
hi..thanks for the spreadsheet! very informative..
Disciplined Trader (1 year ago)
No problem, e dub 👍
Jurij Bilandzic Zajec (1 year ago)
But, if I wanted to close only a part of the open position....? can you add a column or two to make this possible to track?
Disciplined Trader (1 year ago)
You can just split the trade over two entries (or how ever many you need) and complete the exit price for the partially closed parts
Jurij Bilandzic Zajec (1 year ago)
Hi, that is a reasonable choice, but I have no simple solution for when I want to partially exit a fairly good position to reallocate funds...
Disciplined Trader (1 year ago)
Hi Jurij, if you plan on having multiple targets for one position then you can just split them over different entries on the spreadsheet. So have one line for one target and another line for another target etc
Jason (1 year ago)
any quick way to calculate the $ per point on a trade to input?
Dennis Koper (11 months ago)
Disciplined Trader Hi, per point trading and spread betting is the same as laddering?
Disciplined Trader (1 year ago)
Hi Jason, if you are not spread betting then you can use this calculator - https://www.fxpro.co.uk/trading/calculators/pip Hope that helps
GD (1 year ago)
Do you have spread shits that can be used by Options traders?
Disciplined Trader (1 year ago)
Hi GD, sorry I only have this one.
ignacio sanz gomez (1 year ago)
Hi I would like to ask the password, on my excel the time format is in decimal, i would like it to change it and also I would add time of exit, to see how long the position is open
Disciplined Trader (1 year ago)
Hi Ignacio, send me an email to [email protected] and I will help you.
Goofy Gabs (1 year ago)
Can I make it so that it’s also visual? Like pie charts and stuff?
Disciplined Trader (1 year ago)
Hi Saloth, you should be able to add another sheet with charts if that's what you want to do.
Bobby Doran (1 year ago)
Spreadsheet looks very good. Appreciate the video man thanks.
Disciplined Trader (1 year ago)
No problem!
Bobby Doran (1 year ago)
You're a legend mate thanks
Disciplined Trader (1 year ago)
Hi Bobby, just enter the price so the decimal place is directly to the right of the digit that represents a 1 point/pop change. So for example, if you entered at 1.23456 then enter this in the spreadsheet as 12345.6 and it will work perfectly. I've done it this way so it works for all markets
Bobby Doran (1 year ago)
I think I figured out how to change the format of the cells to display and work off decimal places but it requires a Password? Is this something you are willing to provide or do you want it to be read-only?
Bobby Doran (1 year ago)
Disciplined Trader Quick one while I have you there. Im trying to input Eur/USD prices to decimal places but keeps rounding to 1.2 for my entry and exit and limits and stops because there are only 150 points?
Juliano Teixeira (1 year ago)
I really liked your video. Thanks for uploading!
Disciplined Trader (1 year ago)
Thanks Juliano
Allyson Krick (1 year ago)
Hi, I am looking for the password to unlock the spreadsheet, thanks!
Patrick (1 month ago)
I need the password too, plz let us know thanks!
Bitcoin Way (1 year ago)
Hi Like, thank you very much for your awesome trading journal. Not sure if you received my email so I'll repeat my question here. I want to ask for a password to unprotect the cells. (or any other assistance) Few reasons: 1. I trade crypto and most of the time I trade altcoins against BTC, not dollar. So I’d like to change this in the file. 2. Another thing, I prefer Google Sheets instead of Excel, so I want to create the similar journal in Google Sheets. Thank you in advance, and have a great day, Luke!
Cameron McEldoon (1 year ago)
1. download the spreadsheet 2. email the download to your yourself gmail 3. open the email 4. click open in google sheets 5. when opened in google sheets go to file and click make copy 6. now you have the spreadsheet ready to edit in google sheets My question is how do I get this to integrate into crypto, it looks as if its meant for forex.
Beats63Amg (1 year ago)
Does this work for any Microsoft excel?
Disciplined Trader (1 year ago)
Hi Beats63Amg, this should work on any version of excel. Let me know if you have any trouble with it
gowtham (1 year ago)
I made one for myself thats pretty simple. this is very advanced and kinda confusing.
Disciplined Trader (1 year ago)
Hi Gowtham, this one shouldn't be confusing. It's designed to be easy to complete and give you important metrics and statistics about your trading to help you improve
Lori Favela (1 year ago)
always record your trades. You'll have to Journal
malthus101 (1 year ago)
Jon Snow!!
Disciplined Trader (1 year ago)
Aha! You can't beat a Yorkshire accent :)
malthus101 (1 year ago)
No lol but you have the same accent as his girlfriend! You will see.... ;)
Disciplined Trader (1 year ago)
Ah I haven't. It's on my list though. Does Jon Snow use a trading journal? ;)
malthus101 (1 year ago)
Disciplined Trader have you seen Game of Thrones?
Disciplined Trader (1 year ago)
Sorry malthus I don't follow?
David Corpuz (1 year ago)
Quick question, the take profit and actual price how is that calculate. Ex) I purchased $196.26 at $9,280 (entry) and in return I got $213 at 12,400 (exit). How does this all get input in the spreadsheet. Btw you guys got great courses 👍🏽
Disciplined Trader (1 year ago)
Ahh I see you're trading Bitcoin. Send me an email to [email protected] and I'll help you through it.
David Corpuz (1 year ago)
Hi, I love the simplicity and design of your spreadsheet. I'm still confused. I trade in cryptocurrency. The chart is giving me negative numbers. I simply don't know how to input the numbers I have onto your chart. This is my input Entry Price: BTC $9,532.10 Account Balance: $837 $ per Point Value: $8.88 Stop Loss Price: $9046.10 Take Profit Price: ? Actual Exit Price: $12,400 Note: BTC price of entry was $9532.10, I purchase 0.0198 which is $186.54. So I sold at the exit price of a total of $213 which is a profit of $27 How does this get imported? Thanks, DC
Disciplined Trader (1 year ago)
Hi David, So the take profit price will be the level at which you intend to exit the market for a profit. The spreadsheet then uses this to calculate an expected risk to reward ratio for the trade and a monetary value at risk. However, you may decide to exit the trade early for a smaller profit so this actual exit price. If this price is different from the take profit level, the spreadsheet will use this to recalculate an accurate risk to reward ratio and risk amount. Does that answer your question?
Elmer Gomez (1 year ago)
what is $ per point value?
Disciplined Trader (1 month ago)
To work it out you need to know how much of your account you are going to risk and how many points your stop loss is. Lets say for example you were risking £100 and your stop loss is 20 points, all you do is divide the £100 by 20 to get a position size of £5 per point. That means if you lose £5 on each point and your stop is 20 points, you will lose 5 X 20 when your stop is hit. 5 X 20 = 100. Hope that makes sense
David Kotík (11 months ago)
I'm interested too
Conrad Price (1 year ago)
How do you calculate that? ^
Crypto Gains (1 year ago)
How do you calculate that?
Disciplined Trader (1 year ago)
+Elmer Gomez no problem at all
washfi (1 year ago)
Very nice
Disciplined Trader (1 year ago)
Thanks Washfi
Jason Armstrong (1 year ago)
I like your spreadsheet. But I don't see the column for Position size in your video or in the version that I downloaded. Can you tell us how to find it.
Disciplined Trader (1 year ago)
Hi Jason, the £ Per Point Value is the position size for the trade. It is made for people who are spread betting. So if you were trading at £5 per point for example, just put a '5' in that column. I made a trading journal walk through video where I go through how everything works on the spreadsheet. That can be found here - https://youtu.be/J3Wv1Q13BqA Hope that helps!
The spreadsheet is protected. Can you provide the password so users can customize some of the features? Thanks anyway
Disciplined Trader (1 year ago)
Sure, just follow the instructions at the end of the video.
washfi (1 year ago)
Hi can I get the spreadsheet...good work [email protected]
Disciplined Trader (1 year ago)
Hi Michael, send me an email to [email protected] and I'll hep you out with the spreadsheet. Thanks, Luke
Aivars Klavins (1 year ago)
Great videos
Disciplined Trader (1 year ago)
Thanks Aivars
Bobcatt22 (1 year ago)
Thank you for your spirit which presents freely, to the public, the knowledge and instruction on trading wisely. About the download link on your site, I would suggest adding a download link as a menu item so there is no confusion (frustration) about where is the spreadsheet. I had thought, when I visited ,after registering, that the spreadsheet was a teaser which did not exist until I found it buried. I don't think that your visitor should be made to first enroll in a course in order to download the spreadsheet. Your well structured presentations, great voice, teaching momentum, and the fact that you have created a spreadsheet - which is desirable, gives you the license which qualifies you as an instructor. So pushing or making it a prerequisite to enroll in a course in order to download the spreadsheet is really unnecessary. All that said, I wonder how you sustain your teaching for free. Most appreciated, Bobcat
Disciplined Trader (1 year ago)
Thanks for the feedback Bobcatt! Hope you find the spreadsheet useful
Rabah Bey (1 year ago)
how can i get a copy of the spreadsheet thanks good video thanks
Disciplined Trader (1 year ago)
Hi Rabah, the video walks you through how to download a copy of the spreadsheet
Hakan Sicakoglu (1 year ago)
Fantastic Luke. You made it very easy so I can focus and be disciplined.
Disciplined Trader (1 year ago)
+Hakan Sicakoglu good to hear Hakan!
Hugo Bonilla (2 years ago)
Great video helped me a ton with organizing my trades properly Thanks You!
Disciplined Trader (2 years ago)
No problem at all Hugo! Thanks for the feedback and I'm glad it helped :)

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