Trading & Investment Journal

Your edge isn't a better indicator. It's knowing which of YOUR habits make money and which ones bleed it.

The Trading & Investment Journal is a 6-tab analytics system with 220 live formulas — trade log, 12-KPI dashboard, 51-week equity curve, position-size risk calculator, and mistake-pattern analysis.

WHAT'S INSIDE

• Dashboard — 12 KPIs (win rate, expectancy, avg R, max drawdown...) plus a 51-week equity curve with drawdown tracking

• Trade Log — date, symbol, direction, entry, exit, shares, fees, P&L, risk $, R-multiple, setup, mistake tag, notes

• Risk Calculator — account size × risk % → exact share count, position value, and risk check before you enter

• Mistake Tags — automatic rollup of P&L and R by mistake type. This tab alone is worth the price: it shows you exactly which bad habit costs you the most

• Start Here — 3-step setup guide

• Lists — hidden control tab powering every dropdown

PROOF IT WORKS

Built on 18 example trades (Jan–Sep 2026): 10 wins, 8 losses, 55.6% win rate, $1,090.50 net P&L, 0.45 avg R, $60.58 expectancy per trade, -$1,661 max drawdown. The mistake analysis is brutal and specific: "Chased entry" cost -$1,348 across 2 trades (-2.60R); "No plan" cost -$1,018. Every number computed live by the sheet's own formulas, verified cell by cell.

WHAT YOU GET

• The .xlsx file (works in Excel AND imports into Google Sheets in one click)

• Example data pre-loaded so you see exactly how it works — then overwrite with yours

• Yellow = you type here. Everything else calculates itself.

For journaling and education only — not financial advice. It won't make you profitable. It'll show you why you're not.