product image

Trading & Investment Journal

$1,499

Know which of YOUR habits make money and which ones bleed it.

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, 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
  • Risk Calculator: account size x risk % = exact share count and risk check before you enter
  • Mistake Tags: P&L and R rollup by mistake type - shows 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. “Chased entry” cost -$1,348 across 2 trades; “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.