Trader Diary - Opinions

[SirPatrick 9]

I've been making my trader diary in Excel, automating as much of it as I can. I've combined it with another template that someone posted in the chat a week or two ago. I'd like some opinions on anything that in your opinion would be beneficial to add (or take away) to the diary. I am planning on implementing a method of having a weighted system for the "rules" such that the most important ones have a greater affect on the score. My goal is to keep it simple... over complicating it will make it less likely to be used.

Thanks for any feedback u can provide.
Happy trading,
P

 

 

[SirPatrick 9]

Attached is my current template. Download (right click and save as) and change the file type from .pdf to .xlsm. Please note that the tabs auto color based on your P&L value for the trade. I typically copy the TEMPLATE tab and change the name to today's date. Fields in yellow are editable, the rest are locked (not password protected, so you can unlock as you see fit). I tried to make as much of it automated as possible. Hope you find it useful.

 

 

 

Edited August 10, 2019 by SirPatrick
file removed.

[KurtLoeblich 101]

Patrick, I'll take a look at this tomorrow and give you some feedback. If you dont hear from me tomorrow, just send me an email -- [email protected]

[SirPatrick 9]

On 8/7/2019 at 10:09 PM, KurtLoeblich said:

Patrick, I'll take a look at this tomorrow and give you some feedback. If you dont hear from me tomorrow, just send me an email -- [email protected]

Haven't heard from you, but no worries. 😋

I've also been working on a tiny position sizer, for lack of a better name. Enter in 5 pieces of information and it will spit out your stop, first partial price and profit target level. If anyone is interested in utilizing it let me know (I'm sure there are already plenty of these out there). Image below is 3 separate screen caps spliced together to show the functionality (first is empty - fill in the yellow fields; second is if your looking to go short; and third is if you go long).

Patrick

 

[Glenn Budde 356]

On 8/5/2019 at 11:02 AM, SirPatrick said:

Attached is my current template. Download (right click and save as) and change the file type from .pdf to .xlsm. Please note that the tabs auto color based on your P&L value for the trade. I typically copy the TEMPLATE tab and change the name to today's date. Fields in yellow are editable, the rest are locked (not password protected, so you can unlock as you see fit). I tried to make as much of it automated as possible. Hope you find it useful.

 

 

STOCKS - Copy.pdf

I can not get this to work.... It will not let me view the PDF or save as .xlsm .........

If you are still working on it that is..... Thanks in advance

[SirPatrick 9]

17 hours ago, Glenn Budde said:

I can not get this to work.... It will not let me view the PDF or save as .xlsm .........

If you are still working on it that is..... Thanks in advance

Yeah I've been told this was having issues. Here's a google drive link:

**outdated link remove*** new link added in a newer post.

 

Edited August 10, 2019 by SirPatrick

[Glenn Budde 356]

49 minutes ago, SirPatrick said:

Yeah I've been told this was having issues. Here's a google drive link:

 

That worked.... Thank you....

Another ?  .... Is there a way to show partials in the exit prices

[SirPatrick 9]

5 hours ago, Glenn Budde said:

That worked.... Thank you....

Another ?  .... Is there a way to show partials in the exit prices

That's a real good point. I've been using small share sizes so I have not been taking partials (plus IB's TWS has no real good way to do it). I will work on adding some partials functionality and hit you up when I finish.

[Glenn Budde 356]

Thanks Sir..

My wife knows very little about xlms but she said she would help me also.... 

If we get it figured out I'll let you know also....

[SirPatrick 9]

On 8/9/2019 at 9:00 PM, Glenn Budde said:

Thanks Sir..

My wife knows very little about xlms but she said she would help me also.... 

If we get it figured out I'll let you know also....

@Glenn Budde  I updated it last night. Give it a shot.

**Outdated link removed, refer to newer post for latest link.**

 

Edited August 27, 2019 by SirPatrick

[KurtLoeblich 101]

I love Excel so much. The formulas just make me all warm and fuzzy.  I reviewed what you've got and it looks good, quite extensive!

[SirPatrick 9]

10 hours ago, KurtLoeblich said:

I love Excel so much. The formulas just make me all warm and fuzzy.  I reviewed what you've got and it looks good, quite extensive!

Hah, yeah got a bit formula crazy. It's been working well for me so far, had to break it up by month as the file was getting a bit unwieldy to work with. Thanks for checking it out.

[Glenn Budde 356]

On 8/10/2019 at 8:27 AM, SirPatrick said:

I updated it last night. Give it a shot.

Figured it out.... theres a second page... Thanks a bunch... Ill give it a try tomorrow...

Edited August 11, 2019 by Glenn Budde

[SirPatrick 9]

6 hours ago, Glenn Budde said:

Figured it out.... theres a second page... Thanks a bunch... Ill give it a try tomorrow...

Yeah, there's a second tab, sorry for not mentioning that. I hope you find it useful.

[Glenn Budde 356]

13 hours ago, SirPatrick said:

Yeah, there's a second tab, sorry for not mentioning that. I hope you find it useful.

Looks like it should work nicely.... Thank you again....