Updated: 2026-02-14
A downloadable .xlsx file with the 12 fields that drive weekly review — plus built-in formulas for P&L, win rate, and expectancy. No macros to enable, no VBA to trust. Open it, log trades, and review.
12
Core columns
per trade row
6
Auto-calc fields
P&L · win rate · R
.xlsx
Format
Excel · LibreOffice
.xlsx file — opens in Excel, LibreOffice Calc, or any compatible spreadsheet app.
Download .xlsx templateExcel is the default for a reason: it's fast, offline, and you control everything. No sync delays, no API limits, no subscription. Your data sits on your machine.
For traders who want pivot tables, conditional formatting, and custom formulas, Excel is hard to beat. You can color-code losing streaks, flag trades where you moved your stop, or build a dashboard sheet that summarizes the week in one glance.
The tradeoff is manual entry. Every trade gets typed in by hand. That's fine at 3-5 trades per day. At 20+ trades per session, the logging itself becomes a time tax that competes with actual trading.
Excel also doesn't know about your exchange. It can't pull fees automatically, doesn't track funding rates, and won't warn you when your stated leverage doesn't match your actual margin. You're responsible for entering accurate data — and most traders round, estimate, or skip the details that matter most.
The .xlsx file contains two sheets: Trade Log (where you enter trades) and Dashboard (auto-populated summary stats).
Step 1: Click the download button above. Save the .xlsx file wherever you keep trading documents.
Step 2: Open in Excel (or LibreOffice Calc). The Trade Log sheet is where you enter data. Start with your next trade.
Step 3: Fill the 12 input columns. The calculated columns (Gross P&L, Net P&L, R-Multiple, etc.) populate automatically. Don't add custom columns for the first two weeks.
Step 4: At the end of your first week, switch to the Dashboard sheet. It shows your win rate by setup, average R by emotional state, and cumulative P&L curve. Use this for your 15-minute weekly review.
Step 5: After two weeks, build a pivot table if you want deeper slicing. Group by Setup Tag and State Tag to find which strategies work and which emotional conditions cost you money.
Every formula in the template is visible and editable. Nothing is locked or hidden behind macros.
Gross P&L handles direction automatically: for longs, it's (exit - entry) × size. For shorts, it's (entry - exit) × size. The formula checks the Direction column and adjusts.
Net P&L subtracts fees and funding from gross. This is the number that matters for perps traders. A trade that "made 2%" on price might have lost money after 0.1% maker fees on entry and exit plus three funding payments during a 12-hour hold.
R-Multiple divides net P&L by initial risk (entry minus planned stop, times size). This normalizes results across different position sizes so you can compare a 0.5 BTC trade to a 50 SOL trade on the same scale.
The Dashboard sheet uses COUNTIF, AVERAGEIF, and SUMIF to aggregate by tag. No pivot tables required for basic review — but they're there if you want them.
Let your exchange fill the spreadsheet.
Tiltless syncs trades from Binance, Bybit, Hyperliquid, and more — with real fees, funding, and leverage. Export to CSV anytime.
See plansExcel gives you power and control — but it can't fix the fundamental problem with manual journals: the data is only as good as your discipline.
The spreadsheet doesn't lie — but you might. Not intentionally. After a bad session, the friction of opening Excel, typing in five losing trades, and watching your cumulative P&L curve drop is enough to make most traders skip a day. Then two. Then the habit dies.
For derivatives traders, the problem compounds. Perps fees are split across maker and taker sides. Funding rates accrue every 8 hours. Liquidation events don't always have clean exit prices. Getting accurate data into a spreadsheet requires pulling it from your exchange, calculating the real numbers, and entering them correctly every time.
That's not a spreadsheet problem — it's a human problem. The template handles the structure. You handle the discipline. If the discipline fails, consider automating the data capture and spending your energy on the review instead.
Same schema, different container. Pick the tool that matches your workflow.
Cloud-native with real-time collaboration. One-click copy into your Google Drive.
Database views for filtering by setup, state, and venue. Best if you already live in Notion.
Compare all formats and pick the one that fits your volume and review cadence.
Yes. Download the .xlsx file and open it in Excel, LibreOffice, or any compatible spreadsheet app. No signup, no email gate.
The .xlsx file opens in LibreOffice Calc and Google Sheets. Some conditional formatting may render differently, but all formulas work. If you prefer native Google Sheets, use our dedicated Google Sheets template instead.
Yes. The template includes columns for leverage, funding rate cost, and net P&L (after fees and funding). These fields are critical for perps because entry/exit price alone doesn't tell you what you actually made.
Insert columns wherever you want. The P&L formula references specific cells, so insert new columns to the right of the existing ones to avoid breaking references. Or adjust the formulas — they're not locked.
Excel works offline, handles large datasets faster, and supports VBA macros for custom automation. Google Sheets is better for cloud access and sharing. Pick based on whether you need offline speed or cloud collaboration.
Connect your exchange to Tiltless. Every fill syncs automatically with real fees, funding, and leverage. Export to CSV anytime if you still want the spreadsheet.
Jump across the library without guessing URLs.
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