How to Setup a Comprehensive Stock Trading Journal with Dashboard
In this video I am going to show you all the key components needed to setup a comprehensive stock trading journal with dynamic and interactive dashboard.
This walkthrough will show you how to analyze individual stocks each day and calculate position sizing based on multiple criteria. You will then be able to copy this analysis into a trading journal to keep track of the position from entry to exit. There is a summary sheet that tracks profit by trade setup, market capitalization, sector, and share price. You will use this summary to see which trading approaches are making money and identify the parts of your trading approach that are losing money. Finally, I will showcase a fully dynamic and interactive trading dashboard to slice different areas of your trading to pivot on the specific areas you are wanting to analyze. After watching this video you will be able to answer the question of how to properly setup a comprehensive stock trading journal with dashboard.
**Timestamps**
0:00 Introduction and Overview
1:08 Data Input Tables
1:34 Individual Trade Analysis - Multiple Price Targets - Methodologies
4:35 Trading Journal Overview with All Field to Include
7:57 Trading Journal Summary Statistics
9:58 Interactive Trading Dashboard
12:05 Conclusion and Final Thoughts
👉 Completed Template Available For Purchase:
-- With Dashboard
https://www.etsy.com/listing/17502813...
-- Without Dashboard
https://www.etsy.com/listing/17493291...
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📈 Finviz: Financial Visualization --- Technical and Fundamental Analysis Platform
https://finviz.com/?a=619461243
Disclaimer: The affiliate links above may provide me with a commission for purchases made through the link, but these are a product I use and highly recommend. All information in the video is strictly for information purposes only, author assumes no liability for any trades/bets/wagers placed utilizing the information covered in the video.