You don’t need another trade to go south before realizing you can’t improve what you don’t track. Ask any experienced trader, and they’ll tell you: a clear record of your wins, losses, and thought process separates impulsive guesses from intentional growth and trading discipline.
But staring at a blank spreadsheet isn’t inspiring when developing trading activities. That’s why having a solid trading journal template helps develop good trading habits.
To save you time and a few headaches, we’ve rounded up some of the most effective trading journal templates you can grab for free and stick with.
Let’s organize your trades and your mind a little clearer, too. 📈
🔎 Did You Know? Your favorite news source might influence the stock market, with research indicating a correlation between media coverage and trading behavior. For example, the news of after-hours earnings boosted stock prices in an astonishing 90% of all instances.
10 Free Trading Journal Templates
- What Are Trading Journal Templates?
- What Makes a Good Trading Journal Template?
- 10 Trading Journal Templates Every Trader Should Try
- 1. ClickUp Journal and Ledger Template
- 2. ClickUp Accounting Journal Template
- 3. ClickUp Bookkeeping Pricing Template
- 4. ClickUp Accounts Payable Template
- 5. ClickUp Summary of Financial Accounts Template
- 6. ClickUp Accounting Operations Template
- 7. ClickUp Finance Management Template
- 8. ClickUp General Ledger Template
- 9. Trading Journal Spreadsheet Template by StockBrokers.com
- 10. Trading Journal Template by Template.Net
- Master Your Finances with ClickUp’s Powerful Templates
Summarize this article for me pleaseWhat Are Trading Journal Templates?
Trading journal templates are pre-designed formats that you can use to log your trades in an organized and systematic fashion. They usually come in spreadsheets or digital docs with preset columns for entry and exit prices, position size, date, direction, strategy used, and the result of the trade, among others.
Some go a step further with space to note your thoughts, emotions, or why you took the trade in the first place. The point is to make tracking consistent, so you’re not relying on memory or random screenshots.
When you track every trade similarly, patterns emerge from the market data, like which strategies work for you or how emotions affect your decisions. Ultimately, this helps you fine-tune your approach for future trading decisions.
🧠 Fun Fact: The first recorded stock trade wasn’t on Wall Street. It happened way back in 1602! The Dutch East India Company (VOC) made history by issuing shares on the Amsterdam Stock Exchange, making it the world’s first official stock market debut.
Summarize this article for me pleaseWhat Makes a Good Trading Journal Template?
A good trading journal template should make tracking your trades easy, consistent, and insightful. Beyond being a simple trading companion, it should help you log essential details without overcomplicating the process. Here are the key components to look for:
- Trading fit: Pick a trading journal template that fits your trading style (day trading, swing trading, or long-term investing) for consistent journaling
- Custom fields: Choose trading journal templates with fields for basic trading data like date, ticker, position size, entry/exit points, etc.
- Notes: Search for templates that let you add space for strategy notes, trade rationale, lessons learned, and emotional state at the time of the trade
- Ease of use: Select trading journal templates with a format that’s easy to update, like spreadsheets, Notion boards, or digital planners, all of which work if they’re quick to maintain
- Feedback: Look for templates that are review-friendly with sections that help you analyze trading performance over time and spot patterns for self-reflection
✨Bonus Tip: Practicing trendspotting by reviewing your trading journal regularly is a great way to stay ahead in your trading journey. Look for recurring patterns, strategy outcomes, and market reactions!
Summarize this article for me please10 Trading Journal Templates Every Trader Should Try
Check out these free trading journal templates from ClickUp, the everything app for work, and other platforms to organize your trading plan and improve your decision-making process.
1. ClickUp Journal and Ledger Template
The ClickUp Journal and Ledger Template is journal-style tracking log in a unified dashboard that follows the general ledger structure. It combines trade entries, notes, P&L data, and account summaries in a digital workspace that adapts to daily or weekly trading workflows.
Each entry is easily tagged by asset class, trading strategy, or market condition, offering contextual insights that support future analysis. With Custom Fields for entry/exit price, size, fees, and trade rationale, traders get full visibility into behavior and results without relying on fragmented spreadsheets.
💙 Why you’ll love it:
- Log trades and key metrics using filterable fields for full traceability
- Add observations, screenshots, and learnings for each trading day
- Visualize cumulative profit and loss and success rate using real-time ClickUp Dashboards
- Duplicate the setup to manage multiple trading accounts or portfolios separately
Ideal for: Retail traders, swing traders, and portfolio managers who need a hybrid ledger-journal format for ongoing review and money management.
📮 ClickUp Insight: The average professional spends 30+ minutes daily searching for work-related information—over 120 hours a year lost to digging through emails, Slack threads, and scattered files. An intelligent AI assistant embedded in your workspace can change that.
Enter ClickUp Brain. It delivers instant insights and answers by surfacing the right documents, conversations, and task details in seconds, so you can stop searching and start working.
💫 Real Results: By eliminating outdated knowledge management processes, teams like QubicaAMF reclaimed 5+ hours weekly using ClickUp—that’s over 250 hours annually per person. Imagine what your team could create with an extra week of productivity every quarter!
2. ClickUp Accounting Journal Template
Accurate bookkeeping is non-negotiable for traders operating as sole proprietors or under LLCs. The ClickUp Accounting Journal Template helps you log transactions accurately using pre-set Custom Fields like Transaction Date, Journal Type, Entry Number, and Debit.
With everything laid out in one place, you can reduce manual entry and easily monitor your overall financial performance and key metrics. Entries are organized chronologically, with views created for specific accounts or months. Linked tasks, reminders, and document uploads help reduce end-of-year tax headaches.
💙 Why you’ll love it:
- Tag income and expenses for tax season preparation, and link journal entries to supporting files like statements or receipts
- Record journal entries quickly using built-in fields that capture key financial details
- Get a visual view of cash flow and trends over time to support smarter decisions
- Save time with an organized system that’s easy to update and reference
Ideal for: Traders or business owners managing multiple accounts who need accurate, organized records for smarter financial tracking.
Here’s what Shireen Shalabi, Project Consultant at Raymond James Consultant, had to say about using ClickUp:
3. ClickUp Bookkeeping Pricing Template
Many traders offering signal services, mentorship, or educational subscriptions struggle to formalize pricing and billing to increase profit levels. The ClickUp Bookkeeping Pricing Template solves this by laying out customizable tiers, billing cycles, service inclusions, and client-specific discounts.
The journal template lets you track services, set pricing tiers, and quickly generate quotes without digging through spreadsheets. It has five built-in views, including monthly, quarterly, and annual breakdowns, so you’ll always know where your numbers stand and how to adjust them.
💙 Why you’ll love it:
- Access a centralized spot to track customer billing terms and related deliverables, with built-in status updates and revenue tracking
- Set up different pricing models for trading-related services or products
- Align recurring revenue tracking with account management tasks
- Get detailed visibility with views organized by timeframe and service components
Ideal for: Freelancers, beginner traders, virtual bookkeepers, or agencies that need to manage rates, quotes, and service structures.
➡️ Read More: Free Bookkeeping Templates in Excel and ClickUp
4. ClickUp Accounts Payable Template
The ClickUp Accounts Payable Template clarifies your payment process, helping you keep vendor bills and payment cycles in check. The template offers a pre-built system for logging each invoice as a task and tracks all payment obligations in one clear interface.
It lets you assign statuses like ‘Receive Invoice,’ ‘Verification,’ and ‘Coding,’ and even attach receipts or notes directly to the entry. Plus, it organizes payments by vendor, due date, or account and creates automations to avoid missed deadlines through a disciplined approach.
💙 Why you’ll love it:
- Access the dashboard view to scan for upcoming payments and overdue ones on your trading platform
- Attach invoices, note the payment method, and monitor outgoing cash flow without opening a separate spreadsheet
- Visualize monthly liabilities with expense summaries to keep financial commitments transparent and audit-ready
- Set up custom workflows to move invoices through internal checks and approvals
Ideal for: Finance and procurement teams handling multiple vendors, where tracking invoice approvals and payment timelines needs to be organized.
🎥 Watch how to improve your team’s efficiency with AI Automations:
💡 Pro Tip: Avoid budget surprises by using an estimate template to break down project costs clearly and accurately before work begins.
5. ClickUp Summary of Financial Accounts Template
When managing multiple accounts, such as savings, credit lines, or investments, it’s easy to lose sight of the full picture. The ClickUp Summary of Financial Accounts Template combines account balances, margin levels, and account-specific performance in one workspace so you’re not constantly chasing numbers.
The template makes it relatively easier to spot trends or discrepancies with real-time insights into inflows and outflows. Track asset allocation, cash flow, and performance by account, with live filtering and timeline-based views. This makes it easier to compare brokerage performance and optimize capital allocation.
💙 Why you’ll love it:
- View all accounts in one dashboard with asset class filters to monitor cash vs. invested capital and unrealized returns
- Share financial summaries with tax advisors or business partners
- Put automations to work to get notified of key changes like deposits or withdrawals
- Use time tracking and tags to add even more context to your data
Ideal for: Traders juggling multiple accounts or strategies who want a clear, centralized overview and a consolidated, real-time summary of all financial accounts.
➡️ Read More: Free Sales Forecasting Templates in Excel and ClickUp
6. ClickUp Accounting Operations Template
Behind every professional trader or asset manager is a back-office function, often scattered across multiple Microsoft Excel or Google Sheets files. The ClickUp Accounting Operations Template structures those back-end workflows: transaction logging, reconciliation, report generation, and compliance reviews.
It provides a methodical yet flexible space to track sales, expenses, payments, and everything. It also has recurring workflows, such as end-of-month balance sheets or quarterly performance summaries.
💙 Why you’ll love it:
- Build workflows around reconciliation, auditing, and reporting cycles
- Assign tasks for data entry, review, and documentation follow-up
- Focus on spotting delays and audit flags with custom statuses
- Track regulatory compliance and brokerage-related documents
Ideal for: Accounting teams or small businesses that want to bring more structure into their day-to-day finance operations, especially those handling recurring, structured, and scalable accounting processes.
➡️ Read More: Free Balance Sheet Templates in Excel, Sheets, & ClickUp
7. ClickUp Finance Management Template
The ClickUp Finance Management Template provides a command center for managing income, expenses, recurring subscriptions, tax logs, and performance analysis. This all-in-one workspace is built to replace fragmented finance tracking systems.
Track what’s coming in, what’s going out, and what’s not adding up, and build budgets that get used. Spot spending leaks before they become problems and keep your team (and leadership) looped in without sending a dozen status updates.
💙 Why you’ll love it:
- Organize by month or quarter, link tasks to transactions, and customize reporting widgets
- Use dashboard widgets to view performance vs. budget and track changes in monthly profit margins over time
- Get full visibility into your financial landscape with list, calendar, and dashboard views
- Automate reminders for bills, reviews, or upcoming financial checkpoints
Ideal for: Finance teams, founders, operations leads, traders, and consultants who need a clear, auditable history of financial activity across trading and business functions to keep a tight grip on budgeting and planning.
🎥 Want a top-level view of all your trades? Here’s a quick rundown on using ClickUp Dashboards
📚 Also Read: How to Organize Finances: A Step-by-Step Guide
8. ClickUp General Ledger Template
The ClickUp General Ledger Template is ideal for traders running as business entities. Though this template is built with accountants in mind, its flexible features make it just as useful for any business team. It provides a formalized double-entry bookkeeping system with organized accounts, journal categories, and real-time updates.
Each line item supports descriptions, account types, debit/credit status, and linked documentation. It lets you track transactions precisely and generate custom reports that make sense (even to non-finance folks).
💙 Why you’ll love it:
- Monitor and categorize all financial activity with precision
- Maintain audit trails and export-ready reports
- Align journal entries with tax codes or CPA-approved categories
- Integrate documentation, receipts, and timestamps per entry
Ideal for: In-house finance teams, solo bookkeepers, and anyone who’s ever had to untangle a spreadsheet from three quarters ago.
9. Trading Journal Spreadsheet Template by StockBrokers.com
The Trading Journal Spreadsheet Template by StockBrokers.com nails what matters most: clarity, consistency, and insight.
Built in Excel but designed with serious traders in mind, this journal includes pre-built columns for symbol, entry/exit time, size, commissions, net P&L, and notes. The layout is straightforward: orange cells are yours to fill in, while gray cells automatically calculate profits, losses, and totals.
💙 Why you’ll like it:
- Calculate rolling statistics like win rate and average R-multiple
- Maintain offline access and complete control over data
- Utilize automatic win/loss tracking, average profit per trade, and success rate metrics
- Color-coded inputs and calculations reduce error and save time
Ideal for: Day traders, long-term investors, or anyone trying to stay consistent and learn from past trades.
📚 Also Read: How to Leverage AI with Real-Time Data Insights
10. Trading Journal Template by Template.Net
The Trading Journal Template by Template.Net is a great starting point for those who want to keep their current and future trades organized without all the bells and whistles. It’s designed for traders who wish to manually reflect on their performance with qualitative notes and summaries. This template supports trade logs, goal tracking, review sections, and space for trade screenshots or observations.
This no-fuss spreadsheet lets you record the basics: date, type (buy or sell), price, quantity, cost, net profit/loss, and your target condition. There’s also space to log company details and investment types, which is helpful if you want to monitor patterns across sectors.
💙 Why you’ll like it:
- Add subjective notes alongside objective trade data
- Use print-friendly layouts for pen-and-paper or hybrid workflows
- Create personalized sections for mindset, emotional response, or news events
- Track trades by organizing them in a structured, review-focused format
Ideal for: Traders focused on learning through self-review and behavioral journaling rather than just stats.
💡 Pro Tip: AI thrives on live patterns constantly evolving with user behavior, market swings, trade details, risk charts, trade size, and operational shifts. Thus, feeding your AI real-time information is the key.
Summarize this article for me pleaseMaster Your Finances with ClickUp’s Powerful Templates
Everything around us is going digital, so why should accounting and financial management still be stuck in endless spreadsheets and email threads? It’s time to give your finances the upgrade they deserve.
Financial clarity doesn’t have to come at the cost of time or sanity.
ClickUp trading journal templates make it easier to track and analyze your financial goals with confidence. Thanks to its versatile and thoughtfully designed finance templates, you can finally replace confusion with control.
Take charge of your finances by signing up for ClickUp for free today!
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