A trading journal is not a spreadsheet of wins and losses—it is a feedback loop. The traders who improve fastest log enough detail to spot patterns in setup selection, risk, timing, and psychology. This guide gives you a field-tested template you can use in Excel, Notion, or an app like TradeLogger.
Without consistent columns, you cannot compare trades fairly. One day you note the setup; the next day only the result. After fifty trades, you have noise—not data. A fixed template forces discipline: every trade gets the same scrutiny, whether it was a +3R winner or a scratch.
Professional desks review process, not outcomes. Your journal should answer: Did I follow my plan? Was risk appropriate? Did emotions change the trade? Those questions need structured fields, not a blank page.
| Column | What to record |
|---|---|
| Date & time | When the trade was opened and closed (include session: London, NY, etc.) |
| Symbol / market | Instrument traded (e.g. EUR/USD, NAS100, BTC) |
| Direction | Long or short |
| Entry & exit price | Actual fill prices, not intended levels |
| Position size | Lots, shares, or contracts—consistent units across trades |
| Stop loss & take profit | Planned risk and reward before entry |
| P&L (R-multiple) | Profit in currency and as multiples of initial risk (1R, -1R, etc.) |
| Setup / strategy | Named pattern or rule set (breakout, pullback, news fade) |
| Market context | Trend, volatility, key levels, news, or session conditions |
| Emotional state | Calm, FOMO, revenge, overconfident—honest notes beat perfect entries |
| Screenshot / chart | Visual record of structure at entry and exit |
| Lesson / review | One sentence: what to repeat or avoid next time |
Manual logging breaks when you are busy or emotional. TradeLogger reads broker screenshots with AI, extracts prices, size, and timing, and attaches charts to each trade automatically. You still add setup tags and psychology notes—the parts machines cannot infer—but you skip the tedious typing that makes most journals die after a week.
Read more about why journaling matters on our purpose page, or see how we compare to spreadsheets on the TradeLogger vs alternatives page.
Everything you need to understand, build, and maintain a trading journal—from Excel templates to AI-powered software.
Complete overview: what, why, template, Excel, and software.
Definition, components, and how serious traders use one.
Screenshot workflow scorecard for apps and online journals.
Template-first path and when free tiers stop being enough.
Canonical columns for Excel/Sheets and when to upgrade.
Spreadsheet setup, formulas, and when to upgrade.
Sessions, pairs, spreads, and screenshot review for FX.
A short checklist that turns logs into next-week rules.
Habits that kill consistency — and how to fix them.
Features, pricing, and who the screenshot workflow fits.
Named comparison for discretionary traders.
Track evaluation rules beyond FTMO-only guides.
Honest screenshot logging — no fake sync claims.