Create Excel spreadsheet to track trading results

A spreadsheet to compile trading data. Basically, every day, I would copy/paste daily trading activity into a sheet. You would create a master spreadsheet that uses some of this raw data, converts whatever needs to be converted to a proper format (text-->number, Etc.), place what is needed into the main spreadsheet and perform a number of calculations.

The workbook would have:
1. sheet for me to paste raw data into
2. main spreadsheet (one for each year: starting with 2020) that uses data to show trades and some calculations in a clear and easy to read format.
3. a stats sheet which would contain any number of special calculations.
4. a list sheet that would contain lists to be used in dropdown lists on the main spread sheet.

Query/calculations:
These are some of the calculations I would need on the stats sheet. You dont have to know how to do them all but calculating some of the basic ones are necessary (Number of trades, Number or winning trades, losing trades, avg per trade, Etc.) I can help with the formulas but you would need to build the macros(?) to calculate and count the data.

Starting Balance
Number of winning trades
Number of losing trades
Net profit
Balance
% change
R.O.I. (Avg %/year)
Avg%/month
Avg%/day
EV of a trade
Win rate
Loss rate
Sharpe ratio
Sortino ratio
Best Trade$
Best day$
Best Trade%
Best day%
Worst trade$
Worst day$
Worst trade%
Worst day%
Most used pattern
Avg $ (most used patter)
Avg %(most used pattern)
Pattern with highest avg $
Pattern with lowest avg %
Longest losing streak No. of trades
Biggest drawdown (consecutive losses) $
Biggest drawdown (consecutive losses)%
Most common mistake

There needs to be statistics for each year and an overall (all years combined) statistics. Not sure if they would be best on one page or if there should be a separate stats page for each year.

I have included a very rough example I made on Excel 2010. Ive never used Excel online or google sheets so I dont know if they are at all compatible. What would you use to make this work?
About the recuiter
Member since Nov 11, 2022
Arun N/a
from New South Wales, Australia

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