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Stocky Mind Trading Journal

The document provides guidelines for effectively using a trading journal. It details steps for recording trades, maintaining formatting, and customizing trade statistics. Charts in the document show account performance over time with all trades resulting in 0% returns.

Uploaded by

shanmugam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
346 views34 pages

Stocky Mind Trading Journal

The document provides guidelines for effectively using a trading journal. It details steps for recording trades, maintaining formatting, and customizing trade statistics. Charts in the document show account performance over time with all trades resulting in 0% returns.

Uploaded by

shanmugam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 34

Here are some refined guidelines for utilizing this Trading Journal effectively:

1 Record your initial capital in column C of the 'Dashboard' sheet.

2 Log your trades meticulously in the 'Trades' sheet.

3 Maintain uniformity in date formatting throughout.

4 Ensure accurate ticker names using NSE website references.

5 Utilize the 'PoSize' sheet to determine optimal quantity for each trade.

6 Include essential details such as Quantity (QTY), Stop Loss (SL), Exit Price, Exit Quantity, and Exit Date.

7 Let automated calculations handle the rest.

Enhance your insights by selecting proficiency levels and identifying growth areas
8
using dropdown menus for each trade.
Customize your trade statistics by adjusting the number in cell E16 on the 'Dashboard' sheet
9
to reflect your desired number of trades.

10 To start, make a copy of the entire sheet; delete the data from sheet named 'Trades' columns B,C,D,E,G,H,I, M to U
Journal effectively:

, Exit Quantity, and Exit Date.

h areas

Dashboard' sheet

Trades' columns B,C,D,E,G,H,I, M to U, AF to AJ only.


Added/ Starting Final Year No. of Avg Avg
Month P/L % P/L % Win
Withdrawn capital capital % P/L Trades Gain Loss
Jan -1,500 100,000 ### ### #VALUE! 5 0.00% ### Err:511
Feb -2,000 #VALUE! ### ### #VALUE! 3 0.00% ### Err:511
Mar -1,800 #VALUE! ### ### #VALUE! 1 0.00% ### Err:511
Apr #VALUE! ### ### #VALUE! 1 0.00% ### Err:511
May #VALUE! ### ### #VALUE! 2 0.00% ### Err:511
June #VALUE! ### ### #VALUE! 1 0.00% ### Err:511
###
Jul #VALUE! ### ### #VALUE! 1 0.00% ### Err:511
Aug #VALUE! ### ### #VALUE! 3 0.00% ### Err:511
Sep #VALUE! ### ### #VALUE! 2 0.00% ### Err:511
Oct #VALUE! ### ### #VALUE! 1 0.00% ### Err:511
Nov #VALUE! ### ### #VALUE! 2 0.00% ### Err:511
Dec #VALUE! ### ### #VALUE! 2 0.00% ### Err:511
Avg R
Open Pos
Statistics of the last 5 👈 Cash
Win % 0.0% Open Heat
Avg Gain
Avg Loss
Avg Po Size ###
Avg Holding Days -109
R-multiple 0.0

Equity Curve
1

0.9

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1 4 7 1013161922
0.4

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0 0.00%
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00
1 4 7 1013161922

% P/L vs. Month Num


5
1 5
0.9 4.5

0.8 4

0.7 3.5 3
0.6 3
% P/L
0.5 2.5
2
0.4
1.5 1
0.3
1
0.2
0.5 0.00% 0.00% 0.00
0.1
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0
0 n b r
Jan Feb Mar Apr May June Jul Aug Sep Oct Nov Dec Ja Fe Ma

1
0.9
0.8
0.7
0.6
0.5
0.4
0.3
0.2
0.1
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0
n b r
Ja Fe Ma

8
6.85
7
8
6.85
7

5 4.44

2
1.06
1

0
Jan Feb Mar
-1

-2
Avg Biggest Smallest Avg Holding
R:R Impact Loss Days
4.44 ### #NAME? Err:511 Total Trades 24
6.85 ### #NAME? Err:511 Win % 0.00%
1.06 ### #NAME? Err:511 Avg + move 11.83%
4.19 ### #NAME? Err:511 Avg - move -2.16%
1.35 ### #NAME? Err:511 Avg Position Size ###
-0.69 ### #NAME? Err:511 Avg Holding Days 16
3.00 ### #NAME? Err:511 Plan Followed 66.67%
-0.29 ### #NAME? Err:511 Stock
3.21 ### #NAME? Err:511 Highest Move 30.94% POWERMECH
2.72 ### #NAME? Err:511 Lowest Move -4.25% SMSPHARMA
0.57 ### #NAME? Err:511 Highet pf Impact ### #NAME?
-0.69 ### #NAME? Err:511 Lowest pf Impact ### #NAME?
2.14
6
###
###

Equity Curve

Column AP

%
00%
%0%
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00%
%
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%
00%
%0%
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00%
%
.00%
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0.00%
0.00%

Number of Trades & % Win Rate


5
5
4.5
4
3.5 3 3
3 # Trades
% Win
2.5 2 2 2 2
2
1.5 1 1 1 1 1
1
0.5 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
0
n b r r y ne l g p t v c
Ja Fe Ma Ap Ma Ju Ju Au Se Oc No De

Avg Gain & Avg Loss


1
0.9
0.8
0.7
0.6 Avg Gain
Avg Loss
0.5
0.4
0.3
0.2
0.1
0.00%
0.00%
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0.00%
0
n b r r y ne l g p t v c
Ja Fe Ma Ap Ma Ju Ju Au Se Oc No De

R multiples
8
6.85
7
R multiples
8
6.85
7

5 4.44
4.19
Avg
4 R:R
3.00 3.21
3 2.72

2 1.35
1.06
1 0.57
0
Jan Feb Mar Apr May June Jul Aug Sep Oct Nov Dec
-1 -0.29
-0.69 -0.69
-2
Date
12-Sep-24
16-Dec-24
#NAME?
#NAME?
Trade Avg Buy/ Base
Date Name Entry SL TSL CMP Setup
No. Entry Sell Duration
1 ### JINDWORLD 441 445.8 430 435 B ₹339.70 Box 1W
2 ### TVSELECT 294 297.6 280 B ₹300.00 Channel 1M
3 ### AEGISCHEM 347 349.6 338 B ₹701.00 Flag 2M
4 ### BHARATFOR 884 884.0 860 B ### iH&S 2W
5 ### ZYDUSLIFE 423 423.0 417 B ₹959.00 Trendline 3-4 M
6 ### MOLDTKPAC 997 997.0 975 B ₹860.40 VCP 1W
7 ### CARBORUNIV 901 901.0 867 B ### Trendline 8-10 M
8 ### LAOPALA 392 392.0 384 B ₹326.80 Pennant 1W
9 ### SPECIALITY 244 244.0 233 B ₹190.15 VCP 5-6 M
10 ### OLECTRA 1700 1700.0 1650 B ### Inside Day 5-6 M
11 ### NHPC 86 86.0 84 B ₹93.45 Wedge 5-6 M
12 ### RATEGAIN 313 313.0 297 B ₹698.00 W-pattern 5-6 M
13 ### MAXHEALTH 455 455.0 445 B ₹839.75 Wedge 5-6 M
14 ### IRB 50 50.0 48.5 B ₹68.90 CwH 5-6 M
15 ### TATAPOWER 370 370.0 360 B ₹447.85 Low Cheat 5-6 M
16 ### FACT 645 645.0 620 B ₹717.60 VCP 5-6 M
17 ### QUICKHEAL 458 458.0 436 B ₹501.00 Pennant 5-6 M
18 ### POWERMECH2182 ### ### B ### Base on Base 5-6 M
19 ### NELCAST 120 120.0 115 B ₹150.10 iH&S 5-6 M
20 ### FINOPB 262 262.0 250 B ₹295.00 Channel 5-6 M
21 1-Nov-24 HINDCOPPER 275 275.0 267 B ₹389.50 IPO base 5-6 M
22 ### COCHINSHIP 860 860.0 850 B ### Flag 5-6 M
23 ### SMSPHARMA 200 200.0 190 B ₹207.10 VCP 5-6 M
24 ### RICOAUTO 157 157.0 150 B ₹142.80 W-pattern 5-6 M
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
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0.0
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0.0
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0.0
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0.0
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0.0
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0.0
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0.0
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0.0
0.0
0.0
0.0
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0.0
0.0
0.0
0.0
0.0
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0.0
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0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
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0.0
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0.0
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0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
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0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
Initial Pyramid-1 P-1 P-1 Pyramid-2 P-2 P-2 Position Exit-1 Exit-1
Allocation SL
QTY Price QTY Date Price QTY Date Size Price Qty
34 455 10 460 5 21844 #VALUE! ### ₹450.00 20
51 300 25 310 10 25594 #VALUE! ### ₹348.00 15
29 355 14 350 5 16783 #VALUE! ### ₹397.00 15
11 9724 #VALUE! 2.71% ₹862.00 5
35 14805 #VALUE! 1.42% ₹490.00 25
10 9970 #VALUE! 2.21% ### 5
22 19822 #VALUE! 3.77% ₹990.00 7
38 14896 #VALUE! ### ₹428.00 22
61 14884 #VALUE! 4.51% ₹268.00 39
20 34000 #VALUE! ### ### 10
120 10320 #VALUE! 2.33% ₹89.20 70
48 15024 #VALUE! 5.11% ₹320.00 20
44 20020 #VALUE! 2.20% ₹450.00 30
500 25000 #VALUE! 3.00% ₹53.00 300
40 14800 #VALUE! 2.70% ₹365.00 25
30 19350 #VALUE! 3.88% ₹635.00 20
33 15114 #VALUE! ### ₹482.00 11
7 15274 #VALUE! ### ### 4
180 21600 #VALUE! 4.17% ₹122.00 100
120 31440 #VALUE! ### ₹298.00 60
50 13750 #VALUE! 2.91% ₹295.00 50
20 17200 #VALUE! 1.16% ₹845.00 13
70 14000 #VALUE! ### ₹191.50 50
80 12560 #VALUE! ### ₹153.00 40
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
Avg.
Exit-2 Exit-2 Exit-3 Exit-3 Open Exited Stock Open Reward:
Date Date Date Exit
Price Qty Price Qty QTY Qty Move Heat Risk
2 Jan ₹445.00 10 4 Jan ### 8 5 Jan 11 Price 0.88%
38 449.74 0.35
4 Jan ₹374.00 20 5 Jan ₹373.00 16 10 Jan 35 51 366.04 ### 4.83
4 Jan ₹430.00 14 10 Jan 19 29 412.93 18.10% 6.98
14 Jan ₹880.00 6 12 Feb 11 871.82 -1.38% -0.51
5 Feb ₹511.00 5 10 Feb ₹442.00 5 13 Feb 35 486.14 14.93% 10.52
4 Mar ### 3 5 Mar ### 2 16 Mar 10 1,201.30 ### 9.29
4 Mar ### 11 4 Mar ### 4 16 Mar 22 ### 18.38% 4.87
17 Mar ₹430.00 8 ### ₹498.00 8 ### 38 443.16 13.05% 6.39
6 Apr ₹243.00 12 13 Apr ₹223.00 10 22 Apr 61 255.70 4.80% 1.06
6 May ### 4 8 May ### 6 9 May 20 ### 12.31% 4.19
13 Jun ₹88.50 50 27 Jun 120 88.91 3.38% 1.45
1 Jun ₹338.00 15 11 Jun ₹347.00 13 ### 48 332.94 6.37% 1.25
7 Jul ₹444.00 14 11 Jul 44 448.09 -1.52% -0.69
13 Aug ₹55.00 150 26 Aug ₹62.00 50 31 Aug 500 54.50 9.00% 3.00
11 Sep ₹356.00 15 13 Sep 40 361.63 -2.26% -0.84
13 Sep ₹630.00 10 17 Sep 30 633.33 -1.81% -0.47
12 Sep ₹460.00 22 18 Sep 33 467.33 2.04% 0.42
13 Oct ### 3 22 Oct 7 ### ### 5.53
16 Oct ₹130.00 40 18 Oct ₹125.00 40 ### 180 124.44 3.70% 0.89
17 Nov ₹302.00 40 20 Nov ₹270.00 20 ### 120 294.67 12.47% 2.72
18 Dec 50 295.00 7.27% 2.50
19 Nov ₹855.00 2 23 Nov 5 15 846.33 -1.59% -1.37
20 Dec 20 50 191.50 ### -0.85
26 Dec ₹154.00 20 31 Dec 20 60 153.33 -2.34% -0.52
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Holding Position Realised P/L PF Cumm Plan
Exit Trigger
Days Status Amount Rs Impact pf Followed?
126 22.45% 17090 ### ### ### ₹1.00 Breakeven exit
126 40.70% 18668 ### ### ### ₹0.00 Random
125 39.58% 11975 ### ### ### ₹1.00 Random
30 Closed 9590 ### ### ### ₹1.00 R multiples
14 Closed 17015 ### ### ### ₹1.00 Trailing SL
40 Closed 12013 ### ### ### ₹1.00 Target
29 Closed 23465 ### ### ### ₹1.00 Random
36 Closed 16840 ### ### ### ₹0.00 Random
27 Closed 15598 ### ### ### ₹1.00 SL
9 Closed 38186 ### ### ### ₹0.00 R multiples
49 Closed 10669 ### ### ### ₹1.00 SL
49 Closed 15981 ### ### ### ₹1.00 R multiples
31 Closed 19716 ### ### ### ₹1.00 SL
34 Closed 27250 ### ### ### ₹0.00 Trailing SL
33 Closed 14465 ### ### ### ₹1.00 Target
36 Closed 19000 ### ### ### ₹0.00 SL
37 Closed 15422 ### ### ### ₹1.00 Target
40 Closed 20000 ### ### ### ₹0.00 Random
71 Closed 22400 ### ### ### ₹0.00 Target
45 Closed 35360 ### ### ### ₹1.00 Trailing SL
47 Closed 14750 ### ### ### ₹1.00
-192 25.00% 12695 ### ### ### ₹1.00 Trailing SL
-223 28.57% 9575 ### ### ### ₹1.00
-224 25.00% 9200 ### ### ### ₹0.00 Target
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Proficiency Growth Areas
Small SL Poor Sector
Well managed Didn't Book Loss
Small SL FOMO
Protected Breakeven Illogical SL
Emotional Control Poor Sector
Precise Entry Illiquid Stock
Protected Breakeven Poor sector
Protected Breakeven Lack of Patience
Precise Entry FOMO
Exited in Strength Poor Sector
Precise Entry Poor Po Size
Well Managed Poor Sector
Good Trailing Too Tight SL
Protected Breakeven Poor sector
Well Managed FOMO
Exited in Strength Poor Sector
Good Trailing FOMO
Protected Breakeven Momentum-less stock
Good Trailing FOMO
Small SL Poor Sector
Precise Entry Poor Sector
Good Trailing Poor Sector
Good Trailing Booked Early
Well Managed Poor Sector
Note
Stock selection was poor as there was not prior uptrend
Good entry, Management could have been better

Should have held patiently

Failed to anticipate news impact on the stock


Should have given some space to the stock
Lack of patience, exited the trade prematurely
Ignored key support/resistance levels in analysis
Exited early, should have waited for it to break the previous Day low
Ignored key technical indicators (e.g., moving averages, S/R levels)
Didn't follow trade management rules outlined in the trading plan
Failed to adjust stop-loss
Good entry and managed well
SL could have been tighter
Overstayed in a losing trade, hoping for a reversal
Should have considered the market condition before taking the trade
Spotted the leader of an industry in momentum

Overlooked significant market events

Didn't consider the broader market trend before entering the trade
Non Editable
Editable

QTY to buy according to the 'Risk on Capital' QTY to buy according to the 'All
Capital 1E+05 👉🏻 Risk on capita### Capital 1E+05
Entry Price100 Entry Price 100
SL 96 ### SL 90
QTY to buy200 QTY to buy 200
Allocation ### Risk on capita2.00%
uy according to the 'Allocation'
👉🏻 Allocatio ###

###
Setup Proficiency Growth Areas Exit Trigger
Base on BasDisciplined Executi Biased Analysis Breakeven exit
Box Emotional Control Booked Early Market Pressure
Channel Exited in Strength Didn't Book Loss R multiples
CwH Good Trailing FOMO Random
Flag Precise Entry Illiquid Stock SL
iH&S Protected Breakev Illogical SL Target
Inside Day Small SL Lack of Patience Trailing SL
Intraday Well Managed Late Entry
IPO base Momentum-less stock
Low Cheat Overconfidence
Pennant Overtrading
Shakeout Poor Exit
Tight Closes Poor Po Size
Trendline Poor Sector
Triangle Poor Stock
VCP Shifted SL Suickly
W-pattern Too Early Entry
Wedge Too Tight SL

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