Trading PnL Tracker Spreadsheet | Profit & Loss Dashboard with Yearly Balance Sheet | Google Sheets
You're logging trades, but can you actually see the full picture of your business? This PnL tracker spreadsheet turns your trade data into a complete profit and loss record. It tracks per day, per month, per quarter and per year, so you can run your trading like a business.📋 What's Inside:- Trade Log : Log year, month, day, time, asset, direction, entry type, entry/exit price, stop loss, max risk, and PnL, with dropdown menus for fast input. The sheet auto-calculates direction, win/loss status, risk-adjusted R, and a running equity curve. Room for 1,000 trades.- Analysis Dashboard : Total trades, wins, losses, break-even, and win rate at a glance. Expected Value (EV) — the single most important metric for any system. EV breakdowns by long vs short and limit vs market entry. Max win/loss streaks. PnL stats: biggest winner, worst loss, best/worst day, best/worst month, and average PnL per trade. Histogram data for EV by day of week, day of month, month, and time of day to find exactly when your edge is strongest.- Yearly PnL Balance Sheet : Quarterly and monthly breakdown: total trades, wins, losses, PnL in R, account balance with deposit/withdrawal tracking. Covers 2026–2030.- Daily PnL Calendars : One tab per year. See your PnL mapped onto an actual calendar with daily and weekly totals, cumulative PnL, and green/red conditional formatting to spot patterns instantly.- Monthly Calendar : See your PnL condensed to a single month. You decide what month, in what year you want to analyse.- Instructions Tab : Step-by-step setup guide plus a full glossary of trading terms (R, EV, win rate, equity curve, and more) written in plain language.✅ This document is most suitable for:Beginner to intermediate traders who want to see their performance across time, not just trade by trade, but month by month and year by year. Day traders, swing traders, forex, crypto, stocks, futures. If you treat trading as a business and want your PnL data organised like one, this is the sheet. ⚙️ How It Works:After purchase, you receive a PDF with a link to the Google Sheet. Make a copy to your own Google Drive and start logging. You only touch the Trade Log and your starting balance, everything else updates automatically.❗ Please Note:This is a digital download — no physical product will be shipped.Built for Google Sheets (free Google account required). Also compatible with Excel 2019+.
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