Most trading journals track what happened. This one helps you understand why.

A structured Google Sheets trading journal and review system designed to help you spot the patterns hiding in your own trade data.

Get the Review System — $17

One payment. Duplicate and start once you've made your copy. Planned 7-day refund policy.

Dashboard preview showing key trading metrics and R-multiple trend chart

You're journaling. But are you actually learning?

Most traders know they should keep a journal. And most traders try — a spreadsheet here, a Notion template there, a notebook with scribbled entries.

But here's what usually happens:

  • The journal becomes a collection of entries you rarely revisit.
  • You log what happened, but don't have a structured way to ask why it happened.
  • After a difficult stretch, you have no consistent method for reviewing what went wrong.
  • Your “review process” is scrolling through past trades and feeling frustrated.

The problem isn't that you don't journal.
The problem is that your journal doesn't help you review.

A trade log records. A review system reveals.

From “what happened” to “what to examine”

The Trader's Review System is not just another trade log. It's a complete review workflow built directly into Google Sheets — the platform you already know and trust.

At its core is a simple idea: every trade you take contains information about your own decision-making process. But you can only access that information if you have a system for looking.

This template gives you that system.

Here's the workflow:

1

Before your session

Spend 2 minutes filling out a pre-session plan. What's your bias? Where are key levels? What rules are you committing to?

2

During your session

Log each trade in the Trade Log. Minimal required fields. You're trading, not doing data entry.

3

After your session

Spend 3 minutes on a guided post-session review. Did you follow your plan? What was your biggest mistake? Your best decision?

4

At the end of the week and month

Step back and look at the patterns. Which setup labels appear most often in your log? Which mistake categories keep recurring? Where might a closer look at your own data be worthwhile?

The result: You don't just know your win rate. You know what your own trade data is telling you — and what deserves a closer look.


Everything inside the template

7 fully structured tabs — ready to use

Tab What It Does
📋 README & Instructions Quick-start guide. Set up quickly and start with your first entry once you've made your copy.
📊 Dashboard Auto-calculated overview from your Trade Log entries. Win rate, expectancy, profit factor, avg R per trade, observed results grouped by setup category, results grouped by session, mistake frequency. All computed from data you enter.
📝 Trade Log The core. Log each trade with structured fields. 14 columns including risk (R), P&L, R-result, outcome, mistake category, psychology tag, confidence rating. Dropdowns keep entry consistent. Formulas auto-calculate R-result and outcome. Pre-filled for 500 trade slots.
🌅 Pre-Session Plan Guided preparation before each trading session. Higher timeframe bias, key levels, news events, rules commitment. Two minutes of clarity before you begin.
🌇 Post-Session Review Guided reflection after each session. Trades taken, rules followed, biggest mistake, best decision, psychology notes. Auto-pulls your session stats from the Trade Log.
📅 Weekly & Monthly Review Step back and look for patterns across time. Review how different setup labels appear across your completed trades. Which mistake categories recur? What does your psychology tracking show across sessions?
🤖 AI Review Prompts 8 optional copy-paste prompt templates for ChatGPT, Claude, or Gemini. Designed for self-reflection on your own trade data. Strictly framed — prompts instruct the AI not to provide trading advice.
R-multiple tracking 11-category mistake taxonomy Psychology tracking Session-based organization Setup-label summaries Conditional formatting No macros No scripts No external connections
Important note on AI prompts: The AI prompts are optional. If you use them, you choose what data to paste into third-party tools such as ChatGPT, Claude, or Gemini. Those tools are separate services with their own privacy terms. Do not paste sensitive information you do not want processed by a third party. AI outputs should be treated as reflection support only, not trading advice.

Three steps from purchase to your first review

1

Duplicate

After purchase, you get a link to the Google Sheets template. Click “Make a copy.” That's it. The file is yours — private, editable, permanent.

2

Log

Open the Trade Log tab. Enter your first trade. Date, instrument, direction, risk, P&L, setup type. Dropdowns keep it fast. Optional fields let you go deeper when you want to.

3

Review

The heart of the system. After your session, open the Post-Session Review tab. Your trade stats auto-populate. Answer a few reflection questions. At the end of the week, the Weekly Review tab shows you what patterns emerge from your own data.

That's the loop. Log → Review → Refine. Repeat.

Who It's For / Who It's Not For

✓ This is for you if:

  • You are a retail forex or futures trader (indices, commodities, crypto also compatible)
  • You have some trading experience — you know the basics, understand terminology like “R-multiple” and “pullback,” and have taken real trades
  • You already journal in some form but feel your current system isn't giving you the clarity you want
  • You want a structured review process without paying $30–$80/month for SaaS journaling software
  • You are comfortable with basic Google Sheets (typing into cells, selecting from dropdowns)
  • You value process awareness over profit-chasing
  • You want a manual review system for trades you have already taken
  • You want to examine your own trading patterns more systematically

— Probably not right if:

  • You've never placed a trade and don't understand basic trading terminology
  • You're an institutional trader with compliance-mandated journaling software
  • You want automated broker-sync import (this is a manual-entry template)
  • You want a mobile-first native app experience (Sheets works on mobile but isn't a dedicated app)
  • You're looking for trade signals, market predictions, or strategy recommendations
  • You expect a SaaS product with ongoing feature development — this is a template, not a subscription service
  • You're unwilling to spend ~2 minutes per trade on manual entry

Own it. No recurring charges.

There are plenty of good SaaS trading journals out there. They charge $30–$80 per month. For some traders, they're worth it.
This isn't that.

🔒

No subscription

Pay once. The file is yours.

👤

No account required

You don't create a login. Your data lives in your Google account.

📤

No vendor lock-in

Export to Excel anytime. Your trade history is rows in a spreadsheet, not rows in someone else's database.

🧹

No feature bloat

No dashboards you'll never use. No upsells. Just the tabs you need.

📱

Accessible anywhere

Desktop, laptop, phone, tablet. The Google Sheets app works everywhere.

🔐

Your data stays yours

No backend, macros, scripts, or external connections. Your data lives in your own Google account.

Simple to start if you already use basic spreadsheets. Dropdowns, formulas, charts — all standard. The trade-off: you enter trades manually. It takes about 2 minutes per trade. For most retail traders taking 1–5 trades per session, that brief pause for reflection is part of the review process itself.

See inside the template

Sample data from 12 trades, June 22–30, 2026 — balanced wins and losses. No cherry-picking.

Dashboard close-up showing observed results grouped by setup category and mistake frequency chart
Dashboard close-up — setup categories and mistake frequency, auto-calculated from your Trade Log
Trade Log view with the 11-category mistake taxonomy dropdown expanded and conditional formatting visible
Trade Log with mistake taxonomy dropdown — 11 categories for classifying what contributed to each outcome
Side-by-side comparison of Pre-Session Plan and Post-Session Review showing the plan-execute-reflect workflow
Pre-Session Plan → Post-Session Review — the plan, execute, reflect loop at the core of the system
Weekly Review section showing auto-calculated stats and pattern-detection reflection fields
Weekly Review — auto-calculated stats and manual reflection fields for stepping back and spotting patterns
AI Review Prompts tab showing optional prompt templates with safety disclaimer and privacy note visible
AI Review Prompts tab — 8 optional copy-paste prompt templates. Safety disclaimer and privacy note built in.

This is a review template, not a trading strategy.
It does not tell you what to trade, when to trade, or how to trade. It helps you organize and review trades you have already chosen to take.

Simple pricing. One payment.

Launch Offer
$17 one-time
Full price after launch: $27
  • The complete 7-tab Google Sheets template
  • Template updates included when released, where applicable
  • Google Sheets (.gsheet link to duplicate) — also provided in .xlsx format
  • Planned 7-day refund policy, subject to final checkout setup
Get the Review System — $17

Frequently Asked Questions

No. If you can type into a cell and select from a dropdown, you can use this template. The formulas and charts are pre-built. You just enter your trades.
The template is designed for Google Sheets delivery and is also provided in .xlsx format. It can be opened in Excel or imported into Google Sheets. Some formatting or behavior may vary between spreadsheet apps. Before launch, the final customer version will be verified in the intended delivery format.
No. This is a journaling and self-review tool. It does not provide trading advice, trade signals, market predictions, or strategy recommendations. It helps you review your own trading decisions — it does not make decisions for you.
No. You enter trades manually. This is intentional — the act of entering each trade gives you a moment to reflect on it. For most retail traders taking 1–5 trades per session, entry takes about 2 minutes per trade.
Yes. The Google Sheets mobile app (iOS and Android) works with this template. It's not a native app experience, but it's functional for logging trades on the go.
The formulas are pre-filled for 500 trade slots in the Trade Log. If you need more, you can extend the ranges — it's a standard Google Sheet.
R is your risk per trade. If you risk $100 per trade, 1R = $100. A +2R result means you gained $200. A −1R result means you lost $100. The entire template uses R-multiples as a measurement framework — it separates your results from your account size.
It's an 11-category dropdown in the Trade Log that helps you classify what contributed to each trade's outcome. Categories include: Structure Misread, Poor Entry Timing, Emotional Override, Overtrading, Poor Stop Placement, Plan Deviation, Risk Sizing Error, Exited Too Early, Exited Too Late, Chased Move, and No Mistake / Valid Loss. Over time, the Dashboard summarizes which categories appear most frequently in your log.
Tab 7 contains 8 optional copy-paste prompt templates you can use with ChatGPT, Claude, or Gemini. You paste your own trade data into the AI along with a prompt like “review my last 20 trades for recurring mistake categories.” The prompts are strictly framed — they instruct the AI not to provide trading advice.

Important: The AI prompts are optional. If you use them, you choose what data to paste into third-party tools such as ChatGPT, Claude, or Gemini. Those tools are separate services with their own privacy terms. Do not paste sensitive information you do not want processed by a third party. AI outputs should be treated as reflection support only, not trading advice.
A 7-day refund policy is planned, subject to final checkout setup. If the template isn't right for you, you'll be able to request a refund within the stated window.
Template updates are included when released, where applicable. If we make improvements — refined formulas, additional prompts, layout adjustments — you'll have access to the updated version at no extra cost.
No. The template itself has no backend, macros, scripts, or external connections. Your trade log data inside your duplicated copy stays in your own Google account. We have no access to it because there is no server or database connected to the template. Purchase and payment information may be handled by the checkout provider according to their own terms.
Disclaimer

This product is an educational and self-review tool. It does not provide trading advice, financial advice, investment recommendations, signals, market predictions, or profit guarantees. Trading involves substantial risk of loss and is not suitable for all investors. Past performance does not indicate future results. The templates, frameworks, and review prompts in this product are for journaling and self-reflection purposes only. Your trading decisions and outcomes are entirely your own responsibility. Use at your own risk.

Ready to stop logging and start reviewing?

Most trading journals collect data. This one helps you examine it.
One payment. No subscription. A structured system that turns your trade history into something you can actually reflect on.

Get the Review System — $17

Planned 7-day refund policy. Template updates included when released, where applicable. Duplicate and start once you've made your copy.