Trading Dashboard Template
Track trades, visualize P&L, and analyze performance with automated profit/loss calculations and charts.
This trading dashboard consolidates your trade entries and automatically calculates profits and losses using dynamic formulas. It features a setup section for configuring trades and strategies, a database for recording entry/exit dates and results, and a dashboard with charts that visualize your trading performance across annual or custom periods.
Ideal for active traders, portfolio managers, and investment analysts who need to monitor multiple positions and understand their trading patterns at a glance. The template removes manual calculation errors and provides instant visibility into which strategies and assets are performing best.
What's inside
- Automated profit/loss calculations with conditional formulas
- Dynamic dashboard with charts for visual P&L analysis
- Trade database with entry date, exit date, and strategy fields
- Setup configuration for trades and asset management
- Annual and custom period filtering
- SUMIF formulas for profit/loss aggregation
Download this template
.xlsx · 5 sheets · included with lifetime access
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