Per-Trade Fields (the minimum)

  1. Date / Time — when the trade was opened and closed.
  2. Pair / Instrument — what you traded.
  3. Direction — long or short.
  4. Setup name — the rule you traded (e.g. "London open BOS retest").
  5. Entry / Stop / Target — exact prices.
  6. Risk in $ and % — what you were willing to lose.
  7. Result in R-multiples — +1.5R, -1R, BE, etc.
  8. Mistake tag — moved stop, early entry, traded outside plan, no mistake.
  9. Emotion tag — calm, FOMO, tilt, bored, fearful.
  10. One-sentence note — why you took it, why it worked or didn't.
  11. Screenshots — entry chart, exit chart.

Weekly Review Prompts

Block 30 minutes every Sunday. Same format every week.

  1. Total trades this week.
  2. Win rate, avg R-win, avg R-loss.
  3. Total R for the week.
  4. Top 3 mistake tags by frequency.
  5. Best trade — what worked?
  6. Worst trade — what was the actual error?
  7. One specific change for next week. Just one.

Monthly Review Prompts

Last day of the month. Slower, deeper.

  1. Expectancy across the month.
  2. Which setup carried the edge?
  3. Which setup leaked money?
  4. Are you sticking to risk per trade?
  5. Did you breach the daily-loss cap? How many times?
  6. Process score (0-10) — did you follow your plan?
  7. One process change for next month.

Copyable CSV Template

Paste into Google Sheets, Excel, Notion, or your tool of choice.

Why journals fail

Journals fail when they are too detailed to maintain or too sparse to be useful. The fields above are the floor — add more only if you'll actually fill them in. The fastest way to abandon a journal is making it a daily 20-minute task. 5 minutes per trade is the right ceiling.

Read the deeper guide: How to build a trading journal that actually helps.

Note: Contract specifications, spreads, swaps, and margin requirements vary by broker. The figures above are illustrative estimates using typical CFD specs. Always verify with your broker before trading. This tool does not constitute financial advice. Trading CFDs involves significant risk of loss.

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