Free Worksheets (All)

$0.00

This product allows you access to the free files we have in our file library. Simply add it to your cart and go through the checkout process – you will NOT be asked for any kind of payment information. The checkout process simply allows us a way to get the files to you via a link that is unique to you. The files will show up in your MY ACCOUNT area – you should also get an email with their links. Make sure you read the rest of the description below so that you know which files do what and how they work after you download them!

SKU: FreeDownloads-SpreadSheets-01 Categories: ,

Description

This product allows you access to the free files we have in our file library. Simply add it to your cart and go through the checkout process – you will NOT be asked for any kind of payment information. The checkout process simply allows us a way to get the files to you via a link that is unique to you. The files will show up in your MY ACCOUNT area – you should also get an email with their links. Make sure you read the rest of the description below so that you know which files do what and how they work after you download them!


Worksheet: Practice Chart Reading Log

One of the things we always do as traders is review historical charts to test a premise. This worksheet help to keep you honest while doing that! It’s way too easy to “fudge” when you’re reviewing a premise for a new trade pattern. But, if you have to write down all the trades and their outcome – you’re kept honest and out of trouble!

Usage Notes

Whenever you’re ready to test a new premise, go back in time and move through the appropriate charts, covering up the right hand side of the chart. Move the chart one bar at a time and then record your trade decision on this sheet. This ensures that you’re ready to trade whatever strategy you’re thinking about. There’s nothing worse than realizing you’re not ready to trade a strategy after this exercise produces a bunch of negative numbers!

Platform: Microsoft Excel 2003 and later versions.
Filename: PracticeChartreadingLog.xls


Worksheet: Trading Words of Wisdom

As a trader, you always run across little nuggets of information that can’t seem to be categorized. Use this spreadsheet to record that information and then review occasionally. It’s amazing how much information you realize you’ve forgotten every time you read this log.

Usage Notes

Keep this sheet up and review it ocasionally – it is great for inspiration or for reminding you of and just reinforcing the basics.

Platform: Microsoft Excel 2003 and later versions.
Filename: TradingWordsOfWisdom.xls


Worksheet: Daily Financial Spreadsheet

This workbook is used to keep a log of your trades. It includes calculations to show your P&L by month and year, and by trade type and other factors.

Usage Notes

This workbook consists of four tabs/sheets:

Completed Trades – This is the heart of the workbook. As each trade is completed, you create an entry here. You’ll notice that you can specify the strategy upon which the trade was based as well as a sub-strategy (just a detailed code about the reason for the entry – you can make up your own codes). Suggested improvements – include the time the trade was entered and exited, the level of the TICK and TRIN and the type of day (Taylor Buy/Sell Day, Trend, NR7, z-day etc.)

Trade Summary – This sheet shows my P&L summarized by various factors. With one glance you can tell whether or not a particular strategy is profitable for the month or the year, or whether a particular financial instrument is giving me trouble. Data summarized by month.

Trade Summary by Day – similar information as the Trade Summary sheet except on a daily basis.

Paper Trades – Similar to completed trades but entries are made here for strategies I’m testing or trades I think I should take but I am too chicken to take or I’ve reached my daily limit.

Paper Trades Summary – similar to the Trade Summary tab but for the Paper Trades only.

There are sample entries on each sheet. This sheet is provided as an example of what I think we should all be doing as traders when it comes to information collection.

Platform: Microsoft Excel 2003 and later versions.
Filename: DailyFinancialSpreadsheet.xls


Worksheet: Daily Pivots

This worksheet is useful for tracking the price action in the ES/SPs.

Before the market opens, record all the swing highs/lows on the different time frames as well as any other support/resistance levels in the upper part of the sheet. Then, copy the data to the lower part and sort the current day’s column by price. As price moves throughout the day, move your cursor to the appropriate level – it keeps you in sync with support and resistance levels on the major timeframes without having to constantly look at charts.

Usage Notes

There is an associated Tradestation indicator that is used to keep track of these levels without looking at the sheet. At the start of the day you key the numbers into the indicator and TS then plots trend lines at these s/r levels. Look in our indicator list above for it. The name is: NB_KTL – Key Technical Levels.
Filename: DailyPivots.xls


Worksheet: Intraday Notes

This worksheet is a place to log numbers intraday to keep you in the zone and in tune with price action.

Usage Notes

Use this sheet to record key numbers every 5 minutes and to remind yourself what to look for on all time frames. By forcing yourself to fill in this sheet, you are forced to keep an eye on all key info throughout the day and thus stay in tune with the market.

Platform: Microsoft Excel 2003 and later versions.
Filename: IntradyNotes.xls


Worksheet: Mistakes Log

Every trader should keep a log of his/her mistakes. By reviewing this periodically, one can see if there is a pattern to the mistakes. Personally, seeing the monies we’ve lost because of mistakes just burns me up!

Usage Notes

Create one entry for each mistake (regardless of whether or not the outcome was positive or negative). By using the codes, you can see what category of mistakes is costing you the most money.

Platform: Microsoft Excel 2003 and later versions
Filename: MistakesLog.xls

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