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How to keep a trading journal (with a free template)

A trading journal is the only honest record of how you trade. Your memory keeps the big wins and forgets the rule breaks. Kept well, a journal shows you exactly which setups, times and habits make and lose money.

Updated 29 September 2026. 3 minute read.

Why a journal beats memory

Most traders remember their best trades in detail and their worst in outline. Over a month, the picture in your head drifts away from what happened. A journal replaces that picture with data, and data is what you need to decide what to change.

What to record for every trade

FieldExample
Date and time12 Sep, 18:20 IST
Instrument and directionXAUUSD, buy
Setup nameLondon breakout pullback
Entry, stop, target4,150.20 / 4,145.20 / 4,160.20
Lot size and risk0.20 lots, $100 (1%)
Result+$200, +2R
Market conditionTrending, normal volatility
Rules followed?Yes
How I feltCalm entry, nervous at 1R
ScreenshotLink to chart image
LessonEntry was fine, don't watch the 1-minute chart

Recording the result in R (profit or loss divided by the amount risked) lets you compare trades of different sizes fairly.

A template you can copy

Create a sheet in Google Sheets or Excel with these column headings in row 1:

Date | Time | Instrument | Buy/Sell | Setup | Entry | Stop | Target | Lots | Risk ($) | Result ($) | Result (R) | Condition | Rules followed | Feeling | Screenshot | Lesson

In the Result (R) column, divide the result in money by the risk. Add a summary tab that shows total R, win rate and average R by setup and by instrument. Use the profit calculator if you need to work out the money result of a trade.

Make journaling quick

Review it every week

Once a week, filter the journal and look for patterns:

The comparison between rule-following and rule-breaking trades is often the most convincing lesson a journal gives.

Journal on prop firm accounts too

Add two fields for funded accounts: margin used after entry and daily loss room left. Rule breaches at prop firms often come from situations you only see in hindsight, and a journal makes them visible before they cost you a payout.

Quick answers

What should I write in a trading journal?

Date and time, instrument and direction, setup, entry, stop and target, lot size and risk, result in money and R, market condition, whether you followed your rules, how you felt, a screenshot and one lesson.

Is a spreadsheet good enough for a trading journal?

Yes. A Google Sheets or Excel file with the right columns and a weekly review works well. What matters is recording every trade and reviewing it regularly.

More on trading psychology

10 popular prop firms

Well-known firms for forex, gold and index traders that were still operating in 2026. Compare their rules before you buy a challenge.

Some links in this list are referral links, and PipLedger may earn a commission if you sign up, at no extra cost to you. This list is not a recommendation. Programs, prices and rules change often, so check each firm's own site, including its margin and drawdown rules, before you buy a challenge.