Beginning Account Capital: Rs.400,000.00 Current Value of Account: Rs.400,000.00 Value Difference: 0.00 % Difference: 0.00% Long Short Reason for Entry Reason for Exit use ( - ) use ( - ) ò ò ò ò ò ò ò ò DATE 1 0.00 #DIV/0! Rs 0.00 #DIV/0! 0.00 DATE 1 0.00 #DIV/0! Rs 0.00 #DIV/0! 0.00 WIN % LOSS % LONGS 1 0 0% 0 0% P & L Fees SHORTS 1 0 0% 0 0% Rs 0 0 0 Rs 0 0 0 Rs 0 ### Rs 0 0 Rs 0 Totals 2 0 0% 0 0% #DIV/0! #DIV/0! Rs 0 0.00 #DIV/0! Commissions Rs 0.00 Rs 0.00 ü All YELLOW Highlighted Boxes Contain "At-A-Glance" Information About Your Account Progress ü DATE 1 0.00 #DIV/0! Rs 0.00 #DIV/0! 0.00 DATE 1 0.00 #DIV/0! Rs 0.00 #DIV/0! 0.00 Trade Date Stock Symbol Trade Setup Entry Pattern # Shares Entry Price Stop Rs. Risk 1st Target Reward to EXIT Gain / Loss Rs. WIN Long WIN Short PROFIT Rs. Amount LOSS LOSS LOSS Rs. ( R ) Multiple Actual Risk Amount Total Trans- actions Trade Fees ï To Paste - Click Left Number, Go To The Toolbar Menu And Click Insert, Then Rows - Then Paste Appropriate Long or Short Row (From Below) By Clicking The Actual Row "Number". Cumulative Win/Loss % Cumulative Stats WIN Long WIN Short TOTAL PROFIT LOSS LOSS TOTAL LOSS Sharpe Ratio Avg Risk Trans- actions Cumulative Expenses Other Scroll To The Right To Continue With Trade Journal Input (Reason For Entry, Exit And Mistake Columns) DAILY TRADE JOURNAL "Replace Emotions Of Fear & Greed With The Calm Confidence Of Having A Plan In Place, And Trading According To Plan." Easy Step-By-Step Instructions: 1) You Will Need To Copy/Paste The Appropriate Long or Short Rows (Directly Above, Or Right Below For Your Trade Data Input. Column "A" And Its Corresponding Blue (Long) And Orange (Short) Cells Help You Distinguish Between Long & Short Trades. Blue Is Long, Orange Is Short. 2) DO NOT Delete Rows 7 or 8 When Starting Out. You Will Lose The Formulas Used To Calculate Your Progress. Start Your First Data Input On Either Row 7 or 8 (Just Type Over The Pre-Existing Data), Then you Can Delete Unused Data Row And Start Inserting Your Own Rows By Pasting Underneath Them. 3) Fill Out ALL Trade Journal Data In The White Boxes. The Shaded Areas Have Formulas That You Do Not Want To Lose. If You Accidentally Type In A Grey Shaded Box, Quickly Go To Edit, Undo Typing . 4) The Cells Along Row 5 And The Corresponding BLUE / ORANGE Boxes Are Used For Calculations. Do Not Skip These Boxes. Input A #1 In Each Box (Column C or D) That Pertains To Your Specific Trade Criteria. 5) Input Your Starting Capital In The Top Middle Square (LM1). Your Progress Will Be Updated Automatically. This Figure Will Be Your Net P&L As It Accounts For Your Broker Commissions & Expenses From (Z 20) 6) BE SPECIFIC When Entering Data Into Columns F & G. You Will Need Corresponding Data Fields In Column ( C ) Of Your Strategy Tracking Sheet To Import The Correct Data. 7) After Each Trade, You Will Need To Transfer Data (R Thru W, Corresponding With F & G) To Your Strategy Tracking Sheet. 8) Column Z21 Will Need A Manual Input. Keep Track Of Your Cumulative Expenses (Other Than Broker Fees, Which Are Totalled Automatically In The box Above It) Such As Stamp Duty, Transaction Charges, Courses, Service Tax & Etc.) 9) Row 6 Can Be Used To Sort (If Needed). If The Sort Feature Does Not Work, You Will Need To Unlock The Sheet. Go To Tools, Protection, Unprotect Sheet (Make Sure You Change Back To Protect Once Finished). 10) If You See A Small Red Triangle In The Upper Right-Hand Corner Of A Box, Put The Mouse Cursor Over It To Read Any Instructions And/Or Explanations. 11) Use The Coloured Tabs At The Bottom To Navigate Thru All Of Your Trading Tool Sheets. (Tabs May Not Be Coloured If Your MS Office Is Not XP Version) ,
This excel utility is to keep records of trades , monthly performance, statistics etc. A really neat and simple excel doc. All credits to original creator of this doc.
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Beginning Account Capital: Rs.400,000.00
Current Value of Account: Rs.400,000.00
Value Difference: 0.00
% Difference: 0.00%
Long Short Reason for Entry Reason for Exit
use ( - ) use ( - ) ò ò ò ò ò ò ò òDATE 1 0.00 #DIV/0! Rs 0.00 #DIV/0! 0.00
ü All YELLOW Highlighted Boxes Contain "At-A-Glance" Information About Your Account Progress
ü
DATE 1 0.00 #DIV/0! Rs 0.00 #DIV/0! 0.00
DATE 1 0.00 #DIV/0! Rs 0.00 #DIV/0! 0.00
Trade
Date
Stock
Symbol
Trade
Setup
Entry
Pattern
#
Shares
Entry
Price
Stop
Price
Rs.
Risk
Amount
1st Target
Price
Reward to
ïRisk
EXIT (AVG)
Gain / Loss
Rs.
WIN
Long
WIN
Short
PROFIT Rs. Amount
LOSS Long
LOSS Short
LOSS Rs. Amount
( R )
Multiple
Actual
Risk
Amount
Total
Trans-
actions
Trade
Fees
ï To Paste - Click Left Number, Go To The Toolbar Menu And Click Insert, Then Rows - Then Paste Appropriate Long or Short Row (From Below) By Clicking The Actual Row "Number".
Cumulative
Win/Loss %
Cumulative
Stats
WIN
Long
WIN
Short
TOTAL
PROFIT
LOSS Long
LOSS Short
TOTAL
LOSS
Sharpe
Ratio
Avg
Risk
Trans-
actions
Cumulative
ExpensesOther
Expenses
Scroll To The Right To Continue With Trade Journal Input (Reason For Entry, Exit And Mistake Columns)
DAILY TRADE JOURNAL "Replace Emotions Of Fear & Greed With The Calm Confidence Of Having A Plan In Place, And Trading According To Plan."
Easy Step-By-Step Instructions:
1) You Will Need To Copy/Paste The Appropriate Long or Short Rows (Directly Above, Or Right Below For Your Trade Data Input. Column "A" And Its Corresponding Blue (Long) And Orange (Short) Cells Help You Distinguish Between Long & Short Trades. Blue Is Long, Orange Is Short.
2) DO NOT Delete Rows 7 or 8 When Starting Out. You Will Lose The Formulas Used To Calculate Your Progress. Start Your First Data Input On Either Row 7 or 8 (Just Type Over The Pre-Existing Data), Then you Can Delete Unused Data Row And Start Inserting Your Own Rows By Pasting Underneath Them.
3) Fill Out ALL Trade Journal Data In The White Boxes. The Shaded Areas Have Formulas That You Do Not Want To Lose. If You Accidentally Type In A Grey Shaded Box, Quickly Go To Edit, Undo Typing.
4) The Cells Along Row 5 And The Corresponding BLUE / ORANGE Boxes Are Used For Calculations. Do Not Skip These Boxes. Input A #1 In Each Box (Column C or D) That Pertains To Your Specific Trade Criteria.
5) Input Your Starting Capital In The Top Middle Square (LM1). Your Progress Will Be Updated Automatically. This Figure Will Be Your Net P&L As It Accounts For Your Broker Commissions & Expenses From (Z 20)
6) BE SPECIFIC When Entering Data Into Columns F & G. You Will Need Corresponding Data Fields In Column ( C ) Of Your Strategy Tracking Sheet To Import The Correct Data.
7) After Each Trade, You Will Need To Transfer Data (R Thru W, Corresponding With F & G) To Your Strategy Tracking Sheet.
8) Column Z21 Will Need A Manual Input. Keep Track Of Your Cumulative Expenses (Other Than Broker Fees, Which Are Totalled Automatically In The box Above It) Such As Stamp Duty, Transaction Charges, Courses, Service Tax & Etc.)
9) Row 6 Can Be Used To Sort (If Needed). If The Sort Feature Does Not Work, You Will Need To Unlock The Sheet. Go To Tools, Protection, Unprotect Sheet (Make Sure You Change Back To Protect Once Finished).
10) If You See A Small Red Triangle In The Upper Right-Hand Corner Of A Box, Put The Mouse Cursor Over It To Read Any Instructions And/Or Explanations.
11) Use The Coloured Tabs At The Bottom To Navigate Thru All Of Your Trading Tool Sheets. (Tabs May Not Be Coloured If Your MS Office Is Not XP Version)
,
H2
SavantGarde: INCLUDES ALL CUMULATIVE EXPENSES.
B5
SavantGarde: INPUT DATE OF TRADE ENTRY HERE
D5
SavantGarde: Put A ( 1 ) In This Box If It Is A LONG Trade
E5
SavantGarde: Put A ( 1 ) In This Box If It Is A SHORT Trade
F5
SavantGarde: WHAT TYPE OF SETUP IS THIS? SWING TRADE, GAP PLAY, 15-MINUTE REVERSAL, ETC.
G5
SavantGarde: HOW DID YOU ENTER YOUR SETUP? PULLBACK, BREAKOUT, W-PATTERN, ETC…ETC.
H5
SavantGarde: TOTAL NUMBER OF SHARES THAT YOU GOT FILLED.
I5
SavantGarde: PRICE YOU WERE FILLED AT BY YOUR BROKER
J5
SavantGarde: INITIAL STOP PRICE. The Price You Have Pre-Determined To Get Out At If The Stock Does Not Go In Your Direction.
K5
SavantGarde: THIS BOX CALCULATES AUTOMATICALLY
L5
SavantGarde: THE PRICE WHERE YOU INTEND TO TAKE ALL OR PARTIAL PROFITS. USED TO CALCULATE YOUR REWARD to RISK AMOUNT.
M5
SavantGarde: HOW MUCH YOU STAND TO MAKE IF YOUR TRADE REACHES YOUR PRE-DETERMINED TARGET BASED ON YOUR POSITION SIZE... SEE ( LOT SIZE ) TAB.
O5
SavantGarde: ENTER THE AMOUNT OF YOUR AVERAGE EXIT PRICE (IF MORE THAN ONE EXIT) BASED ON YOUR BROKER INFORMATION OR YOUR OWN CALCULATION OR CONTRACT.
Q5
SavantGarde: THIS BOX IS AUTOMATIC CALC
R5
SavantGarde: Put A ( 1 ) In This Box If It Was A Winning LONG Trade.
S5
SavantGarde: Put A ( 1 ) In This Box If It Was A Winning SHORT Trade.
T5
SavantGarde: IF YOUR TRADE WAS A WINNER, ENTER THE AMOUNT FROM THE GAIN / LOSS COLUMN (HERE)
U5
SavantGarde: Put A ( 1 ) In This Box If It Was A Losing LONG Trade.
V5
SavantGarde: Put A ( 1 ) In This Box If It Was A Losing SHORT Trade.
W5
SavantGarde: IF YOUR TRADE WAS A LOSS, ENTER THE AMOUNT FROM THE GAIN / LOSS COLUMN (HERE)
X5
SavantGarde: THIS IS THE AMOUNT YOU MADE BASED ON ( R ) Ex., A Figure Of 2.5 Means You Made 2 1/2 Times Your Initial Risk Amount.
Y5
SavantGarde: THE TOTAL AMOUNT OF MONEY YOU WERE AT RISK DURING THE TRADE, Minus Slippage & Fees, BASED ON YOUR POSITION SIZE.
Z5
SavantGarde: Will Cover In / Out & Any Partial's Taken During The Trade. Put Total Number Of Transactions.
AA5
SavantGarde: TOTAL AMOUNT OF COMMISSIONS YOU PAID YOUR BROKER ON THIS TRADE.
X12
SavantGarde: Average Gains Divided by Averages Losses.
Y12
SavantGarde: AVERAGE AMOUNT OF MONEY RISKED PER TRADE.
T14
SavantGarde: AVERAGE Rs WIN
W14
SavantGarde: AVERAGE Rs LOSS
Y14
SavantGarde: Total Amount Of Rs. RISKED On ALL Trades.
Z14
SavantGarde: Used As Part Of Formula For (Strategy Tracking Sheet). Please Leave As Is.
AA14
SavantGarde: Average Fee Per /Each Transaction.
Z16
SavantGarde: Cumulatively Adds Up All Trade Brokerage Fees (Commissions).
Z17
SavantGarde: Manually Input All Other Expenses Used In Your Trading. Do This Daily Or Wait For Your Monthly Broker's Statement.
Any Mistakes?
ò ò ò ò
Strategy Tracking Sheet
# Win # Loss
Total Loss
WIN %ò use ( - )
Long Term 0 Rs 0 0 Rs 0 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Swing 0 Rs 0 0 Rs 0 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
DayTrade 0 Rs 0 0 Rs 0 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Scalp 0 Rs 0 0 Rs 0 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!
Entry Pattern 0 #DIV/0!0 Rs 0 0 Rs 0 0 #DIV/0!
ALL TRADES * You Will Only Need To Input Data In Columns D Thru G. All Other Cells Use Formulas & Are Locked For Protection.
LONG 0 #DIV/0!
SHORT 0 #DIV/0!0 Rs 0 0 Rs 0 0 #DIV/0!
After A "String" Of Trades (No Less Than 20), You Will Need To Review Your Progress With That Individual (Trade Setup) And/Or (Entry Pattern). Do This With Each Completed String Until You Are Following Your Plan Consistently.
Setup &
Entry Pattern
Total
Profit
Total #
Trades
To Be A Winner, One Must First Experience Being A Talented Looser. Winning Is Always Born Out Of Losing. Keep "Score" Of Your Trades! It Is The Only Way To Know Where You've Been & WhereYyou're Going. This Specific Sheet Is Responsible For My Trading. I Simply Started Tracking Each And Every Setup And Entry Pattern That Was In My Trading Plan. After A String Of 20 Trades For Each, I Would Evaluate It. If It Showed Promise, I Would Continue Another 20-String, And So On (Trying To Eliminate Any Errors Along The Way). Once You Accumulate Enough Data, You Will Have The Needed Confidence To Exploit That That Certain Setup, To Trade It Over And Over Again, As You Will Know Your Long Term "Expectancy" For That Setup.
If A Certain Setup Is Not Working As Desired, Evaluate It For Possible Errors (That You May Be Unknowingly Committing), Or Just Stop Trading It And Focus On Building More Trade "Frequency" On Another Setup That Is Providing Consistent Profits. A Huge Key To Making Money Is Finding A System With A Positive Expectancy And One That Provides Enough Trade Frequency To Realize Your Profit Goals. How Can You Do This Without Keeping TrackOf What Is Working, And What Isn't?
C3
SavantGarde: Re-Type Your Trade Plan SETUPS And ENTRY PATTERNS (Below)
E3
SavantGarde: This Column Is CUMULATIVE. Add All Future Profits Together. These Figures Will Always Get Larger As Each Trade Profit Is Added To The Last One.
G3
SavantGarde: This Column Is CUMULATIVE. Add All Future Losses To This Figure. These Figures Will Always Get Larger As Each Trade Loss Is Added To The Prior One. REMEMBER TO USE THE ( - ) SIGN WHEN INPUTING FIGURES INTO THE LOSS COLUMN.
To Be A Winner, One Must First Experience Being A Talented Looser. Winning Is Always Born Out Of Losing. Keep "Score" Of Your Trades! It Is The Only Way To Know Where You've Been & WhereYyou're Going. This Specific Sheet Is Responsible For My Trading. I Simply Started Tracking Each And Every Setup And Entry Pattern That Was In My Trading Plan. After A String Of 20 Trades For Each, I Would Evaluate It. If It Showed Promise, I Would Continue Another 20-String, And So On (Trying To Eliminate Any Errors Along The Way). Once You Accumulate Enough Data, You Will Have The Needed Confidence To Exploit That That Certain Setup, To Trade It Over And Over Again, As You Will Know Your Long Term "Expectancy" For That Setup.
If A Certain Setup Is Not Working As Desired, Evaluate It For Possible Errors (That You May Be Unknowingly Committing), Or Just Stop Trading It And Focus On Building More Trade "Frequency" On Another Setup That Is Providing Consistent Profits. A Huge Key To Making Money Is Finding A System With A Positive Expectancy And One That Provides Enough Trade Frequency To Realize Your Profit Goals. How Can You Do This Without Keeping TrackOf What Is Working, And What Isn't?
After A "String" Of Trades (No Less Than 20), You Will Need To Review Your Progress With That Individual (Trade Setup) And/Or (Entry Pattern). Do This With Each Completed String Until You Are Following Your Plan Consistently.
Sharpe
Ratio
Expectancy
per Trade
To Be A Winner, One Must First Experience Being A Talented Looser. Winning Is Always Born Out Of Losing. Keep "Score" Of Your Trades! It Is The Only Way To Know Where You've Been & WhereYyou're Going. This Specific Sheet Is Responsible For My Trading. I Simply Started Tracking Each And Every Setup And Entry Pattern That Was In My Trading Plan. After A String Of 20 Trades For Each, I Would Evaluate It. If It Showed Promise, I Would Continue Another 20-String, And So On (Trying To Eliminate Any Errors Along The Way). Once You Accumulate Enough Data, You Will Have The Needed Confidence To Exploit That That Certain Setup, To Trade It Over And Over Again, As You Will Know Your Long Term "Expectancy" For That Setup.
If A Certain Setup Is Not Working As Desired, Evaluate It For Possible Errors (That You May Be Unknowingly Committing), Or Just Stop Trading It And Focus On Building More Trade "Frequency" On Another Setup That Is Providing Consistent Profits. A Huge Key To Making Money Is Finding A System With A Positive Expectancy And One That Provides Enough Trade Frequency To Realize Your Profit Goals. How Can You Do This Without Keeping TrackOf What Is Working, And What Isn't?
L3
SavantGarde: Average Wins Divided by Average Losses. A Figure Of 2 Means You Are Winning Twice The Amount You Are Losing On That Particular Strategy Or Setup. It Is The General Rule That You Will Need A Sharpe Ratio Of 1.5 Or Better At A 40% Win Ratio To Be In A Positive Situation. Usually A High Sharpe Comes At The Expense Of A High Winning Percentage, And Vice-Versa.
N3
SavantGarde: After Average Commission Costs Are Deducted From Gross Profit/Loss
O3
SavantGarde: How Much You Can Expect (On Average) To Make On Each Trade Going Forward Assuming Equal Performance Is Achieved. If This Column Is In Negative Territory After A String Of (20) Trades, Then Re-Evaluate This Part Of Your PlanFor Psychological And For Management Errors, Mistakes Etc.
To Be A Winner, One Must First Experience Being A Talented Looser. Winning Is Always Born Out Of Losing. Keep "Score" Of Your Trades! It Is The Only Way To Know Where You've Been & WhereYyou're Going. This Specific Sheet Is Responsible For My Trading. I Simply Started Tracking Each And Every Setup And Entry Pattern That Was In My Trading Plan. After A String Of 20 Trades For Each, I Would Evaluate It. If It Showed Promise, I Would Continue Another 20-String, And So On (Trying To Eliminate Any Errors Along The Way). Once You Accumulate Enough Data, You Will Have The Needed Confidence To Exploit That That Certain Setup, To Trade It Over And Over Again, As You Will Know Your Long Term "Expectancy" For That Setup.
If A Certain Setup Is Not Working As Desired, Evaluate It For Possible Errors (That You May Be Unknowingly Committing), Or Just Stop Trading It And Focus On Building More Trade "Frequency" On Another Setup That Is Providing Consistent Profits. A Huge Key To Making Money Is Finding A System With A Positive Expectancy And One That Provides Enough Trade Frequency To Realize Your Profit Goals. How Can You Do This Without Keeping TrackOf What Is Working, And What Isn't?
Notes
After A "String" Of Trades (No Less Than 20), You Will Need To Review Your Progress With That Individual (Trade Setup) And/Or (Entry Pattern). Do This With Each Completed String Until You Are Following Your Plan Consistently.
To Be A Winner, One Must First Experience Being A Talented Looser. Winning Is Always Born Out Of Losing. Keep "Score" Of Your Trades! It Is The Only Way To Know Where You've Been & WhereYyou're Going. This Specific Sheet Is Responsible For My Trading. I Simply Started Tracking Each And Every Setup And Entry Pattern That Was In My Trading Plan. After A String Of 20 Trades For Each, I Would Evaluate It. If It Showed Promise, I Would Continue Another 20-String, And So On (Trying To Eliminate Any Errors Along The Way). Once You Accumulate Enough Data, You Will Have The Needed Confidence To Exploit That That Certain Setup, To Trade It Over And Over Again, As You Will Know Your Long Term "Expectancy" For That Setup.
If A Certain Setup Is Not Working As Desired, Evaluate It For Possible Errors (That You May Be Unknowingly Committing), Or Just Stop Trading It And Focus On Building More Trade "Frequency" On Another Setup That Is Providing Consistent Profits. A Huge Key To Making Money Is Finding A System With A Positive Expectancy And One That Provides Enough Trade Frequency To Realize Your Profit Goals. How Can You Do This Without Keeping TrackOf What Is Working, And What Isn't?
To Be A Winner, One Must First Experience Being A Talented Looser. Winning Is Always Born Out Of Losing. Keep "Score" Of Your Trades! It Is The Only Way To Know Where You've Been & WhereYyou're Going. This Specific Sheet Is Responsible For My Trading. I Simply Started Tracking Each And Every Setup And Entry Pattern That Was In My Trading Plan. After A String Of 20 Trades For Each, I Would Evaluate It. If It Showed Promise, I Would Continue Another 20-String, And So On (Trying To Eliminate Any Errors Along The Way). Once You Accumulate Enough Data, You Will Have The Needed Confidence To Exploit That That Certain Setup, To Trade It Over And Over Again, As You Will Know Your Long Term "Expectancy" For That Setup.
If A Certain Setup Is Not Working As Desired, Evaluate It For Possible Errors (That You May Be Unknowingly Committing), Or Just Stop Trading It And Focus On Building More Trade "Frequency" On Another Setup That Is Providing Consistent Profits. A Huge Key To Making Money Is Finding A System With A Positive Expectancy And One That Provides Enough Trade Frequency To Realize Your Profit Goals. How Can You Do This Without Keeping TrackOf What Is Working, And What Isn't?
Starting Capital (Rs) Rs.400,000.00 * Each Time You Hit F9, It Will Give You Another 500-Trade Random Sample Of What You Could Expect (Performance Wise) Based On The
Risk (%) of Capital 1.00% Parameters You Entered. The Concept Is Based On Van Tharpe's Theory Of Position-Sizing. Basically, Every Time Your Account GrowsWinning (%) 45 (Or Draw Downs) You Risk The Same % Of Capital On Each Trade. I Believe That If You Do Not Know How To Properly Position Size EachSharpe ( R ) 2.05 And Every Trade, You Stand Little Chance To Succeed. It Is That Important! His Book Is Called, "Trading Your Way to Financial Freedom". Commission (Rs) Rs.20.00
Winning Trades 231Final Return Rs.2,874,346.35Drawdown 395,980 Peak Gain 2,874,346
* Each Time You Hit F9, It Will Give You Another 500-Trade Random Sample Of What You Could Expect (Performance Wise) Based On The
Parameters You Entered. The Concept Is Based On Van Tharpe's Theory Of Position-Sizing. Basically, Every Time Your Account Grows(Or Draw Downs) You Risk The Same % Of Capital On Each Trade. I Believe That If You Do Not Know How To Properly Position Size EachAnd Every Trade, You Stand Little Chance To Succeed. It Is That Important! His Book Is Called, "Trading Your Way to Financial Freedom".
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14
62
46
34
64
46
54
66
46
74
68
46
94
70
47
14
72
47
34
74
47
54
76
47
74
78
47
94
80
48
14
82
48
34
84
48
54
86
48
74
88
48
94
90
49
14
92
49
34
94
49
54
96
49
74
98
49
95
00
50
1
0
20000
40000
60000
80000
100000
120000
140000
160000
180000
200000
Capital Variations (Rs)
No. of Trades
* Each Time You Hit F9, It Will Give You Another 500-Trade Random Sample Of What You Could Expect (Performance Wise) Based On The
Parameters You Entered. The Concept Is Based On Van Tharpe's Theory Of Position-Sizing. Basically, Every Time Your Account Grows(Or Draw Downs) You Risk The Same % Of Capital On Each Trade. I Believe That If You Do Not Know How To Properly Position Size EachAnd Every Trade, You Stand Little Chance To Succeed. It Is That Important! His Book Is Called, "Trading Your Way to Financial Freedom".
1 2 3 4 5 6 7 8 91
01
11
21
31
41
51
61
71
81
92
02
12
22
32
42
52
62
72
82
93
03
13
23
33
43
53
63
73
83
94
04
14
24
34
44
54
64
74
84
95
05
15
25
35
45
55
65
75
85
96
06
16
26
36
46
56
66
76
86
97
07
17
27
37
47
57
67
77
87
98
08
18
28
38
48
58
68
78
88
99
09
19
29
39
49
59
69
79
89
91
00
10
11
02
10
31
04
10
51
06
10
71
08
10
91
10
11
11
12
11
31
14
11
51
16
11
71
18
11
91
20
12
11
22
12
31
24
12
51
26
12
71
28
12
91
30
13
11
32
13
31
34
13
51
36
13
71
38
13
91
40
14
11
42
14
31
44
14
51
46
14
71
48
14
91
50
15
11
52
15
31
54
15
51
56
15
71
58
15
91
60
16
11
62
16
31
64
16
51
66
16
71
68
16
91
70
17
11
72
17
31
74
17
51
76
17
71
78
17
91
80
18
11
82
18
31
84
18
51
86
18
71
88
18
91
90
19
11
92
19
31
94
19
51
96
19
71
98
19
92
00
20
12
02
20
32
04
20
52
06
20
72
08
20
92
10
21
12
12
21
32
14
21
52
16
21
72
18
21
92
20
22
12
22
22
32
24
22
52
26
22
72
28
22
92
30
23
12
32
23
32
34
23
52
36
23
72
38
23
92
40
24
12
42
24
32
44
24
52
46
24
72
48
24
92
50
25
12
52
25
32
54
25
52
56
25
72
58
25
92
60
26
12
62
26
32
64
26
52
66
26
72
68
26
92
70
27
12
72
27
32
74
27
52
76
27
72
78
27
92
80
28
12
82
28
32
84
28
52
86
28
72
88
28
92
90
29
12
92
29
32
94
29
52
96
29
72
98
29
93
00
30
13
02
30
33
04
30
53
06
30
73
08
30
93
10
31
13
12
31
33
14
31
53
16
31
73
18
31
93
20
32
13
22
32
33
24
32
53
26
32
73
28
32
93
30
33
13
32
33
33
34
33
53
36
33
73
38
33
93
40
34
13
42
34
33
44
34
53
46
34
73
48
34
93
50
35
13
52
35
33
54
35
53
56
35
73
58
35
93
60
36
13
62
36
33
64
36
53
66
36
73
68
36
93
70
37
13
72
37
33
74
37
53
76
37
73
78
37
93
80
38
13
82
38
33
84
38
53
86
38
73
88
38
93
90
39
13
92
39
33
94
39
53
96
39
73
98
39
94
00
40
14
02
40
34
04
40
54
06
40
74
08
40
94
10
41
14
12
41
34
14
41
54
16
41
74
18
41
94
20
42
14
22
42
34
24
42
54
26
42
74
28
42
94
30
43
14
32
43
34
34
43
54
36
43
74
38
43
94
40
44
14
42
44
34
44
44
54
46
44
74
48
44
94
50
45
14
52
45
34
54
45
54
56
45
74
58
45
94
60
46
14
62
46
34
64
46
54
66
46
74
68
46
94
70
47
14
72
47
34
74
47
54
76
47
74
78
47
94
80
48
14
82
48
34
84
48
54
86
48
74
88
48
94
90
49
14
92
49
34
94
49
54
96
49
74
98
49
95
00
50
1
0
20000
40000
60000
80000
100000
120000
140000
160000
180000
200000
Capital Variations (Rs)
No. of Trades
M O N T H L Y P E R F O R M A N C E T R A C K I N G 1) All GREY Shaded Boxes Need To Be Manually Calculated Each Month And Filled Out (Below)
2) All WHITE Boxes Use Formulas And Will Populate Automatically. Please Do Not Type In Them.
3)
4) Little Red Triangles In The Corner Of Various Boxes Give Instructions And/Or Explanations (Scroll Over Them)
Gross ò ò
MONTH P & L Expenses Yield Net P & L Avg Rs Win Avg Rs Loss2011 January Rs 0
February Rs 0
March Rs 0
April Rs 0
May Rs 0
June Rs 0
July Rs 0
August Rs 0
September Rs 0
October Rs 0
November Rs 0
December Rs 02012 January Rs 0
February Rs 0
March Rs 0
April Rs 0
May Rs 0
June Rs 0
July Rs 0
August Rs 0
September Rs 0
October Rs 0
November Rs 0
December Rs 0
TOTAL / AVG Rs 0 Rs 0 Rs 0 Rs 0 Rs 0 Rs 0
Use Minus ( - ) Sign For The Ttwo Columns With Red ò Arrows When Inputting Figures
SavantGarde: Average Wins (Divided) By Average Losses. The Higher The Ratio, Higher The Potential Profit As Long As Win % Is Not Too low. Eg. At 40% Wins, You Will Need A 1.5 Sharpe Ratio To Be In A Profitable Situation.
O9
SavantGarde: NEEDS COLUMN ( R ) TO BE INPUTED BEFORE IT CAN CALCULATE.
P9
SavantGarde: AVERAGE FOR THE MONTH. FORMULA EQUALS = AVG RISK AMOUNT ON ALL TRADES (DIVIDED) BY NUMBER OF TRADES FOR THE MONTH.
M34
SavantGarde: NEEDS ( G43 ) and ( H43 ) BEFORE THIS BOX CAN CALCULATE.
O34
SavantGarde: NEEDS (R43) TO BE INPUTED BEFORE THIS BOX CAN CALCULATE.
P34
SavantGarde: ADD ENTIRE COLUMN ( Q ), THEN DIVIDE BY NUMBER OF TOTAL MONTHS TRADED TO DATE.
* Trendline Is Average Of Each Prior (3) Trading Periods, And Can Be Changed By Right-Clicking On The Trend Line, Then Format, Then Type (tab), Then Type In Desired Moving Average.
Is To Keep You Humble, As Your Trading Plan Should State Just How Much You Are Able To Lose On Any Given Trade And/Or
Day. Keep Your Self HONEST And Use This Sheet To Log Pertinent Data Here To Prove To Yourself That You Are Following
Delete These Rows.
Yearly STATISTICS
& MILESTONES Notes ò
This Sheet Is Meant For Fun, But Also To Keep Tabs On Your Progress. The Green Section Is For Tracking Some Common
Goals That You May Have. (Just Type Over The Headings If You Wish To Replace Them With Others). The Peach Section
Your Plan. The Lime Coloured Section Is Miscellaneous Items That May Or May Not Be Important To You. If Not, Simply
B3
SavantGarde: Where ( R ) Is The Risk You Placed On The Trade. This Will Be Your R-Multiple. How Much Did You Make In Relation To Your R?
B8
SavantGarde: 10 TRADES OR MORE
B9
SavantGarde: 10 TRADES OR MORE
B12
SavantGarde: (2) Or More Trades
B15
SavantGarde: Where ( R ) Is The Risk You Placed On The Trade. This Will Be Your R-Multiple. How Much Did You Make In Relation To Your R?
B16
SavantGarde: Should Not Be More Than Your Original Risk Amount, Plus Any Slippage (If Occurred).
B17
SavantGarde: This Amount Should Not Be More Than What Your Trading Plan Allows For. YOU HAVE A TRADING PLAN, RIGHT?.....:)
B19
SavantGarde: Take Your Current Win % And Use The DRAWDOWN Worksheet
B20
SavantGarde: (2) Or More Trades
2013 2014 2015
Is To Keep You Humble, As Your Trading Plan Should State Just How Much You Are Able To Lose On Any Given Trade And/Or
Day. Keep Your Self HONEST And Use This Sheet To Log Pertinent Data Here To Prove To Yourself That You Are Following
Notes ò Notes ò Notes ò
This Sheet Is Meant For Fun, But Also To Keep Tabs On Your Progress. The Green Section Is For Tracking Some Common
Goals That You May Have. (Just Type Over The Headings If You Wish To Replace Them With Others). The Peach Section
Section Is Miscellaneous Items That May Or May Not Be Important To You. If Not, Simply
Notes ò
DAILY WORKSHEET Reward to Risk
Entry 1st FINAL # Price of
Date Stock Pattern ENTRY STOP ( R ) 1:1 2:1 TARGET TARGET Shares Entry Notes
Share Size Risk Amount Share Size Risk Amount
80 1.25 233 0.4383 1.20 238 0.42
87 1.15 244 0.41
91 1.10 250 0.40
95 1.05 256 0.39
100 1.00 263 0.38
105 0.95 270 0.37
111 0.90 278 0.36
118 0.85 286 0.35
125 0.80 294 0.34
133 0.75 303 0.33
143 0.70 313 0.32
154 0.65 323 0.31
156 0.64 333 0.30
159 0.63 345 0.29
161 0.62 357 0.28
164 0.61 370 0.27
167 0.60 385 0.26
169 0.59 400 0.25
172 0.58 417 0.24
175 0.57 435 0.23
179 0.56 455 0.22
182 0.55 476 0.21
185 0.54 500 0.20
189 0.53 526 0.19
192 0.52 556 0.18
196 0.51 588 0.17
200 0.50 625 0.16
204 0.49 667 0.15
208 0.48 714 0.14
213 0.47 769 0.13
217 0.46 833 0.12
222 0.45 909 0.11
227 0.44 1000 0.10
Rs 100 Risk Amount
D E M O N F I N D E RSIN #
1 2 3 4 5 6 7 8 9
FAUTLY CHART PATTERN
EXITED TOO SOON
EXITED TOO LATE
ENTERED TOO SOON
ENTERED TOO LATE
NOT IN TRADING PLAN
INCORRECT STOP PLACEMENT
WRONG SHARE SIZE
DIDN'T TAKE PLANNED TRADE
ê STOP TRADING ê
RULES:
* Place A Check-Mark In The Corresponding Box Each Time You Commit The Error.
* Determine Which Trading Error Is Outpacing The Rest; Kill That Demon As Quickly As Possible And Then Move On To The Next.
* If You Reach (10) Errors In Any Given Category; You May Have Some Serious Psychological Issues That Are Blocking Your Progress As A Consistently Profitable Trader. You Should Probably Think About Closing Your Trading Account If You Are Not Making Money By The Time The 10th Error Is Committed.
DEMONS ARE KILLED AFTER TAKING A TRADE (4) TIMES IN A ROW WITHOUT COMMITTING A SPECIFIC SIN
LEARN FROM YOUR ERRORS. IT IS THE ONLY WAY TO ACHIEVE SUCCESS
YOUR FUTURE PROFITABILITY IS COVERED UP BY YOUR PAST DEMONS
WIN % Rs Rs
60 45 0.55 0.45 7 5
Percentage Probability Of Seeing At Least (X) Consecutive Losing Trades Within A 50-Trade Period *ò 2 3 4 5 6 7 85% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%