Project File Link: Google Sheets(Drive Link): https://docs.google.com/spreadsheets/d/1Estpu8htCD99sykvExygWvfLdvgF83LG_avw2gmIdcQ/edit?usp=sharing
🧾 Project Overview This project is a dynamic stock trading analysis dashboard built using Google Sheets. It is designed for individual traders to analyze, monitor, and learn from their trading performance over time. The dashboard connects to a trading journal where trades are logged and automatically updates to reflect new entries—providing real-time insights into performance, risk, patterns, and behaviors.
✅ Objective The aim of this project was to create a comprehensive, automated trading dashboard for a trader who logs trades regularly. The solution includes charts, metrics, and summaries that support performance review and self-improvement—without using pivot tables and ensuring dynamic updates.
📂 Features Included
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📈 Capital Growth Tracking A dynamic line chart showing growth of trading capital over time based on profits/losses.
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💰 Profit/Loss Metrics Last Trade’s Profit/Loss
Last Week’s Profit/Loss
Last Month’s Profit/Loss
Displayed as dynamic cards for at-a-glance updates.
- 📊 Average P/L Calculations Average Monthly Profit/Loss
Average Weekly Profit/Loss
Average Daily Profit/Loss Based on the time period covered in the journal.
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🔁 Profit vs. Loss Analysis Separate chart for average winning trades vs. average losing trades.
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📉 Position-Based Analysis Long vs. Short trades total Profit/Loss chart.
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⏱️ Session-Based Insights Total P/L categorized by trading sessions (e.g., London, New York).
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🧠 Setup-Based Performance Charts showing P/L grouped by trading setups.
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📆 Month-wise & Weekday-wise Analysis Profit/Loss summarized:
By Month (e.g., Mar-2024, Apr-2024)
By Weekday (e.g., Monday, Tuesday)
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🍩 Win/Loss Rate A doughnut chart showing percentage of profitable vs. losing trades.
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📐 R-Multiple Calculation R-Multiple = P/L ÷ Initial Risk, calculated per trade.
Includes:
Average R-Multiple (All Time, Last Week, Last Month)
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⏳ Trade Duration Insights Max, Min, and Average duration between entry and exit for trades.
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💸 Commission Tracking Commission:
Total
Last Week
Last Month
Month-wise
- 📊 Streak Analysis Longest Winning Streak
Longest Losing Streak
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⚠️ Repeated Mistakes A bar chart of the Top 10 most frequently repeated mistakes. -
🧠 Learning Review Latest 10 learnings noted from trades for personal development.
📂 Tech Stack Google Sheets (Functions, Dynamic Ranges, Charts, Conditional Formatting)
Formulas Used:
FILTER, SORT, UNIQUE, QUERY, ARRAYFORMULA, EOMONTH, WEEKDAY, TEXT, MAX, MIN, AVERAGE, COUNTIF, IF, IFS, LARGE, INDEX, etc.
📌 Notes The dashboard is completely dynamic and auto-updates as new trades are added.
Does not use pivot tables, ensuring compatibility and flexibility.
Optimized for real-time decision making and performance reflection.
🔗 How to Use Add new trades in the "Trade Journal" section of the sheet.
The dashboard and all visuals update automatically.
Review your metrics, trends, and performance instantly.
👨🎓 Project Purpose This project was built as part of a practical assignment to simulate real-world trading performance analysis using spreadsheet tools. It demonstrates how data-driven dashboards can help traders become more consistent and self-aware in their strategies.
