Trades
Trading
Trading plan and rules, a monthly trade log and a weekly review.
- Trading Plan & Rules1 page
- Trade Logevery month
- Weekly Trading Reviewevery week
Money & health
Trading Journal 2027 to review every trade honestly
A trading journal template with a trading plan and rules, a monthly trade log (entry, exit, size, P/L, setup and emotion), a weekly review, a budget and goals.
A trading journal with a trading plan and rules page, a trade log for every month (date, ticker, long or short, entry, exit, size, P/L, setup and emotion), a weekly review of best and worst trades and broken rules, a budget, goal pages and monthly reviews.
- 195 linked pages in the sample
- Free preview before you pay
- $12 once, or unlimited on Pro
Real pages from this trading journal
Rendered by the same engine that builds yours, in the Classic Navy theme for iPad portrait.
What's inside
The pages, section by section.
Each section gets its own side tab. You can switch any of them off, or add sections from other planners, in the builder.
Money
Budget
Monthly budget, expense log and bill tracker.
- Monthly Budgetevery month
- Expense Logevery month
- Bill Trackerevery month
Goals
Goals
Goal planners, vision board and reviews.
- Vision Board1 page
- Goal Planner4 pages
- Quarterly Reset4 pages
- Year in Review1 page
Review
Monthly Reviews
A reflection page at the end of each month.
- Monthly Reviewevery month
Plus the linked calendar every planner has
Cover and contents · 2 pages
A cover with your name and a linked contents page that every tab returns to.
Year overview · 1 page
The whole year on one page. Tap any date to open it.
Year goals · 1 page
Your goals and their milestones in one place, filled in by the AI if you use it.
Monthly calendars · every month
A month grid with a focus list and notes. Every date links to its day or week.
Weekly pages · every week
One page per week with your weekly goal actions and priorities.
Notes · 20 pages
Lined, dotted, grid or blank pages. You choose how many, up to 100.
The sample above comes to 195 pages over 12 months. Yours changes with the months, sections and notes pages you choose.
Who it's for
Who reaches for this one
- Day traders and swing traders
- Forex, futures and crypto traders
- New traders building a process
AI goal planning
Goals people plan with it
Type a goal like one of these and the AI breaks it into a milestone for each month and a small action for each week, then prints them on your month and week pages. You read and edit every line before you download.
Your goal
Follow my rules on every trade for a month
12 monthly milestonesWeekly actionsA motto each monthYour goal
Log every trade the same day
12 monthly milestonesWeekly actionsA motto each monthYour goal
Cut losing trades at my stop every time
12 monthly milestonesWeekly actionsA motto each month
Guide
How to use a trading journal
A trading journal turns a run of wins and losses into something you can learn from. Writing down why you took a trade, how you felt and whether you followed your rules shows the habits behind your results. It's a record-keeping tool, not financial advice.
Write your plan first
Fill in the trading plan: markets, timeframes, risk per trade, the setups you take and the rules you won't break.
Log every trade
The monthly trade log has date, ticker, long or short, entry, exit, size, P/L, setup and how you felt.
Check the rules before entering
The 'before every trade' checklist covers setup, stop loss, position size and revenge trading.
Review every week
The weekly review asks for trades taken, win rate, net P/L, best and worst trade, rules broken and one change for next week.
Look at the month
Monthly reviews and goal pages show whether you're trading your plan, not just whether you made money.
What to include in a trading journal
A trading journal template should make honest review easy. This one includes:
Calendar
Weekly and monthly pages
Dated month calendars and a weekly page for each week, for earnings dates, economic releases and days you plan not to trade. No daily pages.
Trades
Trading
A trading plan and rules page with a pre-trade checklist, a trade log for every month and a weekly trading review.
- Trading Plan & Rules · 1 page
- Trade Log · every month
- Weekly Trading Review · every week
Money
Budget
A monthly budget, expense log and bill tracker, so trading capital stays separate from the money you live on.
- Monthly Budget · every month
- Expense Log · every month
- Bill Tracker · every month
Goals
Goals
A vision board, goal planners, quarterly reviews and a year in review.
- Vision Board · 1 page
- Goal Planner · 4 pages
- Quarterly Reset · 4 pages
- Year in Review · 1 page
Review
Monthly Reviews
A monthly review page for what worked, what didn't and what to change.
- Monthly Review · every month
Every section can be switched off in the builder, and sections from other planners can be added.
Digital vs printable trading journal
A digital trading journal sits beside your charts on a tablet, and you can paste screenshots of entries and exits onto the review pages.
Printed, the rules page is worth keeping at your desk where you'll see it before every trade.
- Digital sizes
- iPad portrait, iPad landscape, Android portrait, Android landscape, E-ink
- Printable sizes
- A5 print, A4 print, Letter print, Half letter
An example week in a trading journal
One goal, followed through a single week. The milestone and weekly actions are the kind of lines the AI goal step writes onto your month and week pages; the daily notes are what you add by hand.
Goal
Follow my rules on every trade for a month
Milestone for February
A full week with no broken rules
This week's actions
- Run the checklist before every entry
- Log trades the same day
- Weekly review on Friday
- MondayTwo trades, both on plan. One stopped out, one hit target.
- TuesdayNo setups. Didn't trade, which counts as following the rules.
- WednesdayFelt the urge to win back Monday's loss. Checklist stopped me.
- ThursdayOne trade, sized correctly. Logged the emotion as calm.
- FridayWeekly review: 4 trades, rules followed on all of them.
Formats
Download it for your device.
Every format is included in the price. Switch between them and download again whenever you like.
iPad — Portrait
GoodNotes, Notability, Noteshelf, Xodo, Collanote, ZoomNotes
iPad — Landscape
GoodNotes, Notability, Noteshelf, Xodo
Android tablet — Portrait
Samsung Notes, Penly, Flexcil, Xodo, Noteshelf
Android tablet — Landscape
Samsung Notes, Penly, Flexcil, Xodo
E-ink tablet
reMarkable, Kindle Scribe, Boox, Supernote
Printable — A5
Print at home or at a print shop, fits A5 binders
Printable — A4
Print at home on standard A4 paper
Printable — US Letter
Print at home on US Letter paper
Printable — Half Letter
Fits Happy Planner classic and half-letter discs
Theme
Starts in this look.
Classic Navy
Crisp white, deep navy and gold. Professional and timeless.
Prefer something else? Pick from 13 themes, including dark mode and an e-ink theme, and change the accent colour.
See all themesIs it financial advice?
No. It's a journal for recording and reviewing your own trades. Trading carries risk of loss; make your own decisions or speak to a licensed adviser.
Does it calculate P/L or win rate?
No. You write the numbers in. The weekly review has fields for number of trades, win rate and net P/L, which most brokers show in their reports.
Is there a free trading journal?
You can build this trading journal and flip through every page in your browser for free, with a watermark. The tabs and links work in the preview, so you can check the layout before you pay. The clean PDF is $12 once, or included in Pro at $49 a year for unlimited planners. There is no free download of the full planner.
Does it work with GoodNotes, Notability, Samsung Notes and e-ink tablets?
Yes. Download the iPad size for GoodNotes, Notability, Noteshelf, Xodo, Collanote or ZoomNotes; the Android size for Samsung Notes, Penly, Flexcil or Xodo; or the E-ink size for reMarkable, Kindle Scribe, Boox and Supernote. The links work in any app that follows PDF links, usually in read mode rather than pen mode. Every size is included in the price.
Can I print the trading journal?
Yes. Choose A5, A4, US Letter or Half Letter in the builder for a printable PDF with a wider inner margin for hole punching. Printable and digital sizes come with the same purchase, so you can use the trading journal on a tablet and print the pages you want on paper.
Is the trading journal dated or undated?
Dated by default, starting in January 2027. You can pick any start month and year (including this month), a length from 3 months to 5 years, and Monday or Sunday weeks. Or switch to undated and write the dates in yourself, so a skipped week isn't wasted.
Does the AI fill in the trading journal for me?
Only the goal parts, and only if you want it to. Type up to six goals and the AI writes a milestone for each month and a short action for each week onto your month and week pages, plus a motto for each month. You can edit every line before you download. Everything else, from the calendar pages to the trackers, is yours to fill in by hand. You can try it 3 times a day without an account.
How many pages is the trading journal?
With the default settings it comes to about 214 pages. That includes 12 month pages, 53 weekly pages, the Trading, Budget, Goals and Monthly Reviews pages and 20 notes pages. Switching off sections makes it shorter, and the builder shows the total as you change things.
Make it yours in about a minute.
Set your dates, device and goals, flip through the preview free, and pay only when it's right.
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