Personal Stock Manager Plan



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Available premium file formats:

Microsoft Spreadsheet (.xlsx)
  • This Document Has Been Certified by a Professional
  • 100% customizable
  • This is a digital download (471.81 kB)
  • Language: English
  • You will receive a link to download the file as soon as your payment goes through.
  • We recommend downloading this file onto your computer.



How to manage your stock portfolio, trades, and profits? Download this stock-trading plan spreadsheet template now to make sure you follow your portfolio closely and make a profitable exit strategy.

A good trading plan keeps track of daily changes in your portfolio and registers the profits and losses you have made. Since many exchange wallets, don't provide specific progress reports on the profits you made (in fiat), this journal will help you out making a monthly overview.

This plan provides a clear and straightforward way to manage your Stock trading. The better you get insight, the more you will benefit from it. However, there is no need to start from scratch, and this sample trading plan provides the right tools to put all your thoughts on paper in a structured way. This Stock Trading Plan template contains relevant content in easy Excel formatting to enable you to make the perfect trading strategy. 

This premium Personal Stock trading plan includes the following:

  • Profit Planning;
  • Strategy Trading Plan;
  • Lessons Learned;
  • Stocks Trading Journal;
  • Price Trading Patterns (reversal and continuation);
  • Wall Street Cheatsheet explains the psychology of a market cycle.

Common mistakes by stock day trading newbies:

  • Not making a profit & crypto trading plan with feasible goals and exit strategy;
  • Start using your own trading directly with real money;
  • Not necessarily blunt follow a successful trader, that is not the easiest way;
  • Don't invest all your money at once in the beginning;
  • Study the market and stock.

Don't invest all your money at once in the beginning without making proper planning. Our private document templates are regularly screened by professionals, in this case, it's created by day traders with expertise in the field. If you are looking for a way into crypto, this ready-made template can help you to save time and focus on the topics that really matter!

Using this Stock and Securities Trading plan provides an easy way to save time and effort! It comes in Microsoft Office format and is ready to be tailored to your personal needs. Completing your plan has never been easier!

Download this Stock Trading Journal template now for your own benefit!




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Nothing on this site shall be considered legal advice and no attorney-client relationship is established.


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