You can manage swing trading records using a manual-entry spreadsheet, which we do and prefer using CSV files from brokerage accounts. The spreadsheet is designed to track stock purchases and sales, calculate profits, and analyze trading performance.
Spreadsheet Structure
- Manual Entry Sheet:
- Left side: Purchases (date, symbol, company name, shares, price, total cost, fees, commitment).
- Right side: Sales (date, symbol, shares sold, sale price, total revenue, fees, proceeds).
- Calculates profit and profit rate (profit ÷ total cost).
- Includes columns to extract month, week, and year from dates for reporting.
- Reporting Sheets:
- Pulls daily, weekly, and monthly summaries of:
- Purchases
- Sales
- Profits
- Trades
- Tracks return on investment (ROI) and dividends manually.
- Pulls daily, weekly, and monthly summaries of:
Data Sources
- Data can be manually entered or pulled from:
- Transaction history (CSV format) from brokerage accounts.
- Monthly statements or tax forms (PDF or CSV).
Trading Strategy Insights
- Manual entry allows better tracking of individual trades and performance.
- Each trade is recorded on a single line for clarity.
- Reports help evaluate how well the swing trading strategy is working.
Example Trades
- Detailed examples of trades (e.g., GD and AJG stocks) show how purchases and sales are recorded and analyzed.
- Profit and ROI are calculated based on actual sale vs. purchase prices.
Chart Analysis
- Three stocks (APH, ATO, AZO) are analyzed using charting tools.
- Based on current price positions relative to desired entry points, none are considered buys on October 3, 2025.
Swing trading spreadsheet setup-How to record stock purchases and sales
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