First off thanks for creating this amazing spreadsheet and incredibly useful forum. I honestly didn't think it was possible to find a civil and helpful trading forum.

As a someone who trades options and stocks, I'd like to suggest that the commission field needs to be handled differently. Typically options are priced at a base rate plus a per options cost. Same thing for stocks in my Thinkorswim account.

The way I do it in my spreadsheet is to add a "commission" cost per trade and enter it manually with each trade.

First off thanks for creating this amazing spreadsheet and incredibly useful forum. I honestly didn't think it was possible to find a civil and helpful trading forum.

As a someone who trades options and stocks, I'd like to suggest that the commission field needs to be handled differently. Typically options are priced at a base rate plus a per options cost. Same thing for stocks in my Thinkorswim account.

The way I do it in my spreadsheet is to add a "commission" cost per trade and enter it manually with each trade.

I started playing around with it, but it would be helpful if you could provide example calculations, so i get the calculation steps 100% right.

Thanks,

vvhg

For options it is: $2.95 base + $0.75 per contract then times 2 for opening and closing.

For stocks it is: .015 cents per share, with a $5 per "leg" minimum, with a $9.95 maximum.

I say "per leg" because I have 1 or 2 exits, so my trades have 2 or 3 "legs" therefore a per trade commissions can range from $10 to $29.85 and almost anything in between.

now the user can chose to use auto calculation or manual entry for each instrument.

Can you explain how to use manual entry of the commissions on the instrument tab? All I can see is that it accepts a % as a round trip value.

Thank you,

Jon

Great journal... I do have one suggestion. I like to take screenshots of my entries and exits. It would be nice to have 3 or so columns where you could put links (either to files or web pages) so you could easily view your screenshots of the trade. Really all that would have to be done is to add the columns and then let the user insert the link.

Just an idea... but still very nice work.

Would it be perhaps a good idea to use the thoughts column for that? If you don't paste the link into the cell but insert a hyperlink via excel menu the cell will act like a link so that you could still write sth else into the cell. Of course this would only do good for one link, not three, but perhaps it would be a solution to keep lets say three screenshots at the same location. Btw, have you looked at onenote, it seems to be quite well suited for what you want to do.

Vvhg

P.S. I don't want to add a column as this causes huge issues with the migration tool...


Sent from my iPad using Tapatalk HD

I had finally some time to update the importer.
The main new feature I added is the ability to import also the trades made by ATM strategy.
I refactored the way the trades are grouped: now I group the trades based on the entry time. Whenever there is a trade with same entry time it is added as another car.

So the program should now meaningfully group the trades from strategies and manual trading alike.

It exports to an older version of journal (still probably some link problem in V4). But there is a workaround: save to a new file and then import from the journal v 4:-)