You will get Excel Reporting for Performance Tracking & Trading Journals.


Project details
I bring a unique blend of financial expertise and technical skills to this project, offering you a highly customized Profit & Loss tracking solution specifically designed for Futures & Options (F&O) trading. Unlike generic templates, my Excel sheet is tailored to your specific trading needs, featuring automated calculations, real-time data entry, and intuitive data visualization tools like dashboards and charts. I focus on accuracy, efficiency, and ease of use, ensuring you can track your trades and performance effortlessly. With years of hands-on experience in financial analysis and Excel-based solutions, I provide a seamless, user-friendly system that not only tracks your P&L but also helps you make data-driven decisions for future trades.
Data Entry Type
Copy Paste, Document Conversion, Error Detection, Online ResearchData Entry Tool
Google Docs, Google Sheets, Microsoft Excel, Microsoft Office, Microsoft WordWhat's included
| Service Tiers |
Starter
$10
|
Standard
$30
|
Advanced
$50
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 0 | 2 | 3 |
Formatting & Clean Up | |||
Graph & Table Creation |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$10 - $30
Additional Revision
+$15
Additional Hour of Work
+$30Frequently asked questions
About Girish
Excel Specialist for Trading Journals and Market Analysis
Kumta, India - 6:51 pm local time
What I Offer:
Trading Journal Setup & Management: I help traders manage their portfolios by setting up comprehensive trading journals in Excel, tracking key metrics such as profit/loss, brokerage, and total returns.
Market Analysis: Leveraging my experience in Futures and Options (F&O), I analyze market trends, identify trading opportunities, and create actionable insights for optimized decision-making.
Excel Expertise: I create and maintain Excel spreadsheets with custom formulas, pivot tables, and dashboards to track trading performance, manage data, and provide clear visual representations of market data.
Profit & Loss Reporting: I offer detailed P&L tracking for traders, making it easy to analyze trading performance and identify areas of improvement.
Custom Data Solutions: Whether you need to automate trading calculations, track multiple portfolios, or simply improve your data management processes, I provide tailored solutions.
Why Work With Me?
Attention to Detail: I ensure that your trading records are accurate, up-to-date, and properly reconciled.
Problem-Solving Approach: I am dedicated to resolving discrepancies and optimizing workflows to enhance trading strategies.
Experience: With over 2 years of trading experience, I understand the nuances of the market and can provide insights that align with your trading goals.
Let’s work together to streamline your trading operations and maximize your returns. If you're looking for an expert to manage your trading data, provide detailed reports, or analyze your trading strategies, feel free to reach out!
Steps for completing your project
After purchasing the project, send requirements so Girish can start the project.
Delivery time starts when Girish receives requirements from you.
Girish works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Consultation & Data Gathering
Once we agree to move forward, I will review the sample trading data you provide (Buy/Sell values, quantities, brokerage, etc.) and any specific requirements or custom features you need in the Excel sheet.