Stock Watchlist & Trade Planner Spreadsheet
Plan every trade before the open: trigger, entry, stop, targets and size
Price: ₹249 (one-time purchase)
Format: ZIP (XLSX + PDF)
Delivery: Instant download after payment is confirmed.
Category: Trading Journals
Description
The best trades are planned before the open, not found in the middle of the session. This planner turns your watchlist into ready-to-execute plans, sizes each one from your risk rule and keeps your total open risk in check. A watchlist and trade planner for Excel and Google Sheets. Plan up to 200 ideas with triggers, entries, stops and targets, get size and reward : risk automatically, and see today's A-list and open risk. WHO IT'S FOR Swing and day traders in stocks, ETFs, futures, forex or crypto who want a written plan for every idea before the market opens. WHAT'S INSIDE • Watchlist & Trade Planner workbook, blank — Excel XLSX, 5 tabs (65 KB) • Sample workbook: 12 fictional ideas and a filled daily plan — Excel XLSX (67 KB) • Quick Start Guide — PDF, A4, 6 pages (947 KB) • README with contents, license and support — TXT HOW IT HELPS • Watchlist for 200 ideas: setup, direction, priority, status, trigger, entry, stop, two targets, catalyst and notes • Position size, risk amount and reward : risk to both targets calculated automatically • Checks for wrong-side stops and targets, low reward : risk and budgets too small for one unit • Plan Board with today's A-list, open risk on entered trades and counts by status and setup • Printable Daily Game Plan with if-then plans and a post-session review • Point value column for futures, forex and other multipliers HOW TO USE 1. Download and unzip the file. 2. Open Watchlist-Trade-Planner-Blank.xlsx in Excel, or upload it to Google Drive and choose File > Save as Google Sheets. 3. On Settings, enter your balance and risk rules. 4. Add ideas to the Watchlist and update their status as the market moves. 5. Check the Plan Board and fill in the Daily Plan before each session. COMPATIBILITY Microsoft Excel 2019 or newer (including Microsoft 365), Google Sheets and LibreOffice Calc. No macros or add-ins. GOOD TO KNOW You enter all prices yourself; the planner does not fetch market data. Educational planning tool only, not financial advice. Sample data is fictional. LICENSE Personal use. You may edit the files for your own records but not resell, share or redistribute them.
What's included
- Watchlist & Trade Planner workbook, blank — Excel XLSX, 5 tabs (65 KB)
- Sample workbook: 12 fictional ideas and a filled daily plan — Excel XLSX (67 KB)
- Quick Start Guide — PDF, A4, 6 pages (947 KB)
- README with contents, license and support — TXT
- Single ZIP download (762 KB)
Frequently asked questions
Does it pull live prices?
No. It is a planning sheet: you type your levels. That keeps it fast, private and free of data subscriptions.
How is size calculated?
Balance × risk % ÷ (distance from entry to stop × point value), rounded down to whole units (crypto to 0.0001).
What is the A-list?
Ideas you marked priority A that are still Watching. They appear on the Plan Board in list order.
Can I use it for futures or forex?
Yes. Enter the point value (contract multiplier or units) so size and risk are correct.
Does it work in Google Sheets?
Yes. Upload the .xlsx to Google Drive and save it as a Google Sheets file.
Can I share it?
No. The license is for personal use only.
Tags: stock watchlist template, trade planner, trading plan spreadsheet, watchlist spreadsheet, swing trading planner, day trading planner, position size, risk reward calculator, trading journal excel, trading journal google sheets