Macro-Enabled Trading Journal Dashboard

Замовник: AI | Опубліковано: 21.03.2026

I want a polished, macro-enabled Excel workbook that lets me log, analyse and visualise every trade I take in Crypto, Stocks, and Futures & Options—all from one file. Accuracy and speed matter, so most number-crunching must run through well-structured VBA rather than manual formulas. What I need the workbook to cover • Trade Logging sheet that captures order details, market, strategy tag and quick psychology notes • Automated calculations for Profit & Loss, overall Win/Loss Ratio, per-strategy Win/Loss Ratio and average trade duration • Dynamic dashboard on the main tab using pie charts, bar charts and line graphs to show key metrics at a glance • Strategy performance section that slices results by strategy tag for deeper insight • Trading-psychology tracker that pulls my notes into simple sentiment stats I can review later • Risk-management calculator that auto-fills position size, risk per trade and portfolio exposure • Auto-generated monthly and yearly summaries with printable reports • Clean UI with buttons or drop-downs, plus VBA macros to import trade data, refresh dashboards and clear forms Acceptance criteria The file must open without security warnings, run on Excel 2016+, and perform all macros in under five seconds on a 2 000-trade data set. Charts should update instantly after I press a single “Refresh” button. Formulas, code and ranges need to be clearly documented inside the workbook so I can tweak them later. If this sounds like a build you can complete quickly and cleanly, let’s talk timing and milestones.