In this section I will discuss about how to setup your currency, date format, profit goal, hide total, notifications, strategies, exchanges, labels, sharing options and theme.
Edit Currency #
Since we don’t all live in the same place we had to let people choose their own currency. You can easily change it by going to the top menu under Trading Journal > Settings > Change Currency. Once you click on yours just wait for the message to appears telling you that its completed.
Edit Date Format #
You can change the Date Format by going to the top menu under Trading Journal > Settings > Edit Date Format. Once you click on yours just wait for the message to appears telling you that its completed.
Then select from the Drop Down your Date Format.
Profit Goal #
You can add a Profit Goal by going to the top menu under Trading Journal > Settings > Edit Profit Goal.
You can then set your profit goal by entering your goal amount in cell I7.
Hide Total #
If you don’t want to display your total amount on all the dashboard you can hide them by going to the top menu under Trading Journal > Settings > Hide Total.
You can then select “Yes” to hide your total in all dashboards.
Edit Notifications #
If you want to receive a daily email with your PnL or getting an email alert from the Watchlist then by go to the top menu under Trading Journal > Settings > Edit Notifications.
If you wish to get notified then you will first need to enter an email to receive the notification. You will received the email from the google account you have connected the spreadsheet with.
If you want to receive a daily email with:
- Your Profit and Losses for the year, month and day for all your assets (stock, crypto, stock)
- Your current portfolio for all your assets (stock, crypto, stock)
Then select “Yes” under “Send a daily email with your PnL”
If you want to receive an email alert when stock or crypto you are watching is getting close to your alert price then select “Yes” under “Send email alert from the Watchlist”.
Edit Sharing #
If you want to share your trades with the public then by go to the top menu under Trading Journal > Settings > Edit Sharing.
If you want to share your trades but only want to share your PnL % and keep the dollar amount private then follow the steps below:
1- Make a copy of the following spreadsheet.
2- Enter the URL of the copied version of the spreadsheet into the “Your Public URL” cell.
You can add a profile name and twitter handle in the other cell but its not mandatory.
Now you are ready to share your trades. To do that you need to go to the Crypto, Stock or Option dashboard.
Now scroll over the column AJ and you will a drop down allowing you to share that trade. Once you select “Yes” you will get a popup message telling you its in the process of copying that trade into “Your Public URL”. Once completed it will give you another popup message confirming it was successful.
Once completed you can visit “Your Public URL” and you will see you trade appear under the dashboard you have selected. As you can see it only shares your PnL in % keeping your PnL in $ private.
You can also share your portfolio going to the top menu under Trading Journal > Portfolio.
Then select “Yes” from the drop-down next to Make Public. You portfolio will then appear in “Your Public URL”
Change Theme Color #
If you want to change the theme color of all the sheets then by go to the top menu under Trading Journal > Change Theme Color.
Once you click on any choice you will get notified once completed via a popup message.
Manage Strategies #
You can your own trading strategies to your trades by going to the top menu under Trading Journal > Settings > Manage Strategies.
Just replace “Add Strategy” with your own. Make it Default if you want them to appear automatically when you enter a trade. Select “No” if you don’t want to them to appear in your dropdown list in your trading journal. You can use the “Enter Description” cell to enter any pertinant information about your strategy.
Manage Exchanges #
You can your own exchanges to your trades by going to the top menu under Trading Journal > Settings > Manage Exchanges.
Select from Crypto, stock and options exchanges you want to manage and then replace “Add Exchange” with your own. Make it Default if you want them to appear automatically when you enter a trade. Select “No” if you don’t want to them to appear in your dropdown list in your trading journal.
Manage Labels #
You can manage all the labels on the spreadsheet by going to the top menu under Trading Journal > Settings > Manage Labels.
Once you update a label it will update every other occurrence of the label. If you add a new label then use the following formula to apply it: =Labels!A15 Simply replace the number with the row number from the “Labels” sheet.
