Spreadsheet Instructions
1. Open Trades
Enter the data from my Lifestyle Trader Software into columns A,D,E, G, H & L. DO NOT change any of the other columns or you’ll corrupt the calculations! Check with your Broker for current Margin rates as they can fluctuate from time to time.
2. Closed Trades
When you close a trade, you delete it from the “Open Trades” section and enter the data into the “Closed Trades” section. We want to keep the latest closed trade to the top to save having to continuously scroll down the spreadsheet so all you need to do is follow these 3 steps:
Step 1: Highlight row 11 by clicking on the number “11” on the far left of the page.
Step 2: Select “Edit” from the menu bar and then scroll down to “Copy” (A shortcut to do this is to hold the Ctrl button down while simultaneously clicking on the “C” button on your keyboard).
Step 3: Right click on cell A11 and click on “Insert Copied Cells”.
Step 4: Enter the new data in columns A thru G. This will now keep a running tally of your trades and calculate your “Trade Stats
3.Trade Stats
This is where you can analyse all of your closed trades. To add a new month just select row 51 and right click the mouse and “copy”. Then right click again and “insert copied cells”.
4. Profit Lookups
This is the brain of the spreadsheet. DO NOT change anything within this section!