About Financial Tech Wiz Trading Journal
The
Financial Tech Wiz Trading Journal is a powerful performance-tracking platform designed to give traders full visibility into their strategy, risk, and consistency.
Unlike basic spreadsheets, the journal automates calculations, visualizes performance, and benchmarks your results against major market indexes. You can bulk import data from the
free Financial Tech Wiz Google Sheets trading journal, making the upgrade seamless for existing users.
The platform is built by active traders for active traders, with a focus on clarity, automation, and decision-quality analytics.
Key Features
Bulk Trade & Portfolio Import
Import daily net liquidity entries and full trade history directly from the free
Financial Tech Wiz Google Sheets trading journal template. No manual re-entry required.
Portfolio vs Benchmark Tracking
Compare your portfolio value against major indexes such as:
- S&P 500
- Nasdaq 100
- Russell 2000
- And more
See whether your strategy is truly outperforming the market over time.
Automated Trade Analytics
Every trade you log automatically calculates:
- Open P/L in dollars and percent
- Closed trade P/L
- Total P/L including open and closed trades
- Win rate
- Profit factor
- Reward-to-risk ratio
- Average win and average loss in dollars and percent
- Total number of trades, winners, and losers
- Average days in trade
No formulas. No guesswork.
Risk Management Insights
Understand risk across your entire portfolio with automatic calculations for:
- Risk level compared to portfolio size
- Total stop-loss risk in dollars and percent
- Total P/L impact if all stop losses are hit
- Total capital allocated to open trades
- Percent of portfolio allocated
Perfect for traders focused on capital preservation and consistency.
Visual Trade Charts
- Open trades are automatically charted with real-time open P/L and stop-loss levels
- Closed trades are displayed on a line chart showing P/L progression over time
These visuals make it easy to spot drawdowns, recoveries, and equity curve trends.
Portfolio Growth & Benchmark Charts
Daily net liquidity entries are charted and overlaid against benchmark indexes so you can clearly see how your performance stacks up against the broader market.
Trading Calendar & Performance Breakdown
Use the built-in trading calendar to:
- Review performance by day, week, month, or year
- See win rate for specific periods
- Track total profit or loss in dollars and percent
- Share clean performance graphics with others
This makes reviewing consistency and seasonality effortless.
Trade Notes & Journaling
Log detailed notes for each trade to capture:
- Entry rationale
- Exit decisions
- Emotional context
- Lessons learned
Perfect for refining your process over time.
Who Uses the Financial Tech Wiz Trading Journal?
The Financial Tech Wiz Trading Journal is built for:
- Active stock and options traders
- Swing traders and day traders
- Traders focused on risk management and performance metrics
- Anyone upgrading from spreadsheets to a professional-grade journal
If you care about improving consistency and decision-making, this tool is built for you.
Email:
info@financialtechwiz.comWebsite:
financialtechwiz.com
