DASHBOARD
Total return, win rate, open positions, dividend income — single view.
Track every trade. Know your edge.
Excel-based journal with auto-computed realized P&L, average cost basis, unrealized gains, dividends, and win rate. 100% local, no cloud.
Realized P&L
Avg Cost Basis
Dividends
Win Rate
Get the Excel file
Download the .xlsx, open in Excel/Google Sheets/LibreOffice. All formulas work offline.
Download TradeJournalPH.xlsxAlso available: Demo with sample data
Five integrated sheets
TRADES
Date, ticker, side, qty, price, fees. Auto-computes realized P&L per trade.
PORTFOLIO
Live positions: avg cost, holding qty, invested, market value, unrealized P&L.
DIVIDENDS
Ex-date, ticker, ₱/share, qty held. Gross, tax (10%), net auto-computed.
README
Instructions, formula legend, and demo watermark for verification.
Unlock PRO — ₱299 one-time
Multi-portfolio, tax-lot tracking (FIFO/LIFO), BIR 1707 capital gains report, and dividend calendar.
- Scan QR with GCash app
- Pay ₱299 (one-time, no subscription)
- Enter unlock code received via SMS/email
For PSE retail traders · Zinvent
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Magkita talaga ba sa stocks?
TradeJournalPH
Magkita talaga ba sa stocks?
Ang journal ang alam.
TradeJournalPH ang talaarawan ng PSE portfolio mo: bawat buy/sell ay kusang-compute ng realized P&L gamit ang average cost mo, may dividend tracker na may 10% tax, at isang DASHBOARD na sumasagot sa tanong na "kumita ba talaga ako?" — sa Excel o Google Sheets. Libreng demo sa baba.
✓ Auto realized P&L
✓ Average cost per ticker
✓ Dividends may 10% tax
✓ ₱149 one-time
Dashboard mo agad:
TOTAL INVESTED
₱6,015
MARKET VALUE
₱6,900
UNREALIZED P&L
₱885
REALIZED P&L
₱562
DIVIDENDS NET
₱90
WIN RATE
100%
I-log lang ang trades — lahat dito, kusang-compute.
Ano ang nasa loob
📒 TRADES
Buy/sell log. Ang bawat SELL ay kusang-compute ng realized P&L (presyo − average cost × qty − fees). Pula't berde agad ang kita o talo.
💼 PORTFOLIO
Per-ticker: bought qty, average cost kasama ang fees, hawak na shares, market value, at unrealized P&L. I-update lang ang market price.
💸 DIVIDENDS
Cash dividends per ex-date: gross, kusang 10% withholding tax, net. Ang tunay na kita ng dividend investor, hindi yung headline figure.
📊 DASHBOARD
Invested, market value, realized + unrealized + dividends = total return, at win rate ng sells. Ang numero na hindi tinatago ng feelings.
Demo muna, o full version na?
Libre ang demo (limited rows). Full: 250 rows + free updates.
Mga tanong
Gumagana ba sa Google Sheets?
Oo — upload sa Drive, open with Google Sheets. Lahat ng formulas at dropdowns gumagana.
Paano ang fees ng broker?
May fees column kada trade (buy ~0.25%, sell ~0.60% sa PSE defaults) — kasama sa average cost at P&L computation, kaya REAL ang kita na nakikita mo.
Subscribed ba ako?
Hindi. ₱149 one-time, sa'yo habambuhay ang file.
Ito ba ay financial advice?
Hindi — tracker ito, hindi recommendation. Ang ginagawa lang nito: accurate na tala ng sarili mong desisyon.
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