Let customers speak for us
from 22 reviewsGreat way to keep track on your trading. I love that have for option, future and stock. Great job Luis!
Very nice way to track trades!
Excellent product. I’ve been looking for a trading journal that will meet my needs and this is exactly it. Luis is very responsive and is able to answer my questions and address any changes i need. If you are looking for a spreadsheet that can help you track your trading and your progress, this is it!!
Very helpful trading journal and even better customer service. Luis was very responsive and accommodating.
Exactly what I needed. This has everything and more to help analyze your trades and performance. Accountability and disciple are key, and this is a great step.
Great journal! Keep in mind it is for stock market and not really suitable for crypto. Other then that, it’s great!
Really helpful. Grateful you made this!
I love this journaling spreadsheet! I’ve been using it about a week, maybe a bit more and it has exceeded all my expectations. When I had a question, Luis promptly replied and totally helped me out! He uses this journal every day also - he truly believes in his own product and it shows. It’s high quality, looks professional, easy to use, and the video tutorial was a big help for a spreadsheet no use like myself… thank you so much for this journal/log!! I’m VERY pleased and highly recommend!!
Easy to set up for myself. Instructions were clear and the design was very easy to read
Perfect for tracking it works good.
Great template for tracking trades. The accompanying video explaining how to use it was excellent.
Looking for a quick trading log book? This is the one! Saves hours (especially if you’re not a spreadsheet master). All done and ready to go – thanks Luis, you’ve created a brilliant product! Lin UK
Good product. Exactly just what I need.
good spread sheet helps a lot
Trading With Lu
Disciplined Portfolio and Investment Planner
Disciplined Portfolio and Investment Planner
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📊 Plan with Clarity
Take control of your investments with a simple, disciplined system. Track contributions, visualize allocations, and get an instant portfolio snapshot — all in one view.
✅ Total portfolio dashboard
✅ Allocation chart by ETF or asset class
✅ System-level performance & macro view
🧮 Log Trades Automatically
Every share, price, and value — organized and calculated. No more guessing where your money’s going.
✅ Purchase log by ticker, date, share amount
✅ % allocations updated in real time
✅ Clean, editable format for full control
🎯 Stay Allocated and Rebalance Easily
Compare target vs. actual allocations. See what’s off, what’s performing, and where to rebalance.
✅ Automatic inputs across tickers
✅ Rebalance signals built-in
✅ Unrealized P/L calculated per position
📈 Monitor Performance Over Time
Track your ETF performance with a clean line chart and clear reference points.
✅ Visualize trends
✅ Stay emotionally grounded
✅ See your growth without the noise
🔮 Plan Your Retirement — Your Way
Forecast your future with a built-in retirement calculator powered by your real inputs. No generic assumptions — just your plan, modeled out.
✅ Monte Carlo simulation
✅ Contribution sliders + expected returns
✅ 10th–90th percentile projections
✅ See where you're headed — and how to adjust
🔷 What's Included:
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Instant Google Sheets access
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Fully editable & customizable
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Easy onboarding walkthrough
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Lifetime access + future updates
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Lu has a great understanding of the market. The Disciplined trader toolkit has been a great way to organize data to build a plan and consistency.
FAQs
How do I access my digital download after purchase?
After payment is confirmed, your files are available immediately.
You'll receive an email with a link to the Google Sheets Template.
I can’t access the journal — it says “Request access.” What do I do?
This is normal and an easy fix 👍
If your journal opens in view-only mode, you need to make your own copy:
- Open the file
- Click File → Make a copy
- Save it to your own Google Drive
⚠️ Do not request access — access is intentionally disabled so everyone works from their own private copy.
Once copied, you’ll have full editing access.
Do I need a Google account to use these journals?
Yes.
Most tools are built in Google Sheets, which requires a free Google account to edit and save your copy.
Are these instant downloads or physical products?
All items in this shop are digital downloads unless clearly stated otherwise.
No physical item will be shipped.
Can I use these journals on my phone or tablet?
Yes — but for the best experience, I recommend using a desktop or laptop.
Some features (formulas, layouts, navigation) work best on larger screens.