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Trading With Lu

Disciplined Portfolio and Investment Planner

Disciplined Portfolio and Investment Planner

📊 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:

  • Instant Google Sheets access

  • Fully editable & customizable

  • Easy onboarding walkthrough

  • Lifetime access + future updates

Regular price $7.38 USD
Regular price Sale price $7.38 USD
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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:

  1. Open the file
  2. Click File → Make a copy
  3. 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.