Let customers speak for us
from 10 reviewsGreat 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

GREAT PRODUCT, QUICK. LOVE THE PRODUCT.

Good product. Exactly just what I need.

good spread sheet helps a lot

Great product highly reccomend this

Highly recommend the disciplined trader toolkit. Well worth the money. I’m already seeing results and building better habits in my trading.

This is an amazing tool and Luis was so helpful. He even added another section for me when I emailed him to ask if he sold a document like I was looking for. Highly recommend!

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.

Trading With Lu
The Disciplined Trader Toolkit: Master Your Mindset, Refine Your Strategy, and Take Control
The Disciplined Trader Toolkit: Master Your Mindset, Refine Your Strategy, and Take Control
You know the drill: missed entries, fuzzy P/L math, “I’ll log it later” … and then the same mistakes show up tomorrow.
The real cost isn’t just a red day—it’s zero clarity on why it happened and how to stop repeating it.
Meet the fix: a Trading Journal Spreadsheet for Google Sheets—complete with Trade Log, Psychology Journal, Risk Calculator, and Performance Dashboard—built to turn raw trades into measurable improvement.
What’s Inside (Everything in One Toolkit)
📊 Performance Dashboard
Auto-calculated win rate, equity curve, profit factor, discipline score, and setup stats.
🧠 Psychology / Daily Journal
Pre- and post-market prompts to score mindset, track emotions, and note lessons.
📈 Trade Log Table
Instrument, direction, entry/exit, R-multiple, screenshots link, tags & filters—log fast, review smart.
🧮 Risk & Position Size Calculator
Set account risk %, get share/contract size and $ risk instantly. Stock, options & futures friendly.
📅 P/L Calendar & Review Sheets
See green/red days at a glance, schedule weekly/monthly reviews, and lock in changes.
After your purchase, you will receive:
✓ PDF file as instant download – follow the instructions in this file to download your template.
Who It’s For
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Day traders who need frictionless logging between setups
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Swing & futures traders managing multi-day positions and risk
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Options traders tracking contracts, greeks, and R multiples
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Coaches / accountability groups who want clear, shareable data
How It Works
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Download the PDF instantly and grab your Google Sheets link.
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Make your own copy (yours forever, fully editable).
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Log trades daily—journal mindset, record entries/exits, paste screenshots.
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Review weekly—filter by setup, study stats, refine rules, grow P/L.
FAQ
Do I need Excel skills or coding?
No. All formulas and dashboards are prebuilt. Just fill in your trades.
Can I customize columns or metrics?
Yes—add, delete, or rename anything. It’s your sheet.
Does it work in Excel or Numbers?
Primarily designed for Google Sheets. Excel works, but a few visuals may differ.
Can I use it on mobile/tablet?
Absolutely—Google Sheets app on iOS/Android works great for quick entries.
Is this a subscription?
One-time purchase. Use it for life.
Digital product only. No physical item ships.
2025 Trading With Lu.
Trade smarter. Log everything. Improve on purpose. 🚀
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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
GREAT PRODUCT, QUICK. LOVE THE PRODUCT.
Good product. Exactly just what I need.
good spread sheet helps a lot