The Finance DeskBRINGING CLARITY TO YOUR NUMBERS

02 / THE TRADING DESK

Stock & Options Tracking

Build a consistent record. Connect your trades, review the process, and keep the details in view.

01

Record the details

Keep fills, fees, dates, and notes alongside your brokerage records.

02

Review the process

Use a journal suited to your trade structure and check the assumptions.

03

Build the habit

Reconcile entries and review closed trades consistently.

THE WORKBOOK COLLECTION

Choose a journal for your workflow.

EXCEL WORKBOOK

Starter Options Journal

Simple Excel Options Trade Log & P&L Dashboard

A one-trade-per-row journal for single-leg options trades, with a performance dashboard.

View Starter Options Journal on Payhip
EXCEL WORKBOOK

Options Command Center

Multi-Leg Options Trading Journal & Strategy Dashboard for Excel

Connect fills, legs, rolls, and adjustments by Trade ID, with position summaries and strategy reporting.

View Options Command Center on Payhip
EXCEL WORKBOOK

Options Command Center Pro

Excel Options Journal with Risk Dashboard, Position Sizer & Trade Review

Includes Command Center plus a Risk Dashboard, Trade Review, Plan Adherence, Position Sizer, and Edge Scores.

View Options Command Center Pro on Payhip

Requires Microsoft Excel (not included). See Payhip for current prices, compatibility, and full product details.

RELATED READING

Explore the journal.

Trading articles are coming next. For now, review the workbook details on Payhip or explore our business finance guide.

FROM UNDERSTANDING TO ACTION

Give your numbers
a place to make sense.

Explore practical Excel workbooks from The Finance Desk.

Find your template