Please help me succeed in stock trading!

Mitch5804 

Hello! Here's how you can set up your sheet to track your stock symbols and generate the metrics you need:

1. Start by creating a table with the following headers: Date, Symbol, Direction, Pattern, and Did it work?
2. For the Date column, you can use the following formula to auto-generate today's date when you click on the cell:

=IF(A2="",TODAY(),A2)​

Just replace A2 with the cell reference for the current row.

• For the Direction and Pattern columns, you can create drop-down menus using data validation. To do this, select the cells you want to apply the drop-down menu to, go to the Data tab, and click on Data Validation. In the Settings tab, select List as the Allow option, and then enter the options you want to appear in the Source field.
• For the Did it work? column, you can again use data validation to create a drop-down menu with the options Yes and No.
• For the metrics you need, you can use Excel's built-in functions to calculate the totals and percentages. Here are the formulas you can use:
  • Number of symbols that worked: 

=COUNTIF(Table1[Did it work?],"Yes")​

• Percentage of symbols that worked: 

=(COUNTIF(Table1[Did it work?],"Yes")/COUNTA(Table1[Did it work?]))*100​

• Number of symbols that worked that are BUY direction: 

=COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"BUY")​

• Percentage of symbols that worked that are BUY direction: 

=(COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"BUY")/COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],{"BUY","SELL"}))*100​

• Number of symbols that worked that are SELL direction: 

=COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"SELL")​

• Percentage of symbols that worked that are SELL direction: 

=(COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"SELL")/COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],{"BUY","SELL"}))*100​

• Number of symbols that worked of EACH BUY pattern: 

=COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"BUY",Table1[Pattern],"Pattern name")​

• Percentage of symbols that worked of EACH BUY pattern:

=(COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"BUY",Table1[Pattern],"Pattern name")/COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"BUY",Table1[Pattern],{"Pattern name 1","Pattern name 2",...}))*100​

• Number of symbols that worked of EACH SELL pattern: 

=COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"SELL",Table1[Pattern],"Pattern name")​

• Percentage of symbols that worked of EACH SELL pattern: 

=(COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"SELL",Table1[Pattern],"Pattern name")/COUNTIFS(Table1[Did it work?],"Yes",Table1[Direction],"SELL",Table1[Pattern],{"Pattern name 1","Pattern name 2",...}))*100​

Just replace Table1 with the name of your table, and Pattern name with the name of the specific pattern you want to calculate the metric for.
I hope this helps you in tracking the performance of your chosen stock symbols and improving your trading strategy! Let me know if you have any further questions.