I’m doing something like this:
Collecting trade specific data in frontmatter:
---
type: trading/journal
trade:
symbol: ABC
entry-date: 2023-11-28
shares: 100
entry-price: 110.00
stop-loss-price: 105.00
take-profit-price: 125.0
exit-date:
exit-price:
---
Let this show up in the note with help of the “Meta Bind Plugin”
EntryPrice: `VIEW[{trade.entry-price}]`
The nice thing is, you can paste images and write longer descriptions as in a Excel file. And you can have an overview of open trades with a dataview query.
But: for more statistics, calculations and so on I have a row in an Excel file additionally.