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Airtable Tutorial: How to Journal Your Stock & Option Trades

Today, what I’d like to do is share with you a little tool that you can use to journal your stock trades, and it’s a tool that I’ve been experimenting with lately.

If you’ve used one of the other things that I’ve mentioned in the past to journal whether that’s Evernote or even Trello, you can go ahead and see the links to those videos below the description of this video.

If you’re looking to find a way to journal your trades, this tool that I’m going to share with you is a little more like a spreadsheet. So, if you’re interested more in spreadsheet type and more calculations and auto-calculations, this tool should help you out because you can rearrange the views more like a Trello view or more like an Excel spreadsheet. There’s a lot of things that you can do, and best of all it’s free.

Let’s take a look at the Airtable tool

When you go into the portable templates, basically what it does is you can use it for a lot of different things. You can set up things like launch calendar for products, for conference planning, job recruitment, art gallery. And you can rearrange the views.

If we look at an example, what it does is you can see right here it’s like an Excel spreadsheet right there and you can have months years and even attached images which are not something that’s easy to do in the Excel spreadsheets.

As you go through this, there are different views that you can create. That’s the power behind it. You can see here it’s more like a Trello view or if you go back, you can have just more of an Excel spreadsheet view.

You can do this for a lot of different things, so let’s say we go into a kind of a real estate kind of management thing, you could have people like agents the names the email addresses, and you can hop into different areas here in the tables.

These things right here, this big item that this is called a base and then everything within that right there is called a table. Then everything else within that is rows or columns.

The power behind this is what you can do. The views and splitting these different views into different segments.

I’m going to show you how you can use this here within stock trading

In just a moment, as you get into it because that’s the power behind it.

Here’s the pricing. If you’re interested, I’ve been on the free plan for the last couple of weeks. I’ve been experimenting with it to see how the Tool Works. You get unlimited basis right here, so that’s the key.

The main difference between the free and the paid plans is that the records. You have 1200 records that you could do, meaning the rows that you could put in within your spreadsheet there. Whereas, the paid plan, you get up to 5,000 records and also the attachments. So if you’re adding in like pictures and that kind of thing, that’s the main difference.

You can see right here. You’re going from 0 to $10. If you refer people, then you get credit in your account, and you can use that towards a plan. It’s not that you get paid.

What you’re getting is if you’re on the free plan there’s a lot of options and possibilities that you can use to use it as a stock trading tool for journaling. If you haven’t journal before here’s a good start.

What you do is I’m going to show you here. You start out with a new table. Let ‘s go into my account, and I’ll show you if I go into the bases. You can see I’ve been using it as a test or a demo for my own overall online business. You can have tasks to do project roadmaps things. You’re working on marketing training. We’re slowly moving a few things over into this area. These are called bases, each one of these is a base. And what you could do is if you create a new one, you can start with a template – import one, or start from scratch.

If you start with a template, what you could do is go back to this template area. Then, let’s say you want a blog editorial calendar. You can take a look at what this looks like and then go ahead and use this template, and it’s going to add that template in.

So there, I have my blog editorial calendar. You could see here’s a story date, scheduled, status, and just many other things that you could go ahead and do, and then there are some attachments.

What you could do is flip-flop to things that are in progress. You can filter things. You can even create a new view of the calendar, and then you can see okay well where are these things all scheduled and where are those records. So that’s another great thing.

You could do things by the gallery right or the Kanban view. It’s just like the Trello view which is the power behind it. You can flip-flop the opinions so you can see then I can go back and go back into my list and flip-flop back and forth.

So here’s how you use it within stock trading

When we go into this, and I’ll start with a new table, this is a new table that I went ahead and started from scratch. So right here, you’ll get kind of a basic list of items.

Let’s create an empty table. I’ll move this over here so you can see they give you a name notes and attachments.

If I want to go ahead and start changing things around, I could go ahead and change this to a ticker. If I want to do it based on the ticker, I could go ahead and create date. When I went into a trade and changed that to date, go ahead, I can move that column over here. So, I’ll fill this in, bought shares at a certain price. You’re slowly filling out the table.

You could do it this way and slowly start expanding it. You’re slowly building out some columns and the types of columns you want to do, and then you’re creating these records now here I’ve already created kind of something based on the date so if you’re going to do it date by date by date you could go ahead and start filling this in, and you can even create things like a formula

If you wanted to do calculations, just like in Excel, you could do price times the number of shares. I’ll go down to the formula, and the formula is smooth, so if I type shares, you could see there’s a shares item right here. Insert field or column, so I’ll go ahead do shares multiply that times the price. As I type in price, you can see price comes up and now go ahead, and it auto calculates.

I could also format this to more of a currency with two precision, and now I’m good to go. You could see, as I go ahead and type this in a hundred shares – let’s say $45.25 a share, it’ll adjust those kinds of prices. If I did 75 shares and then I did $25.65. You can see it automatically does it.

Anyways, you could go ahead and continue to expand this further and further. If you don’t need a column, you can delete a column. You can remove a column here if you don’t want that and you can continue to make it very, very long depending on your needs.

As you get into further and developing your trading journal, take a look here, you have some stocks. I went ahead and created a few more things. Here’s the date I placed the trade for example purposes. Here’s the ticker, short and long price shares, total costs. You can see that’s a formula closing price and then my P&L made money, lost money. You could see here what I’ve done is create a little drop-down. I could even create a scratch trade option here.

What I could do is now start grouping things

That’s the power behind this tool so here pick a field I want to arrange it let’s say made money or lost money so I’ll go ahead and group it like this and you can see boom there it has some that are made money right at the top lost money and my scratch trades it all bundled it right there I could sort it again and rearrange it a little bit that’s different on this so let’s say made money lost money you could resort those things you can even filter things in anything where your long or short let’s see short or long anything that’s short right there it’ll go ahead and do that and

What you could do is save these kinds of views, you could create a new look.

I could go to the regular view – without the filter, and then I can hop back to the short made money.

I could create another view. Let’s add another aspect where it’s just grouped, let’s say long or short, so I want to see my long and short grouped right there. I can even do a double group.

This is the massive power behind this airtable system.

Here’s how you use it when it comes to Option Trading

By the way, when you’re doing some grouping, here’s also the sums that you could go ahead and see. You could see it auto calculates. I can go ahead and do average. Just quickly hop things around.

You could see the average money lost right there would be there. The average for money made also is right there, so you could see how you can switch some of these fields around very quickly. Just hop back in for, and you can see the sum is also right there.

You could do an average if you want to do kind of an average. You can see 226 is the average. You’re making on a per trade basis there.

Looking at some options, you could do it even more complicated. You could do drop-downs here for the month. I’ve set up some single select items for the four that you could say the year. Let me see here. Let’s do a regular view. You could see here I’ve done dates. This is a formula that adds in how many days remaining and whether it’s a put or a call. This is days remaining. This is the year, the percentage of risk. Put our call, again drop down, put-call vertical calendar. You could do buy or sell the VIX. If you want to note the VIX on those levels, the strike price the SNP at the current price, your range away from the current price level. The cost of that option contracts, your profit, and loss, how many are buying, in some notes, so you could see how detailed you can get.

If you want to go ahead and do some grouping, you could go ahead and group those things. If I change some of these to let’s say a call, and now what you can do is – if I wanted to do things grouping by calls and puts I could do calls and puts group. I’ll go ahead and pick a feel to the group, put some calls, so you could see there are all the puts at the top. There are all the calls here at the bottom.

Anyways, you can see the dominant way that you can use this from. Just basic stocks to Options Trading or even for your lifestyle – for to-dos and many other things. I’m experimenting with it for within my business to see how things play out. But you can see, there’s a lot of high power behind it especially as you get into multiple views.

Again, if you’re interested in signing up, I don’t get any financial compensation but they credit my account in the case in the future I decide to go ahead and upgrade my airtable system. If you’re interested in that, go ahead and go into this referral link right here and then go ahead and sign up and try it out. It doesn’t cost you anything, and all the features that I’ve mentioned are free.

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