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Frequently asked questions
Is this journal suitable for UK spread betting and CFD traders?
Yes — it's built specifically for UK traders using spread betting or CFDs. It handles the unique aspects of these instruments including point-value sizing, pip-value calculations, and leveraged position management, while keeping everything tax-free compliant since spread betting profits are exempt from Capital Gains Tax and Income Tax in the UK.
Do I need Excel skills to use this journal?
No advanced skills needed. The journal uses simple dropdown menus, colour-coded cells, and automatic calculations. If you can enter a trade price and size into a cell, everything else — P&L, risk metrics, running totals — updates instantly. A basic familiarity with Excel is helpful but not required.
How do I download the journal after purchase?
After completing your purchase, Etsy will send you an email with a download link. You can also access it anytime in your Etsy account under Purchases & Reviews. The file downloads as a .xlsx Excel file — simply open it in Microsoft Excel 2016 or later. There's no subscription and no DRM; it's yours to keep forever.
Can I use this on Mac as well as PC?
The journal works on both Mac and PC. You'll need Microsoft Excel for Mac (2016 or later) or Excel for Windows. Note that it is not compatible with Google Sheets or Apple Numbers, as it uses Excel-specific features for the automated calculations and dashboard.
Does the journal work for multiple trading accounts or instruments?
Yes — the journal includes separate tabs for different accounts or instruments, so you can track indices, forex, commodities, and shares all in one file. Each tab feeds into a master dashboard, giving you a consolidated view of your overall performance across everything you trade.