Annual ₹ targets, process goals, drawdown tripwires, allowed setups for the year.
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Formatted workbook with sample rows, settings, and instructions. Open in Excel or Google Sheets.
Annual rupee goals, process milestones, drawdown tripwires, and allowed setups for the year.
Needs rupee-native fields and STT-aware review.
Target 18% net with 12% max drawdown tripwire.
Monthly review adjusts process goals, not target every red week.
Indian retail trading on NSE and BSE demands more than entry and exit prices. Lot sizes change, STT hits the sell side of options, MIS positions square off automatically, and expiry Thursdays behave unlike quiet Tuesdays. This template encodes those realities in columns and views you can use from day one — whether you sync from Zerodha later or type fills manually after the 3:30 p.m. bell. It is not financial advice; it is a structured feedback loop aligned with the TradeLyser methodology: journal honestly, tag setups, review on Friday, change one rule at a time. Pair it with our Learn guides and free calculators for position size, brokerage, and tax. When manual logging breaks on busy expiry weeks, TradeLyser auto-sync picks up where the spreadsheet stops.
=(Exit_Premium - Entry_Premium) * Lot_Size * Lots
Multiply premium change by NSE lot size and number of lots. For Nifty, lot size is updated periodically — keep it in a Settings cell.
Example: Nifty CE: (142 - 118) × 25 × 2 = ₹1,200 gross
=Gross_PnL - STT - Brokerage
STT on options applies on the sell side of premium. Net review must use this, not gross — especially for high-frequency Nifty scalping.
=Net_PnL / Planned_Rupee_Risk
Planned rupee risk = (Entry - Stop) × Lot_Size × Lots for options, or stop distance in points × lot size for futures.
Example: ₹1,680 net / ₹1,150 planned risk = 1.46R
=COUNTIFS(Setup_Tag,"ORB",Net_PnL,">0")/COUNTIF(Setup_Tag,"ORB")
Segment expectancy by setup tag — never blend ORB with expiry theta plays.
Click the free download button for your preferred format (Excel, Google Sheets, or PDF). Save a copy to your Drive or local machine — do not edit the master file directly. Rename it with your name and month, e.g. "Trading Plan Worksheet (Annual ₹ Targets) - June 2026". If using Google Sheets, use File → Make a copy so formulas stay intact.
Open the Settings sheet and enter your trading capital, max daily loss in rupees, default lot sizes for Nifty and Bank Nifty, and broker name. These values feed position-sizing and risk columns automatically. Update lot sizes when NSE revises contract specifications.
Add one row per active setup in the Setup Tags sheet — e.g. ORB, VWAP rejection, iron condor, expiry theta. Clear names beat vague labels. Every trade you log must link to exactly one setup so weekly review can show real expectancy per edge.
Within 30 minutes of market close (or immediately after exit for intraday), fill Date, symbol, product type (MIS/NRML/CNC), entry, exit, lots, setup tag, and session tag. Add violation flags if you broke a rule — oversize, revenge, late expiry entry. Honest logging beats perfect logging.
Once per week, compare your Net P&L column against Zerodha Console or your broker tax P&L export. Fix charge mismatches before running analytics — a 2% error on STT compounds into wrong expectancy on small premium trades.
Filter This Week, read win rate and net P&L per setup tag, open your three largest losers, score discipline 1–5 per day, and write one change for next week only. The template is useless without this ritual — see TradeLyser Methodology weekly-review for the full checklist.
If your broker exports trade history, paste into the Import sheet and map columns to the Trade Log. Verify the first import row-by-row. When manual entry becomes the bottleneck on expiry Thursdays, consider TradeLyser auto-sync from supported Indian brokers.
Trading Plan Worksheet (Annual ₹ Targets) uses lot size, STT, and brokerage columns designed for NSE and BSE — not dollar tick values from US-centric templates.
Strategy tags force you to measure each edge separately. Blended account P&L hides which setups pay for tuition and which ones should be retired.
Retail F&O participation on NSE continues to grow — process tracking matters more than indicator count.
Dedicated tags and views for expiry sessions prevent quiet weeks from masking Thursday gamma losses — a common blind spot for Indian options traders.
Pre-built summary views align with the TradeLyser weekly review ritual: tagged trades, net figures, and one planned change for Monday.
| Feature | This template | TradeLyser |
|---|---|---|
| Trade entry | Manual logging or CSV import into spreadsheet | Auto-sync from Zerodha, Dhan, Fyers, Angel One, and more |
| Net P&L | Manual STT and brokerage columns — easy to skip on busy days | Synced charges from broker contract notes |
| Setup analytics | Pivot tables or COUNTIF by strategy tag | Strategy board expectancy, profit factor, and win rate per tag |
| Expiry-week filter | Manual expiry tag column and filtered views | Calendar filters and expiry-week reports in one click |
| Discipline tracking | Checkbox or score column you maintain yourself | Discipline diary, rule scores, and violation flags |
| Scalability | Formulas slow or break past ~500 rows | Years of trade history without spreadsheet maintenance |
| Price | ~~₹250~~ Free during promo | TradeLyser trial — automation when the sheet becomes the bottleneck |
Yes. During our launch promo every template shows ~~₹250~~ Free — no signup required. Click download on the detail page and save Excel or PDF to your device. Google Sheets copy links are rolling out per template.
Always net P&L after STT and brokerage for Indian F&O. Gross P&L flatters high-churn strategies — a scalper with ₹200 gross winners and ₹180 costs has no edge. This template includes charge columns for that reason.
You can, but filter by Product Type column in review. Mixing intraday MIS scalps with NRML swing holds blends expectancy beyond recognition. Many traders duplicate the file into two books after month one.
Use session tag expiry-day or a dedicated expiry-week-nifty tag. Never compare quiet Tuesday theta with Thursday gamma in the same bucket — NSE weekly expiry behaviour is structurally different.
Excel works offline and handles heavy formulas — good for privacy. Google Sheets syncs across phone and laptop for traders who journal on the commute. Both formats share the same column structure in this template pack.
When manual entry fails on busy expiry weeks, when you have more than 10% untagged trades, or when you want broker auto-sync and discipline scores without maintaining formulas. The spreadsheet remains a valid starting point.
Download template
Formatted workbook with sample rows, settings, and instructions. Open in Excel or Google Sheets.
Outgrew the spreadsheet?
Sync your broker in TradeLyser.
Auto-import from Zerodha, Dhan, and more. Strategy tags, discipline scores, and Friday review — without maintaining formulas.