Free downloadNotion import kit
Free Notion Trading Journal Import Kit
Download a Notion import kit for recording trades and reviewing decisions. Includes a trades CSV, a review page and manual P&L instructions.
ZIP · 2 KB · No email or payment needed
How to use this template
- Download the ZIP and unzip it on your computer.
- Read START-HERE.md, then import each CSV into Notion on desktop or web.
- Set the property types and create the views described in the guide. Replace the labeled example records.
P&L is entered manually. The kit has no automatic formula or performance dashboard, and does not recommend trades.
Notion import help ↗What’s inside the download
Trade details
Asset, direction, entry, exit, dates and position quantity.
Costs and results
Multiplier, fees and manually entered realized P&L.
Trade review
Markdown prompts for thesis, execution and lessons.
Setup guide
Property types and open-versus-closed trade views.
Template features
- ZIP includes one CSV and two Markdown files
- Labeled fictional example trade
- Manual long and short P&L calculation instructions
Frequently asked questions
What do I receive?
Download a Notion import kit for recording trades and reviewing decisions. Includes a trades CSV, a review page and manual P&L instructions. P&L is entered manually. The kit has no automatic formula or performance dashboard, and does not recommend trades.
Is this template free?
Yes. Download the complete file without payment, an email address or a Tidy Drafts account. You may adapt it for personal and business work, including completed client documents.
How do I open and edit it?
Read START-HERE.md, then import each CSV into Notion on desktop or web. Set the property types and create the views described in the guide. Replace the labeled example records. A Notion account is required.
Can I use it more than once?
Yes. Keep a clean copy and duplicate it before starting a new project, month or client document. Replace the supplied prompts or examples with your own information.