...has a good story and cheap enough for us frugal traders... http://trading-journal-spreadsheet.com/reviews/ It takes a copy of Excel 2013 for $99 to run on Win 7 or 8. Worth a shot? U decide... Jerry
Blush. Just realized comparing monthly % gain against SP YTD doesn't make sense. Anyways, that wasn't the objective. I'm gonna ask Baron to consolidate all Excel uploads into a folder but maintain references to the original thread so we have a tool/code lab.
Tradingdiarypro will likely be my choice. I am just waiting for them to create an import function for my broker or provide me with an import file sample. They also have 3 import modes for IBKR and a quote download module via IBKR. If that includes options quotes, its game over. I will just hound them for logging greeks. Maybe some of our database geeks can look at the databasefile .tdbx and see if its open to custom queries. Trading journal spreadsheet works best with Ninjatrader imports, which means they won't be making options functions anytime soon. But it is a perfect match for Ninjatraders and Van Tharp followers.
I know this thread is old, but if anybody wants a modern tool, please visit our trading journal software. We don't support advanced options strategies yet, but we work with directional options trades.