LearnN Stock Trading Spreadsheet for LibreOffice and Excel ^{(c) Rob Hock 2024-2025}

Every trader finds themselves at some point with spreadsheet in hand. Tracking your investments is necessary and smart. If day trading (buying/selling the same security the same day), you have additional chores... like counting: Small-potato traders, those whose accounts fall below the $25,000 threshold, may day trade their account no more than three times per five trading days. In order to day trade more, one must open additional brokerage accounts. (I have personally maintained twelve brokerage accounts which allowed me to day trade 12 x 3 or 36 times per week!)

LearnN is a spreadsheet for day-traders, swing-traders, and investors too. It requires minimum input and does the heavy lifting. Your trades are charted and archived automatically. While multiple brokers are supported as well as all types of trading, you only need one broker and your trading style is the right one. LearnN can be used to manage a portfolio of other security types or can easily be adapted to address a common theme: data + lookup + chart

Let's begin: After opening a position, one must input only the ticker (ie. IBM), the purchase price, and quantity bot. (I can spell "bought" but let's try "bot".) After selling, trader inputs price sold. THAT IS IT! Everything else is managed & auto-calculated for you! Who has time?

LearnN saves you time! (Don't worry.. advanced features and exceptions to the rule are just hiding.) While your position is open, the record or row for your trade is listed in the BAGS area. After inputting price sold, the trade will automatically move to the HISTORY area and your profit or loss is charted.

Your portfolio of positions a.k.a. BAGS can be inputted directly on sheet or select a row in the BAGS area and press  button for convenient dialog entry. Use the Input Dialog to see broker power and easily calculate position size.

LearnN has a "daytrade counter": one button push  to immediately count and report day-trades available for any broker. While some brokers count for you, many don't or bury the count online. Holidays are accounted for; in fact my calculations reported an accurate count while TD Ameritrade (Charlie) forgot about President Carter's Funeral and I almost PDT'd my account - Thanks LearnN!

Press sort button to sort your BAGS to the top in alphabetical.

Use delete button to erase history and remove select trades from your archive.

Push buttons  to the right for convenient access to online sources of information regarding a stock ticker or security name, preset with my favorites for:

• S.E.C. Filings
• Short Interest
• Yahoo Finance
• Search Engine Results
• Stock Discussion Forum

Select a BAG, then click to launch respective web address appended with BAG's ticker symbol. Prefer getting short interest from another source? Internet URL conveniently on sheet for you to update with your favorite. Works on HISTORY too.

THE BAG YOU'RE IN:

The BAGS area consists of twelve rows with columns: time-stamp, ticker, number day-trades remaining, broker code, trade type, number shares, price bot, price sold, and notes. Did I forget something? No problem. Add whatever you think i missed! (read on)

Spreadsheets are great; everything calculates for you and you're afforded complete transparency: Your trade is time-stamped after you input ticker. There's an earnings column but that comes into play when your bag turns into money for price sold. Inputting any value into the sold column causes that record (row) to move to the top of HISTORY area with a sold time-stamp.

Input your trades on sheet (ticker, bot, price, sold) or use the Input Dialog for convenient form entry. To open Input Dialog, select the row of BAG you wish to edit, then press  button. Included are features to calculate position size as well as override default behavior (ie. change timestamps, quantity sold etc.)

HINT: You decide how you want your bags. Use as many or as few rows as you like. Use the same broker on multiple rows (you might have many positions but same broker).

YOUR TRADE IS HISTORY:

Your trade history is archived from most recent to otherwise; new trades are inserted at the top. Chart will automatically map to history growth. Use delete button to undo last trade, delete specific history or reset. Delete function can also undo the effects history had on broker power. For example, if you accidentally triggered a stock to sell and move to history, select the "OK + Reset Power" option when deleting the last trade. This will undo the changes that trade made to broker's POWER.

DIFFERENT BROKERS FOR DIFFERENT STROKERS:

They are at the top. You'll find them listed at B2 (column B, row 2). The broker code is a two letter code that acts as a reference lookup into table here. Please update with your account balances for accurate results. When stock is sold and moves to history, the corresponding broker POWER is automatically updated to reflect the P&L (profit & loss). If your broker is charging you fees, you will soon find out. Have more than $25,000 and only one broker? Lucky! Have <$25k, looming PDT status, many brokers and my LearnN spreadsheet? Lucky.

DAYTRADE COUNTER:

The DT (daytrade) counter reflects those remaining and will decrement (-1) for a bag when it becomes a DAYTRADE and moves to history. On the contrary, if a trade carries over from day to day, its type will be SWUNG plus the number of days, ie. overnight is "SWUNG 1".

On side note: Yes, I am a swinger; day-trading purists will not hold overnight but I always find a catalyst: "It's a new day!" But remember to examine filings to avoid a new offering! Admittedly so, it's very nuanced and any trading advice is not easily given without a cautionary retrospection possessed for tripping literally a hundred times through extended-hour land-mines; specifically gap-down events triggered from negative catalysts ie. bad news or gossip of some sort that is about to sort your P&L! Extended hour trading does not support STOP orders - the lever is on MANUAL for mortals. They call me Liquidity.

To double check the count, press the  button while selecting a row in the BAGS area. The Calculate Day Trades Remaining dialog examines the history for broker on row and returns the number of day trades remaining --- thoroughly tested and 100% reliable; holidays are supported! Exceptions are user error.. one must input every trade.

Of note again: E-TRADE will count 2 day-trades if you buy a stock twice and sell it the same day (split lots or something?) Hard to remember, I know, so caution yourself with a reminder in the broker table. You'll see.

VERSATILITY:

Replace or update my chart with your Mona Lisa..sure! Need more BAGS? Easily insert more rows and increase the bags area (variables are on sheet). Add that field you think I forgot to my "Blank Template Row" and it will work immediately. Holidays change. You'll find them. Want to go deeper? All BASIC code is there under Edit Macros. Dialogs (userforms) can be edited too. BASIC!

GET STARTED:

LibreOffice: If you haven't already, install LibreOffice, then download and open LearnN.ods with LibreOffice.

MS Office: If you haven't already, install Excel, then download and open LearnN.xlsm with Excel.

There are twenty brokers listed. If yours isn't, it should be... hint hint. Just keep the brokers that you use or zero the POWER balances for brokers that you don't. Organize your BAGS however you like. Play with my trade history there or delete to reset chart and begin logging your own trades.

DOWNLOAD LearnN.ods (263K) or LearnN.xlsm (485K)

My methods of fishing have changed. Previously, I posted vanilla Version 1.0 and tried to sweet-talk you into buying Version 2.x with the extra features. I thot you were guppy. You were too smart; it did not work. So now posting Version 2.x in front of pay-wall hoping you like it and donate. Thanks for your support!

LearnN.ods for LibreOffice... NOTE: Please Enable Macros to enable sheet macros (if your buttons don't work). Change security setting to Medium under menu Tools / Options / LibreOffice / Security / Macro Security. RESTART LibreOffice, try again.

LearnN.xlsm for Excel... NOTE: Press Enable Macros button to enable sheet macros so buttons work, history accumulates.

LICENSE

LearnN™ was distributed as Shareware, is now distributed as Hopeware (hope you donate). If you like LearnN and find it useful for anything, please donate. Thanks for your support!! Registration costs only $50 FIFTY dollars on sale ending soon: $29 (TODAY ONLY $19 EASTER SPECIAL).

NEW VERSION 2:

Register v1.0 PayPal $19 --- BONUS Get v2.x (never mind, try v2.x anyway.. donate if you can, thanks for support!)