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.
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!
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.
button to sort your
BAGS to the top in alphabetical.Use delete 
button to erase
history and remove select trades from your archive.
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:
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 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.)
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.
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.
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 (479K)
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:
Lots of exciting things are
happening in V2: The Zoom
to Present slider lets you focus chart on smaller
window of trade data. Use the Error Log to review
all of your trade errors! Plus: Trader Rules, Freeze
Rows, Broker Portal, and new dialog to override your
Time-stamps. Registration also includes access to MEMBERS ONLY
(never mind, come on in). Read more about V2
and/or download.
Register v1.0 PayPal $19 --- BONUS Get v2.x (never mind, try v2.x anyway.. donate if you can, thanks for support!)
|
Investing is good for
the soul!
learnN@robhock.net |
LearnN™ |
LearnN Source V2 Contact the Dock