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

Version 2.x includes everything in version 1 plus:

Ver.	Date	Desc
2.33	5/12/25	Oops, bug eliminated (timestamp override wasn't overwriting the date stamp out)
2.32	5/01/25	Input Dialog now scans your BAGS for expenditures and shows power available (in addition to maximum power for broker).
	4/30/25	Input Dialog now shows statistics for multi-baggers (many bags same ticker) on window title bar ie. AREB #3 of 4: Total shares 135 at 5.96 per/shr = 804.25
	4/29/25	Select a broken rule in the Rules Dialog and you will be taken to the trade for which you broke it last.
2.31	4/24/25	Charts Charts Charts! New charts and engine will make you want to paint the town. NOW SHOWING... Power / Waged & Bag Time
	4/22/25	Oops, bug eliminated (BAG goes sold on clone formatting)
2.3	4/19/25	Completely rewritten and now available for Microsoft Excel spreadsheet!
2.2	3/12/25	Wonderful charts come from good work! NOW SHOWING... Broker Pie & Your Horrorscope
	3/08/25	Now counting Day Trades remaining for the next 5 trading days. Very helpful --- see DT? dialog and get the count for any broker!
	3/08/25	Added Jive-stamps: Quickly create a robust trade journal with convenient push-button access to your 10 most favorite action words.
	3/01/25	NEW facility for Scaling Out of the trade (many SELLS).
2.1	2/02/25	Added Settings dialog for convenient access to options and lookup tables.
	1/28/25	Trader Rules --- See the rules and the times you broke them. Get better!
	1/24/25	Forget to input your trades on time and want to? Now easily override your timestamps (date/time you bot/sold security) from the Input Dialog.
	1/20/25	Broker Portal --- one click access to your broker's trade desk.
2.0	3/19/24	Chart Zoom to Present feature added. Var on sheet to reverse course.
	3/20/24	Delete History option added for filtering your net: delete if p&l > or < x Useful for other things as well (ie. delete last trade).
	3/21/24	Added Time-stamps: TIMEIN, TIMEOUT, plus DURATION w/plans to plot
	3/24/24	Added Timestamp Button to Input Dialog; shows timestamp for when you bot security. (v2.1) Press to override any or all timestamps.
	3/27/24	Added new button Freeze History. Press to toggle freeze rows ON/OFF (history scrolls but everything else freezes in place.) That was the idea originally - NOW (v2.1) Select cell to pivot freeze before press ON. Even better! Check-mark CLASSIC in Settings dialog if you like the classic functionality.

FOR ScALE --- SCALING OUT:

Scaling out means closing the position with >1 more than one SALE. The objective being to win more than you won (last time). Remember the last time you sold (closed OUT)? Accumulated experience is 20/20 vision to gold on the table LEFT on the table. The longer you trade, the more you may invest or realize the potential of your trades to appreciate in VALUE hence find it profitable to sell in portions or even just switch to investing and long hot baths.

Facility now available to easily journal these types of sales / SCALES. The default is FULL position size. If you sell less, override the "Sold x" field with smaller number of shares sold. Submitting the Input dialog with a partial sale will cause the trade to issue to HISTORY but leaves your original position in the BAGS with the adjusted share count! Easy stuffing.

TRADER RULES:

Whether you're just starting out or a seasoned pro, all agree on the importance of trading tools a.k.a. RULES. Not mine but yours! List them; follow them; endure & prosper in your strategies once you find and STICK to your ahem ..rules. V2 supports flagging a trade with a broken rule and isolating bad behavior - Nice! Flag rule-breaking trades from Input Dialog. SEE and remind yourself of the

and tally trades gone bad.

65 trades: 18 lost, 46 won, 0 errors. As of this writing, at least... plus I just started flagging errors so I would say at least 2. Find the button above trade history, press it to see list of YOUR rules and the times you broke them listed to each rule, hence if I had broken the rules, I would see:

PRESS it to see the last time you broke this rule!

TRADER ERROR LOG:

Your comments can be an invaluable tool to make corrections and stay on cour$e. Use Delete History

button to filter trades to only those whose P&L < 0 (you lost money). This is a new test added to the Delete dialog that will instantly give you good reading re: stop outs, shake downs, F.O.M.O., and your other trade errors. Make sure you keep notes, then take notes and follow your advice!

JIVE-STAMPS:

Making use of acronyms in your comments is an excellent way to keep it short and simple. Use the new Jive-Stamps too to quickly create a robust journal that you may later harvest ideas and correction from. Located on Input dialog behind secret door, ten buttons hold your favorite commentary for seeding your trades with helpful reminders of the ACTION!

Press to append your trade Comments with repetitious jargon that you find yourself using too often. The five buttons on top are gated OR while the five below are gated AND. The OR buttons operate as toggle while the AND buttons will include whatever text you like combined together at the end of your regular trade comments. More time saved... Configure your jive-stamps on sheet or locate using Settings.

TIME-STAMPS:

Version 2 includes timestamps while V1 marked your trades only with date IN/OUT. This is helpful to traders interested in logging their entries & exits and seeing their bag time.

By subtracting time-in from time-out, we get duration in the trade (Bag Time). Your position is time-stamped (TIMEIN) automatically for you when you input ticker. The TIMEOUT time-stamp will appear when your position is closed (stock sold). DURATION is derived from these two.

As mentioned, date & time stamps are automatically calculated for you. You need only bother if you wish to override; to do so click the Time Stamps button

found in the Input Dialog (this feature personally valuable to me since I don't always input my trades on time.)

(A timestamp is actually a date-stamp and a time-stamp combined. Although, the date can be derived from the timestamp. it is smart to keep them separate hence IN/OUT columns log trade in/out date while TIMEIN/TIMEOUT columns log trade in/out "date-time-stamps")

FREEZE ROWS:

Have alot of trade HISTORY and want to focus your view? Is your dragon's tail dragging you down? Freezing rows lets you scroll through one part of the spreadsheet while the other freezes in place hence the name Freeze-Rows. Press the

button to turn feature ON/OFF. Once active, scrolling document affects trade HISTORY only.

CHART ZOOM:

Enjoy ability to zoom chart to present... in opposite words, zoom chart from the last trade further and further into history. Focus your chart on the trading week, month or quarter depending on the length of your dragon's tail. There's also a variable to REVERSE slider (scroll-bar) orientation.

NOW SHOWING...

Got charts? Have you read Picasso? You've seen Profit & Loss, how about Broker Pie: new chart shows your power balances in pie fashion. Helpful to see if re-balancing your cash is necessary (maybe certain broker accounts have become over or underpowered.)

Tripping on the RULES!!? Put up a chart to see the ones you're breaking the most. There is dialog already but an additional reminder in chart fashion could be fashionable. It's worth a thousand helpful words.

Excel Users: Lucky you.. please enjoy these charts too: Power / Waged and Bag Time

BROKER PORTAL:

Quick access to your broker's portal to manage your orders... coming right up: this button

is handy link to relevant broker's website, trade desk, computerized BUY/SELL interface for humans, what have you. Internet URL on sheet for easy edit.

SETTINGS:

LearnN keeps everything stored on sheet for easy edit. You can readily find things but there's also a dialog for convenient access. Press the

Copyright button to see relevant details plus access LearnN Settings and find consolidated access to brokers, rules, holidays, internet addresses, and other LearnN variables from here.

LIVE VARIABLES:

As mentioned before, variables are on sheet for moving things around, adjusting the number of bags, and changing internet links. They can be found to the right of the chart (or access from Settings). All variables are LIVE and will immediately take effect. Make LearnN your spreadsheet by changing fonts, colors, styles, charts too! If you need to make serious changes, you'll need to edit macros...

'SOURCE HERE:

LearnN is written in BASIC text code stored in the spreadsheet document's macros. In LearnN's macros, you'll find constants at the top which make changing column assignments easy. Only the sole sheet event is trapped: Content Changed in order to watch for change to Sold column in the BAG rows. Dialogs (userforms) can be accessed and easily edited to accommodate.

FOCUS / RELAX:

Focus on your past trading week or month. Version 2 lets you Zoom to Present and see recent chart data more clearly. The new Trader Error Log can be helpful to isolate bad trading as well as good! Creating a powerful trade journal that you can learn from is easier than ever using Jive-Stamps. Remember to revisit your Rules often and see which ones you're breaking. Check the Time-Stamps to see your trade entries/exits and durations. (helpful to me since I was previously hand-logging this and a smart trader knows that lunch time affects market conditions ;)

LearnN is both a great start and a great finish to your trading log. Designed to require very little input, LearnN gets a lot done and is a great OFF-LINE journal (so you keep your privacy!) It does everything a trading journal should do and much much more. Advanced features are there when you need them but are conveniently out-of-the-way.

+ Acess to MEMBERS ONLY: I'm giving you the overview you need. I'm spilling the secret sauce; throwing in a great spreadsheet to boot. No Goggles required.. no wait list for golden ticket to trading station. All my tools, brokers, methods are off the top-shelf. See my trades! Table-scraps include:

IMHO - Suggestions for Success
My Experience w/Brokers
Pitfalls to Pity
Day-trading / Swing-trading
Catalysts & Inflection Points
Tools & Time Frames
Moving OUR Averages!

Thanks for your support!

LearnN™

LearnN Source V2 Contact the Dock

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