How to Track Trades in ClickUp

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How to Track Trades in ClickUp

Using ClickUp as a trading journal is a powerful way to track every position, refine your edge, and evaluate your overall performance in one organized workflow.

This how-to guide walks you through building a simple, repeatable system for logging trades, adding key metrics, and reviewing results so you can trade more consistently.

Why Use ClickUp as a Trading Journal

Instead of scattering screenshots, notes, and performance data across tools, you can keep everything in a single ClickUp Space tailored to your trading style.

By turning your journal into a structured workspace, you can:

  • Capture your trade idea before you enter
  • Record entry, exit, and management decisions
  • Tag trades by strategy, market, or time frame
  • Review statistics and patterns in your performance

This approach draws on the same principles used in popular trading journal templates and guides, such as the ideas shared in this trading journal article, but applies them directly inside ClickUp.

Step 1: Create Your Trading Space in ClickUp

Start by setting up a dedicated area in ClickUp so your trading journal remains clean and separate from other work.

  1. Create a new Space and name it something like “Trading Journal”.

  2. Choose a simple color and icon so you can quickly identify it in your sidebar.

  3. Decide if the Space is private or shared with a coach, partner, or accountability group.

Inside this Space, you will use lists, tasks, and views to track your trades from idea to outcome.

Step 2: Build a Trade Log List in ClickUp

Your main log lives in a ClickUp List where each task represents a single trade.

  1. Create a new List named “Trade Log” inside your trading Space.

  2. Use the default task view (List view) to see trades in rows, similar to a spreadsheet.

  3. Pin this List so you can open your trading journal in ClickUp with one click.

As you build your process, you can add more lists, such as “Playbook Setups”, “Weekly Review”, or “Backtesting Ideas”.

Step 3: Add Core Trade Fields in ClickUp

Custom Fields in ClickUp let you track detailed information for each trade without losing visibility or structure.

Add these key fields to your Trade Log List:

  • Ticker / Pair (Text field)
  • Direction (Dropdown: Long, Short)
  • Setup / Strategy (Dropdown: Breakout, Pullback, Mean Reversion, etc.)
  • Entry Price (Number)
  • Stop Loss (Number)
  • Target Price (Number)
  • Position Size (Number)
  • Risk (R) (Number or Formula, if available)
  • Result (Dropdown: Win, Loss, Breakeven, Open)
  • Net R or P/L (Number)
  • Trade Date (Date)

These custom fields turn ClickUp into a structured journal where each trade is fully documented and easy to filter or sort.

Step 4: Create a Trade Template in ClickUp

To avoid repetitive setup every time you log a new position, create a task template in ClickUp.

  1. Open your Trade Log List.

  2. Create a new task called “Trade Template”.

  3. Inside the task description, add sections such as:

    • Pre-trade thesis
    • Entry confirmation rules
    • Management plan
    • Exit notes
    • Post-trade review

  4. Add checklists for steps you follow every time, like:

    • Confirm higher time frame bias
    • Measure reward-to-risk ratio
    • Set alerts or automation
    • Capture chart screenshot

  5. Save this task as a reusable Template in ClickUp.

Now, whenever you open a new trade, you can apply this template and fill it in quickly without missing critical details.

Step 5: Log Each Trade in ClickUp

With your fields and templates ready, you can log trades consistently in ClickUp.

  1. From the Trade Log List, create a new task, or use the “New task from template” option.

  2. Name the task with a clear format, for example: “2025-01-05 EURUSD Long – Breakout”.

  3. Fill in all custom fields for the trade.

  4. Complete the pre-trade and post-trade sections in the description:

    • Why you took the trade
    • Conditions that were present
    • How you managed the position
    • What you learned

  5. Attach screenshots or files directly to the task, such as entry, management, and exit charts.

Each completed task in ClickUp becomes a full record of your decision-making process and outcomes.

Step 6: Use ClickUp Views to Analyze Trades

Organizing and reviewing your journal is easier when you use multiple views inside ClickUp.

Table View for Detailed Metrics in ClickUp

Add a Table View to your Trade Log List so you can see and sort your custom fields like a spreadsheet.

  • Sort by date to review trades chronologically.
  • Filter by strategy to see which setups perform best.
  • Filter by Result (Win/Loss) to study only losing trades.

Board View for Workflow Tracking in ClickUp

Create a Board View grouped by a Status field such as “Planned”, “Open”, “Closed”, and “Canceled”.

  • Drag tasks across columns as trades move from idea to completion.
  • Quickly see all open positions at a glance.

Calendar View to See Trade Timing in ClickUp

Add a Calendar View using the Trade Date field.

  • Spot periods of overtrading or inactivity.
  • Compare your performance by day of week or market session.

These views help you transform ClickUp from a simple log into a dynamic analysis tool.

Step 7: Build a Simple Performance Dashboard in ClickUp

For higher-level insights, you can assemble a basic dashboard using features and principles similar to those shown in detailed trading journal tutorials.

Inside your trading Space in ClickUp you can:

  • Create a Dashboard (if your plan supports it).
  • Add widgets that summarize key metrics, such as:
    • Number of trades per month
    • Win rate per strategy
    • Average R per trade
    • Distribution of wins and losses
  • Link views from your Trade Log for quick access.

This dashboard becomes your weekly or monthly review hub, making it easier to refine rules and reduce emotional decisions.

Step 8: Conduct Weekly Reviews Inside ClickUp

A trading journal is only useful if you review it regularly. ClickUp makes review sessions structured and repeatable.

  1. Create a List called “Weekly Reviews”.

  2. Build a “Weekly Review” task template that includes questions like:

    • What worked best this week?
    • Which mistakes repeated?
    • Did I follow my rules?
    • What one change will I test next week?

  3. Link or mention key trade tasks inside your review task so you can jump back to examples.

  4. Schedule a recurring task in ClickUp to remind you of each review session.

By combining trade tasks, dashboards, and review tasks, your entire improvement loop lives inside ClickUp.

Integrate Your ClickUp Trading Journal With Other Tools

You can expand your system by connecting your ClickUp Space with analysis tools, coaching systems, or automation services described by trading and productivity experts.

For broader workflow and optimization ideas, you can explore resources from specialists such as Consultevo, then adapt those concepts to your own ClickUp trading setup.

Next Steps: Refine Your ClickUp Trading Workflow

Start with a simple Trade Log List, then gradually improve your ClickUp configuration as you gather data and learn what matters most to your style.

  • Capture every trade with the same template.
  • Review your results on a consistent schedule.
  • Use views and dashboards to surface patterns you might miss in raw data.

With a clear structure and regular review habits, your trading journal in ClickUp can become a central part of your edge in the markets.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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