Copyright 2015 MarketInsidersClub.com - Dynamic Wealth Financial Inc.

- All Rights Reserved

Money Management Calculator
1. Account Details
Account Size
% Risk
Max $ Risk
30% Portfolio Max

2. Trade Details
$10,000
2.0%
$200
$3,000

30% Override # Shares

150

Shares
$ Entry
Initial Stop
Commissions
% Max Loss
$ Max Loss
Total Cost

4. Exit Strategies
ATR Value
20ma Value

250
$20.00
$19.20
$20.00
4.38%
$220.00
$5,020.00

5. Trade Analysis
0.85
19.25

MAP
5xMA

$18.350
$23.500

Pivot Target 1
Pivot Target 2
Target Reward
R (Risk/Share)
Reward/Risk

% MAP Gain/Loss
% 5xMA Gain

-8.86%
16.72%

E % Return
E $ Profit

$23.00
$25.00
4.00
(0.80)
5.00
19.21%
$580.00

Important: Edit only the blue cells. The black & red cells are automatically calculated.
How To Use This Spreadsheet:
1. Account Details
Set your trading account size (Account Size) and how much you are willing to risk on a trade (% Risk).
2. Trade Details
Set your entry price ($ Entry) your initial stop loss (Initial Stop) and add your brokerage costs (Commissions).
This gives you the recommended share size.
If you're using the 30% max rule ensure the total cost does not exceed the portfolio max field (30% Portfolio max)
3. Actual Trade Size
If it does exceed portfolio max use the share size recommended in the override field (30% Override # Shares)
If it does not exceed the 30% portfolio max use the shares total from box 2 (Shares) and round up or down as needed.
Add actual # of shares you intend to buy/sell to the share total (Shares) field in box 3
4. Exit Strategies
Add the ATR value from previous closing price
Add the 20 period moving average price from the previous close
The Moving Average Pierce (MAP) AND 5xMA (5xMA) will be automatically calculated for you

% MAP Gain/Loss: Gives you gain/loss if you sold using MAP at current figures (don't forget you do not use the MAP un % 5xMA Gain: Gives you a projected gain if the 5xMA was hit 5.Initial stop) Reward/Risk: Target reward/Risk per Share gives you the reward to risk multiple. . Trade Analysis Add your pivot targets (Pivot Target 1)(Pivot Target 2) Target Reward: Gives you the average profit per share if both targets were met R (Risk/Share): Gives you total risk per share (Entry . Trade Analysis Add your actual price exits ($ Exit 1) ($ Exit 2) R Multiple: The trades actual reward to risk figure Copyright 2015 MarketInsidersClub.All Rights Reserved .Dynamic Wealth Finanical Inc. Ideally this number should be higher t E % Return/E $ Profit: Your expented profit for the trade 4.com .

Actual Trade Size Shares $ Entry Initial Stop Commissions % Max Loss $ Max Loss Total Cost 150 $20.54% $409.80) 3.58 A % Return A $ Profit 13.00 4.020.86 2.00 Follow me on Twitter Subscribe to my Youtube Channel 6. tfolio max field (30% Portfolio max) e field (30% Override # Shares) hares) and round up or down as needed.00 risk on a trade (% Risk). Trade Analysis $ Exit 1 $ Exit 2 Profit/Share Risk/Share R Multiple $22.86 (0.00 $19.20 $20. culated for you Visit my Blog for more training .00 $3.All Rights Reserved Join me on Facebook 3..86 $22. rokerage costs (Commissions).64% $140.

s (don't forget you do not use the MAP until it exceeds your initial stop le.All Rights Reserved . Ideally this number should be higher than 3 .

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00 BUY Symbol Date Quantity Price Commision ddd fff sss xzc xzy 14-Feb-09 4-Apr-09 14-Apr-09 23-Apr-09 20-Sep-10 300 500 600 500 150 $48.com .21 Open Positions: $0.com Win % No.Dynamic Wealth Financial Inc.00 28-Feb-09 8-Apr-09 23-Apr-09 30-Apr-09 30-Sep-10 $55.50 77.Copyright 2015 MarketInsidersClub.860 SHORT Symbol Date Quantity Price Commision DSD SDF CVB xyz 23-May-09 12-Jan-09 13-Jan-09 20-Sep-10 500 1.00 $10.420.00 $19.00 $21.DaveGagneblog.00 $23.00 3.010.89 $1.000 $34.010.410.510.410 $25. Losses: Avg Result: Avg Win: Avg Loss: Win/Loss Ratio: 7 2 $1.500 $21.510.000 $18.86 $615.00 $10.000 $10.000 300 $15.56 10.455.00 $25.22% Avg Trade Size: Avg Trade (days): Reward/Risk 9 $14.33 Initial Capital: Additional Capital: Subtracted Capital: Total Cash Input: Current Worth: Profit/Loss: Net Profit: 3.00 $10.All Rights Reserved Trading Journal www.00 $10.00 30-May-09 28-Jan-09 29-Jan-09 30-Sep-10 $13.500 $17.00 $9.000 $56.00 $10.420 $23.976.010.00 $3.00 Taxes Total Date Price $7.000 $20.000 1.000 $25. .00 Taxes Total Date Price $14.870 .010.00 $10.400.00 $7.78% Number of Trades: 22.000 $23.200 $26.000 $10. Wins: No.210.000 $32.00 $10.600 $22.000 $42.

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010.490.00 $10.00 $10.00 Taxes .00 $10.00 $21.760.00 $180.000 $22.44% 13.ights Reserved ournal eblog.990.com Initial Capital: Additional Capital: Subtracted Capital: Total Cash Input: Current Worth: Profit/Loss: Net Profit: $10.00 $3.70% -2.00 $26.480.00 $0.00 9.00 ($220.080.00 $27.838.00) $409.00 $7.00 $10.419.00 $1.00 SELL Commision Taxes $10.00 ($1.00 $1.800.00 $750.430.08% Winners: Losers: Commisions: Taxes: $13.000 $0 $0 $10.00 126.210.00 $10.171.00 $2.00 $10.608.790.59% 14 4 9 7 10 Total Profit/Loss Percent Days $6.980.00 $1.00 $20.608 $12.97% 4.00 $6.00 $8.99% 7.230.00 14.51% 7 16 16 10 COVER Commision $10.690.00) $339.22% 7.00 $10.43% 33.00 Total Profit/Loss Percent Days $16.82% -3.