VBA Trade Journal Automation Enhancements

via Freelancer ·

Budget / SalaryA$30–250
TypeFreelance project
LocationRemote
Posted2 hours ago
I have a working Word-to-Excel trade journal that now needs a round of equal-weight upgrades on both sides of the workflow—Excel for the data logic and Word for the front-end touch-ups.

Excel side
• Insert a new 12-month performance table on the Overview sheet. I’ll input Start and End Balances manually; the sheet must calculate the percentage change and shade it green for gains, red for losses.
• Streamline the Strategy and Candle Pattern dropdowns so they list only valid, non-duplicated choices and remain easy to maintain.
• Map every Technical Analysis Pattern in the dropdown directly to its own pre-configured worksheet. This should eliminate the current dynamic-tab reference errors.
• Audit and fix the behind-the-scenes formulas that roll data from all pattern sheets into the main summary, ensuring totals stay accurate no matter how many trades I log.

Word side
• Relocate the Export macro button into the existing filter section for a cleaner layout.
• Resize the Post Trade Review text box so longer reflections aren’t clipped.

Everything is already built in VBA, so I want clean, well-commented updates that slot straight into the existing modules without breaking current functionality. Once finished, the journal should calculate correctly, look tidy, and export seamlessly—ready for my next trading session.
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