Use a spreadsheet for custom analysis, not as a daily review obligation

A spreadsheet can be the right tool for a bespoke model, a one-off audit or a calculation you want to design yourself. An iPhone journal is useful when the job is capturing trade context while it is fresh and returning to the same review habit consistently.

  1. Let the spreadsheet own the custom model
    Keep genuinely custom calculations, scenarios or research where you can inspect and maintain the formula yourself. Proloca is not a replacement for every spreadsheet; it is a purpose-built place to keep daily records, supporting evidence and review context together.
  2. Let the iPhone journal own the daily record
    Log or import the trade, then retain the market, session, fees, account, notes, screenshots and psychology or execution context beside it. That reduces the work of reconstructing why a result happened after the chart, rule or feeling has faded from memory.
  3. Choose one source for each review question
    Avoid maintaining the same metric in two places without a clear purpose. For example, use Proloca to review the trades contributing to drawdown or a behavior tag, and use a spreadsheet only for the separate calculation it is uniquely suited to answer.
  4. Move history deliberately, not continuously
    Import a defined CSV history when you want it available for review, then export when you need a portable record or a custom analysis. This keeps the boundary explicit and avoids mistaking file transfer for live broker synchronization.

Neither a spreadsheet nor Proloca predicts a trade outcome. The useful question is whether your record is complete enough to review a decision without rewriting the story after the result.