Excel Template for Trading Analysis

I keep my daily trade logs in simple CSV files and I’d like a reusable Excel workbook that turns those raw rows into clear, actionable insights. The focus is on automation and clarity rather than flashy visuals—I just want to open the workbook, drop in a new CSV, and let the numbers speak.

Here’s what I need the template to do:
• Cleanly import or copy-paste my daily trade CSV without manual reformatting.
• Calculate profit and loss per trade, plus daily and cumulative P/L totals.
• Summarise trade volumes (total shares/contracts, average size, and any outliers).
• Plot a straightforward trend line or small chart that shows how P/L and volume evolve over time.

Keep formulas transparent so I can audit or tweak them later. A concise dashboard on the first sheet with key metrics, and supporting data/analysis sheets behind it, would be ideal.

I work in Windows with Microsoft 365, so please build using native Excel functions, Power Query, or pivot tables—whatever keeps it fast and easy to refresh. After delivery, a brief walkthrough (screenshots or a short call) showing how to load new CSVs would be appreciated.

If you’ve built similar trading or financial models before, let me know. I’m ready to get started right away and will provide a sample CSV to work with as soon as we agree on the approach.