LibreCalc Stock Position Sizer
Budget: $30 – $250 AUD
I want to pull every step of my equity-only trading workflow into a single LibreOffice Calc workbook so I can size positions, control risk and monitor portfolio exposure at a glance. The sheet must work entirely with long positions in listed securities (no margin, CFDs, or other leverage) and assume capital is continually “reduced” as open risk is committed.
Core logic I need built in
• Risk per trade expressed simultaneously as a % of available capital and a dollar amount.
• Automatic position sizing from current reduced capital so that each entry, as well as two additional pyramid entries, respects the chosen risk %.
• Maximum open risk per position enforced as both a % and $ figure, with real-time checks against reduced capital.
• ATR-driven stop loss, trailing stop and pyramid entry levels – default to 3×ATR but editable per trade.
• Break-even price calculation that updates when pyramid units are added.
• Time-based stop that flags a position X weeks after entry if neither target nor stop has triggered.
Trade & portfolio tracking
• Brokerage costs on both buy and sell legs.
• Live P/L per trade plus an overall summary that shows:
– Number of open trades
– Initial capital, reduced capital, closed trade P/L and open trade P/L (open P/L referenced to current stop, not last price)
– Available cash at bank and total market value.
• Security ticker and name fields for every leg.
• Automatic calculation of quantity to buy/sell, pyramid ATR increments and %-of-equity triggers.
Sheet structure I have in mind
1. Input sheet for global parameters (initial capital, default ATR multiple, max % capital per position, etc.).
2. Trade log where I enter symbol, dates, prices and ATR; the sheet returns quantity, stop levels, pyramid triggers and risk figures.
3. Portfolio dashboard aggregating all open positions and highlighting any breaches of risk rules.
Acceptance check
The workbook should open in LibreOffice 7+ without macros disabled, run on native Calc formulas (no external plugins), and reproduce the calculations from three historical trades I will supply as test data within ±1 unit of quantity and ±0.01 currency variance.
Core logic I need built in
• Risk per trade expressed simultaneously as a % of available capital and a dollar amount.
• Automatic position sizing from current reduced capital so that each entry, as well as two additional pyramid entries, respects the chosen risk %.
• Maximum open risk per position enforced as both a % and $ figure, with real-time checks against reduced capital.
• ATR-driven stop loss, trailing stop and pyramid entry levels – default to 3×ATR but editable per trade.
• Break-even price calculation that updates when pyramid units are added.
• Time-based stop that flags a position X weeks after entry if neither target nor stop has triggered.
Trade & portfolio tracking
• Brokerage costs on both buy and sell legs.
• Live P/L per trade plus an overall summary that shows:
– Number of open trades
– Initial capital, reduced capital, closed trade P/L and open trade P/L (open P/L referenced to current stop, not last price)
– Available cash at bank and total market value.
• Security ticker and name fields for every leg.
• Automatic calculation of quantity to buy/sell, pyramid ATR increments and %-of-equity triggers.
Sheet structure I have in mind
1. Input sheet for global parameters (initial capital, default ATR multiple, max % capital per position, etc.).
2. Trade log where I enter symbol, dates, prices and ATR; the sheet returns quantity, stop levels, pyramid triggers and risk figures.
3. Portfolio dashboard aggregating all open positions and highlighting any breaches of risk rules.
Acceptance check
The workbook should open in LibreOffice 7+ without macros disabled, run on native Calc formulas (no external plugins), and reproduce the calculations from three historical trades I will supply as test data within ±1 unit of quantity and ±0.01 currency variance.