Essentials Investing & Trading Templates
8 investing & trading spreadsheet templates with dashboards, charts, and expanded capacity. One-time $19 per template.
Investment Portfolio Tracker
A name beside every ticker and a percentage return on each position, so holdings of very different sizes can be compared. The Essentials Investment Portfolio Tracker spreadsheet template carries 20 holdings, works out market value and gain per position, and puts total portfolio value and total gain on a dashboard with a chart of how the value splits between holdings. Google Sheets and Excel, one file. No macros, no VBA.
Stock Trading Journal
Each of the thirty rows is one side of a trade, so buys and sells are logged apart and the cash flow takes its direction from the side, its size from the quantity and price, and its fees netted in. The Essentials Stock Trading Journal spreadsheet template settles a realised figure on closing rows against what you paid for that ticker, and an open position stays visible as a buy with no sell against it. Two working sheets and a chart, Google Sheets or Excel. No macros, no VBA.
Options Trading Journal
Pick the leg you traded and the money works itself out - direction, premium, contract count and fees all folded into one cash flow. The Essentials Options Trading Journal spreadsheet template handles opening and closing legs in both directions so the sign follows the action, nets fees into the result rather than reporting them separately, holds thirty trades on a single log, and shows the net total, the win rate and the number logged on a dashboard. Google Sheets and Excel. No macros, no VBA.
Crypto Portfolio Tracker
Percentage return sits beside value and gain on every one of twenty holdings, so a small position that doubled is tellable from a large one that drifted. The Essentials Crypto Portfolio Tracker spreadsheet template takes coin, symbol, quantity, average cost and current price per row, with a Dashboard carrying total value, total gain, overall return, total cost basis and how many holdings are ahead. Two working sheets and an allocation chart. Google Sheets and Excel. No macros, no VBA.
ETF & Index Fund Tracker
Cost basis against current value on fifteen funds, and the gain, the overall return and each holding's share of the portfolio all follow from that pair. The Essentials ETF & Index Fund Tracker spreadsheet template records the annual charge per fund and weights it by holding size instead of averaging it flat, then reports the whole portfolio on a Dashboard. Two working sheets and an allocation chart. One file for Google Sheets and Excel. No macros, no VBA.
Dividend Tracker
Payments logged as they land, thirty rows deep, each carrying both dates - the one that decided entitlement and the one the money arrived. The Essentials Dividend Tracker spreadsheet template records the shares held at entitlement, so a historic payment stays correct after the position changes, and derives the amount from those shares and the declared dividend per share. The qualified marker is yours to set. Google Sheets and Excel, one file. No macros, no VBA.
Capital Gains Calculator
Twenty tax lots on one list, with the days held and the short or long term classification derived from the purchase and sale dates rather than typed. The Essentials Capital Gains Calculator spreadsheet template carries losses through the totals as negatives, where they belong, and keeps a short-term and a long-term rate in labelled cells you control. Three working sheets and a dashboard. Google Sheets and Excel. No macros, no VBA.
NPV & IRR Calculator
Ten years of expected cash flow, each discounted back to today beside the amount you entered. The Essentials NPV & IRR Calculator spreadsheet template adds the internal rate of return, which the free build does not calculate, reads the payback period from the discounted flows rather than the raw ones, and gives a profitability index for comparing projects of different sizes. Google Sheets and Excel, one file. No macros, no VBA.
Not sure which to pick?
Try the free version of any investing & trading template first. When you're ready for the dashboard and extra capacity, upgrade to Essentials - a one-time $19 purchase.