8 Free Templates
Free Investing & Trading Templates for Excel & Google Sheets
Portfolio trackers, trading journals, and investment analysis tools.
About These Investing & Trading Templates
Portfolio trackers, trading journals, and investment analysis tools. Each template includes a dashboard with key metrics, formula-driven calculations, and realistic sample data. Download any template instantly - they work in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required.
All Investing & Trading Templates
Investment Portfolio Tracker
Holdings with ticker, shares, cost basis, current price, and gain/loss.
Stock Trading Journal
Trade log with entry, exit, size, and P&L per trade.
Options Trading Journal
Options trade log with strategy, strikes, and net P&L per trade.
Crypto Portfolio Tracker
Crypto holdings with coin, units held, cost basis, and current value.
ETF & Index Fund Tracker
Passive investment portfolio with expense ratio and performance.
Dividend Tracker
Dividend-paying positions with annual income and yield.
Capital Gains Calculator
Simple short-term vs long-term gains tax estimate for a single sale.
NPV & IRR Calculator
Net present value and simple ROI for a 5-year cashflow project.
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