Investing Ultimate Pack
8 templates included
Eight templates for active investors: portfolio tracker, stock and options trading journals, crypto portfolio, dividend tracker, capital gains, NPV/IRR analysis, and an ETF tracker.
One-time purchase. Lifetime updates.
What's Included
Templates in This Pack (8)
Every template included in this pack, at one discounted price.
Investment Portfolio Tracker Ultimate
$19Comprehensive portfolio management with 50 holdings, dividends, allocation targets, and year-over-year performance.
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Stock Trading Journal Ultimate
$19Advanced trading journal for up to 200 trades with performance summary, monthly P&L, strategy analysis, and risk metrics.
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Options Trading Journal Ultimate
$19Specialized options trading journal for up to 150 trades with strategy analysis, Greeks tracking, monthly P&L, and expiration calendar.
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Crypto Portfolio Tracker Ultimate
$19Complete cryptocurrency portfolio management for up to 50 holdings with transaction log, DCA tracking, tax lot tracking, and allocation analysis.
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Dividend Tracker Ultimate
$19Comprehensive dividend income tracking for up to 30 holdings with dividend history, monthly income projections, yield on cost analysis, and DRIP calculator.
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Capital Gains Calculator Ultimate
$19Tax lot tracking with sensitivity analysis, 3 tax scenarios, wash sale detection, and annual tax summary.
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NPV & IRR Calculator Ultimate
$19Multi-project investment analysis with 15-year projections, sensitivity at 9 rates, and project ranking.
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Etf Index Fund Tracker Essentials
$12Track ETF and index fund holdings with cost basis, current value, and performance. Designed for passive investment portfolio monitoring.
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Why This Template Works
Everything in one pack
Multiple templates that work together - no need to buy each one separately.
Easy to use
No setup required. Open the file and start using it immediately.
Works in Excel and Google Sheets
Open in your preferred spreadsheet app - no macros, no add-ons.
Free lifetime updates
Every time we improve a template in this pack, you get the update at no extra cost.
Private by default
Your data stays in your spreadsheet. Nothing syncs to a server, nothing leaves your device.
One-time purchase
Pay once, keep it forever. No subscription, no recurring charges.
Got Questions?
Frequently Asked Questions
What's included in this bundle?
This bundle includes multiple premium spreadsheet templates that work together to give you a complete financial planning system. Each template is fully functional on its own, but they're designed to complement each other for comprehensive financial management.
How do I access the templates after purchase?
After purchase, you'll receive instant access to all templates in the bundle. Each template is a Google Sheets file that you can copy to your Google Drive and start using immediately. No software installation required.
Can I use the templates separately?
Yes, each template in the bundle works independently. You can use them separately based on your needs, or use them together for a more comprehensive financial planning system.
Do I get lifetime access to all templates?
Yes, your one-time purchase gives you lifetime access to all templates in the bundle, plus any future updates we make to improve them. No recurring fees or subscriptions.
Is buying the bundle better than individual templates?
Bundles offer significant savings compared to buying templates individually. You get all the templates at a discounted price, making it a good value if you need multiple financial planning tools.
Do you have access to my financial data?
No, we never have access to your financial data. All templates run in your own Google Sheets account, and your data stays completely private and secure on your Google Drive.
Can't find the answer you're looking for? Contact our team
One-time purchase
8 templates included:
Investing Ultimate Pack
Eight templates for active investors: portfolio tracker, stock and options trading journals, crypto portfolio, dividend tracker, capital gains, NPV/IRR analysis, and an ETF tracker.