Ultimate Investing & Trading Templates
7 advanced investing & trading templates for Excel and Google Sheets.
Investment Portfolio Tracker Ultimate
Comprehensive portfolio management with 50 holdings, dividend tracking, sector allocation targets, year-over-year performance, and rebalancing analysis.
Capital Gains Calculator Ultimate
Comprehensive tax lot tracking with 50 transactions, tax bracket sensitivity analysis, 3-scenario comparison, wash sale detection, and detailed annual tax summary.
NPV & IRR Calculator Ultimate
Multi-project investment analysis comparing up to 3 projects with 15-year cash flow projections, sensitivity analysis at 9 discount rates, and project ranking by NPV, payback, and profitability index.
Stock Trading Journal Ultimate
Advanced trading journal for up to 200 trades with performance summary, monthly P&L, strategy analysis, and risk metrics.
Options Trading Journal Ultimate
Specialized options trading journal for up to 150 trades with strategy analysis, Greeks tracking, monthly P&L, and expiration calendar.
Crypto Portfolio Tracker Ultimate
Complete cryptocurrency portfolio management for up to 50 holdings with transaction log, DCA tracking, tax lot tracking, and allocation analysis.
Dividend Tracker Ultimate
Comprehensive dividend income tracking for up to 30 holdings with dividend history, monthly income projections, yield on cost analysis, and DRIP calculator.
Looking for free templates?
We also offer free investing & trading templates with basic features. Try them first, then upgrade to Ultimate.