Free trading and investing templates
Spreadsheets you can download and use today: a trading journal, a written trading plan, portfolio, dividend and net worth trackers. Each one opens in Excel or Google Sheets, has working formulas, and ships with a filled example so you can see how it works before you add your own numbers.
- 5 free templates
- Excel (.xlsx) + Google Sheets
- Working formulas
- Filled example tab
- No signup
Trading
Trading journal template
Log every trade and get win rate, profit factor, expectancy in R and $, losing streaks and rule adherence automatically.
View template →Trading plan template
Write your goals, setups and risk rules in one workbook, size each trade with the built-in calculator and log every rule change.
View template →Investing
Stock Portfolio Tracker
Log buys and sells once; the sheet works out shares held, average cost, market value, P/L, allocation and a simple S&P 500 comparison.
View template →Dividend Tracker
Track forward dividend income, yield on cost and current yield, log every payment, and see income by month with a chart and a DRIP what-if.
View template →Personal finance
Templates are educational tools, not financial advice. Examples use made-up sample positions, clearly labelled as examples. Check formulas against your broker statements before relying on any total.