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Buy it once, not as a subscription.

Ready-made spreadsheet templates — trading journals, portfolio and dividend trackers — for Excel and Google Sheets. You open them in your own spreadsheet and fill them in with your own numbers. One price, paid once — no licence fee, no renewal.

How delivery works

  • Payment and delivery are handled by Gumroad, who are the merchant of record. Your download link appears on the confirmation screen and arrives by email the moment payment clears.
  • Your files live in your Gumroad account rather than in your library here. Using the same email address for both keeps everything easy to find.
  • Refunds are handled by Gumroad under the policy shown to you at checkout.

Templates — 7

Spreadsheets and documents set up and ready to use — open, fill in your own numbers, and work.

TradeReview AI — Trade Review System

Your journal already knows why you lose; it just cannot tell you. Log trades as normal, open the AI Export tab, select one column and copy — every statistic is already assembled as plain text: win rate by strategy, by setup grade, by session and by recorded state of mind, the running cost of every rule you broke, and your last fifteen trades in full. Paste it into Claude or ChatGPT with one of 24 review prompts. No add-in, no API key, no account and no macro, which also means nothing leaves your computer until you decide it does. Excel and Google Sheets.

$11one-time
Buy

NetWorthDesk — Multi-Account Portfolio Consolidator

Hold the same stock at two brokers and in a tax-wrapped account, some bought in dollars and some in pounds, and no statement you own tells you your real position. Enter one row per holding per account, in the currency you actually traded in, and this converts everything to your base currency and collapses the duplicates into one line: total quantity across every account, and a blended average cost that accounts for the different prices and currencies you bought at. It also gets the currency right in the way that matters — cost is converted at the rate on the day you bought, not today's. Excel and Google Sheets.

$11one-time
Buy

DividendDesk — Portfolio & Dividend Tracker

A portfolio tracker built around when the money actually arrives. Enter a holding — ticker, shares, what you paid, what it pays — and the workbook derives cost basis, market value, unrealised gain, portfolio weight, annual income, current yield and yield on cost. Then it builds a twelve-month dividend calendar: tell it a holding pays quarterly starting in March and it fills March, June, September and December on its own. That calendar is the point — it is the view that shows you which months are thin, which is the thing you can act on. Excel and Google Sheets.

$11one-time
Buy

CryptoLedger — Crypto Portfolio & FIFO Tracker

Every crypto tracker adds up what you hold. This one answers the question that costs money at tax time: when you sold, which units did you sell? Record a sale and the workbook finds your oldest unsold lots of that asset, draws from as many separate purchases as the sale needs, and reports cost basis, proceeds net of fees and realised gain. That is FIFO, worked out for you. Fees are handled properly — added to cost on a buy, deducted from proceeds on a sell — and staking rewards and airdrops create a cost lot at the value on the day. Excel and Google Sheets.

$11one-time
Buy

PipPerfect — Forex Trading Journal

A journal that thinks in pips, lots and sessions rather than a stock journal with forex bolted on. Pick your pair and it already knows the pip size and pip value — you never type either. Enter four prices and a lot size and it derives pips risked, pips gained, money at risk, risk as a percentage of the account, planned reward-to-risk, gross P/L, swap, commission, net P/L and your R multiple. Then it breaks the record down by trading session and by pair, in both dollars and pips. 28 majors, crosses and metals come prefilled and every one is editable to match your broker.

$11one-time
Buy

OptionsIncome — Options Trading Journal

Most options trackers add up premium. This one weighs the premium against the capital it tied up. Log a position and the workbook derives gross premium, capital deployed, net P/L, return on that capital, and the annualised figure that finally makes a 9-day put and a 45-day put comparable. Handles cash-secured puts, covered calls, the wheel, spreads and long options — including the two cases hand-built sheets get wrong: an option expiring worthless keeps the whole credit with the closing premium left blank, and moneyness flips correctly between puts and calls. Excel and Google Sheets.

$11one-time
Buy

TradeMindAI — Trading Journal

A trading journal that tells you why, not just what. Log a trade in about forty seconds and the workbook derives the rest: position size, risk, planned reward-to-risk, P/L, R-multiple, win rate, profit factor, expectancy, drawdown and your running balance. Then it breaks those down by setup, by session and by the rules you broke. Built for stocks, options, futures, forex, crypto, ETFs and commodities, with short trades calculated correctly — a detail most templates get wrong. Microsoft Excel and Google Sheets, 500 trade rows ready, no add-ons and no subscription.

$11one-time
Buy

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