Essentials Investing & Trading 模板
8 个高级investing & trading模板，适用于 Excel 和 Google Sheets。
Investment Portfolio Tracker
Track investment holdings across stocks, bonds, and funds. Monitor portfolio value, allocation, and performance in one dashboard.
Stock Trading Journal
Log stock trades with entry, exit, and profit/loss details. Track trading performance over time with running P&L calculations.
Options Trading Journal
Log options trades with contract details, premiums, and outcomes. Track strategy performance across puts, calls, and multi-leg positions.
Crypto Portfolio Tracker
Track cryptocurrency holdings across multiple coins and tokens. Monitor portfolio value, cost basis, and unrealized gains.
ETF and Index Fund Tracker
Track ETF and index fund holdings with cost basis, current value, and performance. Designed for passive investment portfolio monitoring.
Dividend Tracker
Track dividend income from investment holdings. Monitor payment dates, amounts, and yield across dividend-paying stocks and funds.
Capital Gains Calculator
Calculate capital gains and losses from investment sales. Track tax lots with purchase and sale details for tax reporting.
NPV and IRR Calculator
Calculate net present value and internal rate of return for investment projects. Enter cash flows and a discount rate to evaluate potential investments.