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Free trading templates and spreadsheets, all in one place

Every template here is free to download, with no email and no sign-up. Five spreadsheets that do the math for you, a plain trading journal, and two printable options cheat sheets. Each one has a guide and a matching calculator.

Beginner guide · 12-minute read · Updated 2026-11-01

Every free template, at a glance

Pick the one that fits the job. Every file is free, has no macros and asks for nothing. Click and it downloads.

Not sure where to start? If you sell options, start with the journal and the wheel tracker. If you're new, start with the trading plan. Rules come before trades.

How to open a template in Excel, Google Sheets or Numbers

The five spreadsheets are .xlsx files. That's the normal Excel format, and every big spreadsheet app reads it.

Excel (Windows or Mac). Double-click the file. If a yellow bar says Protected View, click Enable Editing. Windows adds that bar to files that came from the internet.

Google Sheets (any computer, free).

1. Go to Google Drive and click New, then File upload. Pick the file.
2. Open it. If you see a ".XLSX" tag next to the name, click File, then Save as Google Sheets.
3. Work in the Google Sheets copy. Formulas and drop-down lists carry over.

Numbers (Mac, iPhone, iPad). Open the file, and Numbers turns it into a Numbers sheet. If a drop-down list doesn't come across, type the word exactly as the How to use tab lists it, like "Assigned" or "Called away".

On a phone. The free Google Sheets app opens the same copy you made on Drive. Typing a row on a phone works fine. Reading the whole sheet is easier on a computer.

The CSV journal is plain text in columns. It opens in all of the above, and even in a text editor. The two PDFs open in any browser and print on one page each.

How every spreadsheet works

All five follow the same rules, so once you know one, you know them all.

• A How to use tab comes first. It explains every column in plain words.
• Blue cells are yours. Type in those.
• Grey cells fill in by themselves. Don't type over them, or you'll erase a formula.
• Example rows are marked "Example - delete me". They show how it works with made-up round numbers. Delete them before you start.
• A summary adds it all up. Four of them have a Summary tab. The trading plan keeps its summary box on the Calculator tab. Nothing to type there.
• No macros, no links to the web. The file doesn't phone home. Your trades stay on your computer, or in your own Google Drive.

Want to add a column? Add it to the right of the last one. The formulas won't mind.

The options templates

Wheel strategy tracker

For the wheel strategy: sell a put, maybe get the shares, sell calls on them until they're called away. One row per put or call. It works out the net premium on each, the premium collected so far in that cycle, the cost basis per share after assignment, and the cycle result when the shares are called away. The Summary tab counts how many finished cycles lost money.

How to use the wheel tracker. Matching tools: the wheel strategy calculator and the cost basis after assignment calculator.

Covered call tracker

For people who already own shares. A Shares tab (one row per stock) and a Calls tab (one row per call). It shows your break-even, your share value change, your total so far, and the result if called away for every call, before you sell it.

How to use the covered call tracker. Matching tools: the covered call calculator and the 50% profit target calculator, which gives the buy-back price for a sold option.

Options trading journal

For any option trade: puts, calls, sold or bought. You log the reason and whether you followed your rules. It works out each trade's result, then your win rate, average win, average loss, and your result when you followed your rules next to your result when you broke them.

How to use the options journal. Matching tools: the expectancy calculator and the days to expiration calculator.

Two printable cheat sheets

One page on the Greeks in plain words, with the plus and minus signs for buyers and sellers. One page of strategies grouped by what you expect the stock to do, with max gain, max loss and break-even as formulas in words.

What's on the options cheat sheets. Matching tool: the options strategy payoff calculator.

The money and planning templates

Dividend and premium tracker

One row per month. You type what your holdings were worth at the start and the end, plus the dividends and option premium you collected. It shows cash collected right next to value change, and flags every month where the holdings fell by more than the cash.

How to use the dividend and premium tracker. Matching tools: the dividend calculator and the dollar-cost averaging calculator.

Trading plan template

A Plan tab with questions in six parts: why and what, entry rules, size caps, exits, things you never do, and your review routine. Then a Calculator tab that turns account × risk % ÷ (entry − stop) into a share count and checks each trade against the caps you wrote.

How to use the trading plan template. Matching tools: the position size calculator and the daily loss limit calculator.

Trading journal (CSV)

A plain journal for stocks, forex and crypto: date, market, timeframe, long or short, your setup in one sentence, entry, stop, target, risk in $, result in units of risk, rules followed, mistake, how you felt, notes. No formulas, so it can't break.

How to keep a trading journal. Matching tools: the stock profit calculator and the crypto position size calculator.

One trade, three templates: why one sheet isn't enough (hypothetical)

A made-up company, Northwind Freight, trades at $42. You sell one $40 put for $1.00. The stock drops and you're assigned 100 shares at $40. By the end of the month the shares are at $36.

Here's what each template says about that same trade:

All three are correct. The journal is right that the option made $100. The wheel tracker is right that your shares cost you $39 each. And the dividend and premium tracker is right that, all in, you're $300 behind this month: −$400 on the shares, +$100 from the premium.

This is why the templates are built the way they are. A sheet that only adds up premium will tell you that you won. Put the cash next to the price change, and the truth shows. We'd rather you see the −$300 on a spreadsheet than find it in your account later.

What these templates won't do

We left some things out on purpose.

• No live prices. You type the price yourself. That keeps the files simple, private and working offline.
• No income projections. Taking one month and multiplying it by twelve is a guess dressed as a number. Ours record what happened. They never project what might.
• No picks. No template suggests a stock, a strike or a trade.
• No tax math. Taxes depend on your country and account. Keep your broker's tax forms, and check the rules with the CRA in Canada, the IRS in the US, or a tax pro.

A note on accounts: the sheets don't care what kind of account you use. In Canada, a TFSA or RRSP can hold covered calls at most brokers, but cash-secured puts depend on the broker. Use a separate copy of each sheet for each account.

Making the templates part of your week

A template only helps if you open it. A simple routine:

1. Before you trade: read your trading plan. Size the trade on its Calculator tab.
2. When you trade: add the row to your journal, with the reason, before you click buy or sell.
3. When a trade ends: fill in the close price and what happened. Add the row to the wheel or covered call tracker if it's part of one.
4. End of the month: add one row to the dividend and premium tracker.
5. Once a week: read each Summary tab. Ask what your rule breaks cost you, and change one rule at most. Journaling prompts for traders has questions to ask.

Ten minutes a week. That's the price of knowing exactly where you stand.

Questions