Free Trading Templates & Downloads

Powerful templates to organize your trading and investing

📔

Trading Journal Template

Track every trade with entry, exit, strategy, and P&L details.

  • ✓ Trade date and time
  • ✓ Stock name and entry price
  • ✓ Exit price and P&L
  • ✓ Strategy used
  • ✓ Lessons learned
🛡️

Risk Management Sheet

Calculate position size and manage risk on every trade.

  • ✓ Capital allocation
  • ✓ Risk per trade (%)
  • ✓ Position sizing
  • ✓ Stop loss levels
  • ✓ Risk/Reward ratios
💼

Portfolio Tracker

Monitor all your holdings, P&L, and portfolio composition.

  • ✓ Holdings list
  • ✓ Current P&L
  • ✓ Percentage allocation
  • ✓ Dividend tracking
  • ✓ Performance metrics
🕯️

Patterns Cheat Sheet

Quick reference for all important candlestick patterns.

  • ✓ Reversal patterns
  • ✓ Continuation patterns
  • ✓ Pattern illustrations
  • ✓ Trading signals
  • ✓ Reliability ratings
📅

30-Day Trading Plan

Structured plan to kickstart your trading journey.

  • ✓ Daily learning goals
  • ✓ Practice activities
  • ✓ Strategy development
  • ✓ Paper trading
  • ✓ Progress tracking
📊

Stock Analysis Template

Complete framework for analyzing stocks fundamentally and technically.

  • ✓ Company overview
  • ✓ Financial ratios
  • ✓ Technical analysis
  • ✓ SWOT analysis
  • ✓ Investment rating

How to Use These Templates

📔 Trading Journal

Maintain a daily record of every trade. This is your most valuable learning tool. Track entry reason, exit decision, and lessons learned. Review regularly to improve.

🛡️ Risk Management

Never risk more than 1-2% per trade. Use this sheet to calculate position size before every trade. This protects your capital and ensures survival in the market.

💼 Portfolio Tracker

Monitor your entire portfolio in one place. Track P&L, allocation, and dividends. Review monthly to ensure alignment with your goals.

📊 Stock Analysis

Use this before investing in any stock. Document your research, ratios, and investment thesis. Build a database of analyzed stocks.

Start Your Trading Journey Today

Download our free templates and follow the structured learning paths. Transform from a beginner to a confident trader.

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