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IMPORTANT
This file is only compatible with Microsoft Excel. It has not been tested on Apple. Please try the trial version of this file before purchasing, which is available on the website.
This is an instant digital download and all sales are final. Returns, exchanges, or order cancellations are not accepted. If you are unsure about whether the file will work for you, please test the trial version first.
PRODUCT OVERVIEW
The Stock Trading Template is designed to help you accurately enter stock trades, view your balances, and monitor how your investments are performing.
Key Benefits & Features:
- Simple Data Entry – Using a form, enter your transactions to buy or sell stocks, record dividends, enter contributions or withdrawals.
- Test Different Strategies – By classifying transactions into different strategies, you can see how different approaches are doing compared to one another.
- Reporting – Monitor your stock portfolio’s value by month, and see your overall performance.