Popular Stock Trading Excel Templates and Spreadsheets

Two of the toughest parts of stock trading are managing and analyzing open trades, and keeping tabs on your trading history – most market-related software doesn’t do it well enough, nor does it give an investor the flexibility of tweaking that information. There are, however, a handful of free and cheap Excel-based templates and spreadsheets traders may find to be great additions to their toolbox. Here’s a closer look.

Free Excel Templates

eTikr (available through various download sites, free of charge) – Though described simply as ‘Free Stock Quotes for Excel’, the eTikr Excel add-in does much more than merely offer stock quotes. The tool also proved a portfolio page, watchlist page, and can even indicate the current values for key technical indictors like moving averages and trading ranges. And, when utilizing the streaming quotes option, custom stock screens can be created.

StockWatch, from BreakTru (http://www.breaktru.com/stock.html) – Designed primarily as a way to track a portfolio’s historical trades, StockWatch does include a quote update feature. It’s one of the very best pure stock trading trackers out there though, in that it’s simple and intuitive.

The spreadsheet is broken down into two pages… open trades, and closed trades. Both are displayed chronologically (from top to bottom), and the simple click of the mouse will send an open trade to the closed trade page, along with the correct entry and exit price (and dates) information.

Fat Pitch Finder (http://www.fatpitchfinancials.com) – A simple yet heavy-duty way of discovering a stock’s intrinsic value based on data such as free cash flow, ROI, and other fundamental information.

Microsoft/MSN MoneyCentral Stock Quotes – If all that’s needed is a simple stock quite utility, and if delayed quotes are fine (most quotes are delayed anyway), then the stock quote feature already built into most versions of Excel will be adequate. The advantage of utilizing this Excel feature is that it can also allow a user to deign a template or spreadsheet from the ground up, using the free data provided by the automated link to MSN MoneyCentral.

Commercial Excel Templates

AnalyzerXL (http://www.analyzerxl.com/products.htm) – AnalyzerXL is actually a suite of Excel templates, offering solutions for a variety of stock trading – and option trading – needs. For instance, the flagship ‘AnalyzerXL’ template is used to create technical analysis charts, while ‘PortfolioXL’ is a comprehensive portfolio monitor in addition to maintaining a portfolio’s trade history. Other add-ins include backtesting, an auto-updated quote monitor, and a predicting utility that displays the most likely prong for a stock in the future based on its history.

Different packages of these Excel tools are available from AnalyzerXL.

ESQuotes – (http://www.esquotes.com) – A basic stock quote monitor for Excel, and at a nominal price ($14.95). The advantage to the ESQuotes add-in is that most of the data (depending on availability and registration status) is in real time, and it streams.



Though not available to any degree when first launched, Google Docs’ spreadsheet function is well-linked with GoogleFinance, and can easily import not just stock price information into a spreadsheet, but a variety of fundamental and news data as well. Though the ‘templates’ are few and far between at this point, more are coming.

And, given the seamless integration with GoogleFinance information, a creative and semi-experienced user of GoogleDocs may find Google’s wider variety of importable market data is better suited for building a robust – and different – type of stock analysis spreadsheet.

Photo via Collin Anderson