Know exactly where your money stands.

Structured, beautiful spreadsheet templates for modern earners — trading journals, portfolio trackers, and wealth planners. One-time purchase, instant download, yours forever.

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Net worth
$527,939 +12%
Auto-calculated · Google Sheets
Net Worth Overview
2026 · live
This year ▾
Net Worth
$0K
▲ 12%
Assets
$0K
▲ 8%
Savings
0%
▲ 3pt
Net worth · 12 monthsActualGoal
4,500+ Templates DownloadedInstant Digital DownloadGoogle Sheets & Excel4.9★ Average RatingDecision-Ready Dashboards 4,500+ Templates DownloadedInstant Digital DownloadGoogle Sheets & Excel4.9★ Average RatingDecision-Ready Dashboards
What's Inside

Structured financial systems for
modern earners.

Whether you're tracking a trading portfolio, managing multiple income streams, or simply trying to understand your net worth — our templates give you clarity without the chaos.

Personal Wealth

Track assets, liabilities, cash flow and net worth over time in one structured system.

  • Net worth dashboard
  • Cash-flow tracking
  • Goal progress

Trading Systems

Turn performance into data-driven decisions with structured trade logs and analytics.

  • Win-rate & P&L
  • Setup analysis
  • Risk tracking

Investment Tracking

See holdings, allocation, dividends and returns across every account, live.

  • Live portfolio value
  • Dividend tracking
  • Allocation view

Budget & Planning

Plan spending, savings and mortgage payoff with clarity and confidence.

  • Monthly budget
  • Savings goals
  • Payoff timelines
The Collection

Best-selling templates.

Clean, ready-to-use financial systems trusted by thousands. One-time purchase, instant download, yours forever.

Wealth PlannerBest Seller
Wealth Planner

Map assets, debts, savings goals and net worth over time in one structured system.

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Investment Tracker
Investment Tracker

Track holdings, allocation, dividends and returns across every account, live.

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Trading Journal
Trading Journal

Log every trade and see win rate, P&L and your best-performing setups.

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Mortgage Planner
Mortgage Planner

Plan payments, compare scenarios and map your payoff timeline with ease.

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How it works

From cart to clarity, in minutes.

1

Buy on Etsy

Secure checkout on Etsy — one-time purchase, no subscription.

2

Instant download

Your template link is delivered the moment you check out.

3

Open in Sheets

Make a copy in Google Sheets or Excel and you're ready to go.

4

Track & decide

Enter your numbers and watch the dashboards do the rest.

Real Results

Loved by thousands of buyers.

Rated 4.9 out of 5 across 300+ reviews on Etsy.

★★★★★

Amazing spreadsheet and brilliant customer support from Chi! I had a couple of queries about FX conversions and she helped with every adjustment within hours. I 100% recommend this to anybody tracking their investment portfolio.

Thomas L.
Staffordshire, UK
★★★★★

In one word: amazing. I had specific requests in mind and Chi immediately understood what I was looking for. The result is clean, clear and beautifully designed — exactly what I needed. Highly recommend to every trader out there.

Rachid W.
Veenendaal, Netherlands
★★★★★

Couldn't be happier! It's easy to use and now that I have a better snapshot of my finances I make smarter decisions. You only fill out a few pages and the rest calculates automatically. I'll 100% purchase from this seller again.

Windy J.
Atlanta, GA

See your whole financial picture — finally.

One-time purchase. Instant download. Works in Google Sheets and Excel. Stop guessing and start deciding from a clear view.

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Where to next
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