Professional Excel & AI templates,
built for finance professionals
Download and use immediately. Every template is built to professional standards — the same tools used by financial advisors, wealth managers and corporate finance teams.
Portfolio Tracker Pro 2026
Professional Excel portfolio tracker with automatic dashboard, allocation charts, benchmark comparison and a pre-filled example. Compatible with Excel 365 & Google Sheets.
- Dashboard with allocation pie & bar charts
- Holdings, Transactions & Performance tabs
- Benchmark vs S&P 500, CAC 40 & MSCI World
- Gain/Loss, weights & conditional formatting
- Pre-filled 10-position example portfolio
Portfolio Tracker Pro 2026 — Premium
The complete wealth management suite. 11 tabs, 1,400+ formulas, zero errors. The tool serious investors and financial advisors actually use.
- VaR 95%, Sharpe, Sortino, Beta & 8 stress tests
- 12-month dividend calendar + 5-year projection
- Tax & capital gains with flat tax estimate
- Rebalancing engine with buy/sell order calculation
- Print-ready client report — hand directly to clients
Risk Analysis Dashboard Pro 2026
Professional Excel risk analysis dashboard for investors and finance teams. Quantify, visualize and manage portfolio risk with institutional-grade metrics.
- VaR, CVaR, Sharpe, Sortino & Treynor ratios
- Monte Carlo simulation & stress testing
- Correlation matrix & diversification score
- Max Drawdown, Beta & volatility analysis
- Visual risk heatmaps & scenario dashboards
Tax Optimizer — Capital Gains Calculator 2026
Capital gains tax calculator for US and Canadian investors. Estimate your tax liability, optimize your strategy and prepare for tax season — all in Excel.
- US federal + state capital gains tax calculator
- Canada CRA capital gains rules (50% inclusion)
- Short-term vs long-term gain optimization
- Tax-loss harvesting suggestions
- Annual tax report ready to export
Dividend Income Tracker & Forecaster Pro 2026
Track dividend income, forecast future payments and build a passive income calendar — all in one professional Excel template.
- 12-month dividend calendar by position
- 5-year income projection (3 growth scenarios)
- Dividend yield, payout ratio & growth tracking
- Portfolio income vs target comparison
- Tax withholding estimates by country
Finance Pro Bundle 2026 — All 4 Templates
Risk Analysis Dashboard + Tax Optimizer + Dividend Tracker + Portfolio Tracker Premium. Everything a serious investor needs. Save $65 vs buying separately.
- All 4 premium templates included
- Portfolio Tracker Pro Premium ($97 value)
- Risk Analysis Dashboard Pro ($79 value)
- Tax Optimizer US & Canada ($79 value)
- Dividend Income Tracker & Forecaster ($59 value)
Not sure which template to start with? Get the bundle and save $65 →