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Free Resources

This is page is all about resources to help you. It's a great opportunity to use the information that we've provided in a practical way. Download files here to and use them to make your investment journey easier. Modify and use to your hearts content. Looking for something, let us know!

01

Portfolio Manager Lite

A basic portfolio tracking spreadsheet that tracks shares, current stock prices, purchasing costs, allocation amount, dividends, dividend growth and more. Built on the Google sheets and Finance platforms for ease of use. Download and upload to Google Sheets for FREE.

Portfolio Manager Lite

02

Paper Trading Platform

In this excel file you will be able to practice your trading strategies with fake $100,000 portfolio. Trade safely without worry and have fun. Designed to allow investors to dive into the market without risking their own cash. Make your mistakes here before you risk your own hard-earned money!

PaperTrades V1.0

Dashboard
Dashboard

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Portfolio
Portfolio

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Instructions 1
Instructions 1

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Dashboard
Dashboard

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