Template Issues

Find an Excel Spreadsheet Template for Stock Option Gains and Losses

Emma Brown Oct 1, 2026 868 views

Question details

The user is looking for a ready-to-use Excel spreadsheet template to effectively track stock options, investment gains, losses, and overall portfolio information.

Find an Excel Spreadsheet Template for Stock Option Gains and Losses

Product: Excel
Device & OS: not provided
Scenario: Tracking and managing a financial portfolio including stocks and options.
Observed behavior: The user wants a pre-formatted template solution instead of building a financial tracking spreadsheet from scratch.

Before you start

Before setting up your new template, gather your recent brokerage statements and a list of your current stock holdings, purchase prices, and option strike dates so you can accurately input your initial data.

Solution 1Recommended

Download the Official Microsoft Investment Tracker Template

Use the pre-built Investment Tracker template from Microsoft Create to quickly start monitoring your stock investments, gains, and losses.

Microsoft provides a highly functional, free Investment Tracker template that is designed specifically for Excel. This template comes pre-formatted with the necessary formulas to calculate gains and losses automatically.

Visit Microsoft Create

Open your web browser and navigate to the Microsoft Create website (create.microsoft.com). Search for the 'Investment Tracker' template or use the direct link to the template if you have it.

Download the Template

Click the 'Download' button on the template page. This will save a pre-formatted Excel (.xlsx) file to your local computer.

Open and Customize

Open the downloaded file in Microsoft Excel. Review the placeholder data, clear it, and begin typing in your own stock ticker symbols, shares, and purchase prices to track your options.

Download the Official Microsoft Investment Tracker Template

Finding Additional Templates: If you need something more specific to options trading, you can use the search bar on Microsoft Create. Search for keywords like 'stock' or 'portfolio' and apply the 'Excel' filter to view more customized layouts.

Solution 2

Create a Custom Stock Options Tracker Using Excel Data Types

Build a personalized spreadsheet utilizing Excel's built-in Stocks data type to pull in real-time pricing for your stock options.

Efficient Portfolio Management

Track Your Stock Portfolio with WPS Office Templates

WPS Office features an extensive built-in template library where you can easily find, download, and customize financial trackers. Fully compatible with Microsoft Excel, WPS Spreadsheet empowers you to manage your stock options, calculate investment gains, and analyze your portfolio completely for free.

1. Open WPS Spreadsheet: Launch WPS Office on your computer and select the 'Spreadsheet' module to begin.
2. Access the Template Library: Click on 'New' from the start screen, then select the 'Templates' tab to browse the built-in library.
3. Search for Financial Trackers: Type keywords such as 'investment', 'stock', or 'portfolio' into the search bar and press Enter.
4. Apply and Start Tracking: Select the template that best fits your options trading needs, click 'Use Now', and start inputting your financial data.

Access a wide variety of free, professionally designed financial and portfolio tracking templates directly within the app.Fully compatible with Microsoft Excel (.xlsx and .xls) formats, ensuring your stock trackers open perfectly without formatting issues.Lightweight, fast software that runs smoothly on Windows, Mac, and Linux devices.Features powerful built-in formulas and chart generation to help visualize your investment gains and losses.

microsoft office alternative - wps office

Frequently Asked Questions

How do I update stock prices automatically in my Excel template?

If your template utilizes Excel's built-in 'Stocks' data type, you can update current market prices simply by going to the 'Data' tab and clicking 'Refresh All'. This will pull the latest pricing information from the web into your spreadsheet.

Are Excel investment tracking templates free to use?

Yes, many templates available on Microsoft Create and within the WPS Office template library are completely free to download and use. Some premium templates from Microsoft may require an active Microsoft 365 subscription.

Can I track options trading like calls and puts in standard stock templates?

Standard equity templates typically focus on simple stock share purchases. To properly track options, you will likely need to customize the template by adding specific columns for Strike Price, Expiration Date, Option Premium, and Contract Size (usually 100 shares per contract).

What is the best file format to save my investment tracker?

It is highly recommended to save your tracker in the standard .xlsx format. This format ensures full compatibility across Microsoft Excel, WPS Spreadsheet, and other spreadsheet software while safely preserving your formulas, data types, and formatting.

Document & File Issues