Articles
Practical spreadsheet guides, templates, and tutorials
Learn how to use Excel and Google Sheets efficiently. Clear explanations, productivity tips, and ready-to-use spreadsheet tools for business, finance, and everyday work.
Sep 12, 2026
Trading Journal Spreadsheet for 2026: What Every Trader Should Track
Learn what to record in a trading journal spreadsheet, which metrics deserve a place on the dashboard, and how the structure changes for stocks, forex, futures, options and crypto.
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How to Track Dividend Reinvestment in Excel
Reinvested dividends add shares without a new deposit from you. Build an Excel or Google Sheets log for dividend income, withholding, fees and purchases—with a worked example, copy-ready formulas and a reinvestment checker.
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How to Track Stock Prices in Google Sheets with GOOGLEFINANCE
Learn how to use GOOGLEFINANCE in Google Sheets to retrieve current and historical stock prices. Build a clean price table, generate formulas, calculate position values and troubleshoot common errors.
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How to Calculate Portfolio Allocation Drift in Excel
Learn how to compare current and target portfolio weights in Excel or Google Sheets. Build the allocation drift formula, calculate dollar gaps, check a worked example and avoid common spreadsheet errors.
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How to Calculate XIRR for an Investment Portfolio
Learn how to calculate an annualized, money-weighted portfolio return with XIRR. Build a dated cash-flow schedule, use the formula in Excel or Google Sheets, check a worked example and fix common errors.
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How to Track MFE and MAE to Improve Your Exit Analysis
Learn how Maximum Favorable Excursion and Maximum Adverse Excursion reveal what happened while a trade was open. Calculate both metrics for long and short trades, build the formulas in Excel or Google Sheets, and test the interactive calculator.
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How to Start an Online Directory Business | Spreadsheet Guide
Learn how to build a practical five-tab spreadsheet for launching an online directory business. Organize listings, manage outreach, plan content, track finances, and review performance as your directory grows.
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How to Track Your Investment Portfolio in Excel
Build an investment portfolio spreadsheet that separates deposits from gains. Follow a practical setup for accounts, transactions, holdings and monthly reviews, with a worked example and gain calculator.
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How to Create a Trading Journal in Excel: Setup Guide & Essential Metrics
Build a practical trading journal in Excel or Google Sheets with the right columns, formulas, risk metrics, screenshots, and weekly review process.
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How to Stop Losing Revenue to No-Shows: A Booking-to-Cash System
No-shows, forgotten appointments, and disconnected booking systems quietly eat into service-business revenue. Here’s a practical booking-to-cash workflow to protect your time, track losses, and improve cash flow.
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CalculatorAI Site Overview: Free Trackers & Calculators Guide
A comprehensive site overview of CalculatorAI. Learn how to navigate the platform and use its 100% free online trackers for personal finance, debt management, taxes, and AI cost modeling.
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How to Build a Low-Risk Trading Plan for 2026
Building a low-risk trading plan isn't about chasing high returns—it's about capital preservation and minimizing drawdowns. Discover the step-by-step roadmap for trading success in 2026.
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