Know exactly where your money stands.
Structured, beautiful financial templates designed for modern earners — traders, investors, freelancers, and anyone navigating complex income.
We design 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.
Build clarity around your entire financial life. Track assets, liabilities, cash flow, and long-term progress in one structured system.
Turn performance into data-driven decisions. Track risk, execution, and strategy across markets with structured dashboards built for active investors.
Best-Selling Templates
Wealth Planner & Net Worth Dashboard for Google Sheets The Wealth Planner & Net Worth Dashboard is ...
Stock & Crypto Investment Tracker for Google Sheets The Stock & Crypto Investment Tracker is a stru...
The Stock & Crypto Trading Journal is a structured Google Sheets system designed to help traders log tr...
What our customers say
Amazing spreadsheet! And brilliant customer support from Chi the shop owner! I had one or two queries about FX conversations that required amendments to be made. Chi helped me with every adjustment to the sheet and responded within a couple of hours each time! Absolutely brilliant, I 100% recommend this sheet to anybody who wants to keep track of their investment portfolios!
In one word: amazing! I had specific requests in mind, and Chi immediately understood what I was looking for. She tailored everything exactly to my needs. The result is clean, clear, and beautifully designed just what I needed. I’m extremely satisfied. I highly recommend this to every trader out there!
Couldn’t be happier!!! It’s easy to use and now that I have a better snapshot of my finances and my financial health, I make smarter decisions regarding money that can set me up for success later on. SO PLEASE GET THIS PLANNER!!! You won’t regret it!!!! At first I felt intimidated by it, but you only have to fill out a few pages and the rest of the pages will automatically make the calculations! Overall, I love it and will 100% purchase from this seller again.
Your financial clarity starts right now.
Stop guessing. Stop putting it off. Download a tool today and see your entire financial picture in one place — beautifully, simply, finally.
Built by someone who lived it
Founder
Chi
I built the tools I wished existed — because navigating your finances without a roadmap shouldn't feel impossible.
Meet Chi →