Managing your trade data shouldn't feel like a second job. At Trades to Sheets, our mission has always been to bridge the gap between complex brokerage exports and the flexible, actionable environment of Google Sheets. This March, we’re taking that mission a step further with the launch of our new Template section.
Efficiency Meets Transparency
We understand that building a comprehensive trading dashboard from scratch can be daunting. Our new prebuilt templates allow you to hit the ground running. But we aren’t just giving you a file; we’re giving you clarity. Each template page highlights key features and provides a granular breakdown of required report fields. By explaining exactly why certain data points are necessary, we maintain our commitment to an open and transparent workflow.
New Release: Specialized Dashboards
In this update, we are rolling out two powerful tools:
- Covered Call Inventory & Decay Tracker: Designed for advanced short call option traders. This dashboard consolidates position decay and risk metrics into a single view, making opportunity identification and risk management seamless.
- Portfolio Performance Dashboard: A robust tool for the long-term investor. Track cost basis, actual position changes, and asset allocation via intuitive pie charts—all updated automatically.
Whether you use our new Template Presets or continue to build custom, bespoke sheets, our updated documentation and tutorials are ready to guide you. While we love providing these "easy-start" options, the power remains in your hands to build the spreadsheet that fits your unique routine.
Ready to transform your trading data? Explore the new Template Gallery today and sync your first dashboard in minutes.