Sheet Templates

What templates are

A template is a pre-built sheet — its view mode, column layout, and widget configuration packaged as a reusable starting point. Applying a template copies that layout onto a new or existing sheet.

Official templates

• Portfolio Overview — grid + KPIs + allocation pie.
• DCA Tracker — dollar-cost-averaging plan.
• Net Worth Snapshot — quick valuations.
• Transaction Log — per-asset P&L table.
• Cost Basis Analysis — break-even and move-to-break-even.
• Monthly P&L Summary — per-asset P&L for monthly reviews.

Using a template

1. Open the sheet you want to populate, or create a new blank sheet.
2. Click Templates in the workspace toolbar.
3. Preview a template, then click Install.

Publishing your own (Power)

Power-tier users can publish a sheet to the template gallery so other users (or teammates) can install it. Templates you publish are attributed to you; you can set a price or leave them free.