Resources
The stuff I made for my own use, polished up. Some free, some paid. The free ones stay free.
A no-nonsense CSV budget template you can import into Google Sheets, Excel, Numbers, or Notion. Pre-structured for income, fixed bills, variable spending, and savings — with a built-in 'planned vs actual' column so you see where the month actually went. Free.
A free CSV trade journal template — the simplified, open version of the one I used to track my own trading for two years. Per-trade entry, biometric tagging, emotion tagging, and a built-in field guide so you actually fill it in the same way every time.
A one-page printable checklist for the five minutes before you open the trading platform. Sleep, body, plan, market context, pre-committed exit rules. Print it, sign it, keep it on your desk — the act of ticking the boxes is the point.
A free pack — printable guide + CSVs — for the version of you that just got their first salary. What to do with it. What not to. No upsells. Coming Q3 2026.
The Notion build of the trade journal — the fuller, automated version of the free CSV. Per-trade biometric tagging, emotion tagging, screenshot attachments, weekly review prompts, monthly P&L roll-up, annual review template. Built for traders who want to review honestly and consistently.