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 printable worksheet for the Sunday-evening review most traders know they should do and don't. Walks you through your five most consequential trades from the week with structured prompts: setup, execution, emotion, and what to change next week. Free.
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. Pairs naturally with Verge — Verge captures the biometric state during the trade; this is the workspace where you make sense of it after.
A premium Notion + spreadsheet bundle for the planning side of trading — the mechanics Verge deliberately doesn't try to be. Multi-method position sizing (fixed-fractional, Kelly, volatility-based), max-drawdown simulator across 1,000 outcome sequences, weekly risk audit template, and a written set of pre-mortems for the trades most likely to take you out. Built from one trader's twelve years of mistakes.
A complete personal-finance operating system in Notion. Budget · net worth · goals · investment portfolio · bills · subscriptions · debts — all wired together so changing one number updates the rest. Built for the person who has tried Mint, YNAB, three spreadsheets, and bounced. Three rules: honest, calm, low-effort to maintain.