Notion templates · investing & trading

Build the routine your money actually needs.

Ticker Theory makes Notion templates for people who invest and trade. Plan before you buy, log every trade in seconds, and review once a week, in one place you'll keep coming back to.

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Works on desktop and mobileDuplicate in one clickNo coding or formulas to set up
Free · start here

Three free templates to get you started

Free on Gumroad: enter $0 and your email, and the duplicate link arrives right away. Tips are welcome, never required.

Investing 101 template preview showing a lessons list with progress

Investing 101

Free

Never bought a stock? Fourteen short lessons in plain English, from opening an account and picking a broker to a simple one-fund portfolio. Built-in glossary, and it ends with your own written investing plan.

What's inside →Get it free
Trading 101 preview showing a practice journal with R multiples

Trading 101

Free

Learn the rules before the market teaches you. Eleven plain-English lessons with a built-in glossary, a fill-in trading plan with a position-size formula, and a practice journal that tells you when you're ready to go live.

What's inside →Get it free
Full templates

When you're ready to go deeper

The Long-Term Investor Hubs are available now. The trading templates are being polished for launch: join the waitlist and you'll get 20% off the day they go live.

Long-term investing
Long-Term Investor Hub Starter preview showing a watchlist and six-question check

Long-Term Investor Hub · Starter

$12

Invest with a plan, not a hunch. Write your plan in ten minutes, check any stock or fund in plain English, and keep it going with a 10-minute monthly check-in.

Available nowBuy for $12
Long-Term Investor Hub Pro preview showing conviction scores and price checks

Long-Term Investor Hub · Pro

$24

Know what it's worth before you buy it. A conviction score out of 30, a buy-below price with a green, yellow or red signal, earnings reminders and a 20-minute review after every report.

Available nowBuy for $24
Trading
Day Trader Desk preview showing the cost of mistakes measured in R

Day Trader Desk

$24

See exactly which mistakes cost you money. A 30-second trade log for stocks and options, a catalyst calendar and a guided Sunday review.

Launching soonJoin the waitlist
Options 101 preview showing an options trade log with breakeven and days left

Options 101

$12

Options, minus the jargon. Calls, puts, the Greeks and spreads in twelve lessons, with a trade log that works out breakeven for you.

Launching soonJoin the waitlist

Investor Bundle

$29
Starter and Pro together.

Trader Bundle

$69
Day Trader Desk, Options 101 and Edge Lab when it launches.

The Money Desk

$99
Every Ticker Theory template, including future ones.
In the workshop

What's coming next

Flagship template

Edge Lab

Take a trading strategy from idea to backtest to paper to live, and find out whether it actually has an edge.

  • Strategy library with stages
  • Backtest log with pass rules
  • Live results vs. what the backtest promised
Add-on · $5/mo

Plan Checkup

Enter your investing plan once, then check in once a month to see whether you're ahead, on track or behind.

  • Monthly check-in in two minutes
  • Streaks and milestones
  • Readiness score over time
Free newsletter

The Friday Verdict

One trading strategy a week. Set up on Monday, tested midweek, and an honest verdict on Friday: keep it, tweak it or drop it.

  • Real backtests, costs included
  • A running leaderboard
  • Plain English, no hype
Waitlist

Join the waitlist, get 20% off any template at launch.

You'll also get The Friday Verdict when it starts. One email a week at most. Unsubscribe anytime.

Join the waitlist
About

Built around three habits

Most templates are storage. Ticker Theory templates are routines: each one asks a little of you every day or week, and does the math so you can see whether it's working.

1
Plan before you buyWrite your goals, rules and a buy-below price before money moves.
2
Log it while it's freshTrades in 30 seconds, check-ins in two minutes. The numbers fill in by themselves.
3
Review once a weekA short guided review turns your log into one rule change for next week.
Contact

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