Option Traders Template

Features & Pricing

Use the table at right to determine which features you will need.  Please refer to the demos to help determine which version you want to purchase.

Please Note:

The Option Traders Template is written in 32-bit Excel 2013 VBA as a binary workbook, meaning that the files are saved with the extension filename .xlsb.  Integration with Tax Reporting is based on that format and you should NOT change the file extension, especially if you intend to use Tax Reporting.

The MTM Election template is a stand-alone product but is more efficiently saved as a binary Excel file with the .xlsb extension.

Please download the Trial Version BEFORE purchasing to test for system compatibility.

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Trial Version


  • Free download

  • Ten (10) day evaluation period

  • Up to ten (10) trades can be entered

  • Not historical data can be input

  • Same features as 'Deluxe' version

Please Note:  The Trial Version is for the Option Traders Template ONLY; the MTM Election and the Tax Reporting templates have no Trial Version - Please watch the video tutorials for more information.


Please read the End User License Agreement BEFORE your purchase and click here to see how to setup the Option Traders Template as a Trusted Document.

Free Download - Opens as a Google drive link

Option Traders Template

The Option Traders Template is available for purchase at the above prices.

I do not maintain a store - which costs money - and do not accept credit cards - which, again, costs money.  However, I do accept payment via PayPal or Venmo.

This template is sold on an As-Is basis and because there are hundreds of hours of development and over 5,000 lines of VBA code and the price is so low, I do not offer maintenance or support nor do I offer refunds on downloaded templates.

Therefore, please download the Trial Version to determine if the template will run on your desktop or laptop.

The MTM Election template should run without any problems since it is only an Excel template and does not use ActiveX controls.

Please email me regarding questions about the Option Traders Template.