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Option Traders Template

Features & Pricing

I am no longer making the Option Traders Template available for sale.

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.

Sales were so small that I decided not to sell it.  However, if you are a trader and interested in co-developing it further, please email me.

I use the Template for every trade I make and have done so for the past fourteen years, tweaking here and enhancing there.

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No Longer

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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 unfortunately no longer available for purchase at the above prices.

I do not maintain a store for the small number of traders who were interested.  The tutorials on the Option Trades Template will hopefully help you design your own trading template.

This template contains hundreds of hours of development and over 5,000 lines of VBA code.  For those interested, I do not offer maintenance or support nor do I offer refunds on downloaded templates.  However, as mentioned above, if you are interested in co-developing it further, you may purchase the Template and I will open the VBA code.  The price is negotiable.

You can still request to download the Trial Version to determine if the template will run on your desktop or laptop.

The MTM Election template is still available and 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.

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