Position Sizing Excel Spreadsheet Template

For sensible money management we have added a Position Sizing Excel Spreadsheet Template.


Before downloading this template we recommend you to read about position sizing and how it works:


  • Position Sizing Background
    – Percent Risk Position Sizing
    – Percent Volatility Position Sizing
    – Bear Market Position Sizing
    – Portfolio Position Sizing
    – Shares Per Trade
    – Volatility Stop
    – Position Sizing Example


We have an Excel spreadsheet template which does the math for both techniques. To use the spreadsheet, first download it and then fill in the yellow cells with the appropriate information. The position size appears in the blue cells. The following shows what the template looks like. Click the image to make it larger.  [This information and template has been created by stock trader Thomas Bulkowski.]