28 Excel, Google Sheets, and PDF templates for NSE F&O, intraday MIS, weekly review, and tax filing. ~~₹250~~ Free during launch.
All 28 templates
Log strike, expiry, CE/PE, lots, and net P&L after STT for Nifty, Bank Nifty, and stock options.
Separate expiry-week trades, size rules, and gamma-hour notes for Nifty and Bank Nifty weekly expiry.
Track defined-risk option spreads with max loss, margin, adjustments, and net credit received.
Premium paid, % move needed, theta bleed, and time-exit rules for CE/PE directional trades.
Points-to-rupee conversion, overnight holds, and trend-follow exits for Bank Nifty futures.
Individual stock options and futures with F&O ban watch, liquidity warnings, and roll notes.
Gross-to-net reconciliation with STT, brokerage, and exchange charges for honest F&O review.
Weekly and monthly expiry dates, NSE holidays, and session notes for planning size and setups.
MIS product type, session buckets, forced square-off flags, and first-hour vs midday stats.
15-minute opening range, breakout direction, volume confirmation, and session outcome tracking.
Ultra-fast MIS logging with time-of-exit, tick-to-rupee conversion, and overtrading day flags.
Delivery holds, multi-day R-multiple, STCG context, and symbol-level swing statistics.
Import Zerodha/Dhan exports and auto-calculate win rate, profit factor, max drawdown, and expectancy.
Seven-step Friday ritual: tagged trades, losers review, discipline score, and one change for Monday.
Five binary gates before capital: market filter, setup grade, rupee risk, session context, and rule check.
Planned vs actual entry, stop honoured, checklist used, emotion present — per trade post-mortem.
Log revenge trades, oversizing, FOMO entries, and early exits with rupee cost and corrective action.
Pre-trade mood, confidence score, FOMO triggers, and post-trade reflection for psychology patterns.
Printable one-page rules: market filter, setup criteria, entry trigger, sizing, exits, and logging.
Annual rupee goals, process milestones, drawdown tripwires, and allowed setups for the year.
Monthly net P&L, setup-level stats, discipline trend, and written reflection in rupees.
Calculate exact lots or shares from capital, risk %, stop distance, and NSE lot size.
Daily loss cap, max drawdown tracker, position size alerts, and rupee risk budget per week.
Win rate, expectancy, profit factor, and sample size per setup — decide what to scale or retire.
Document historical setup tests, paper trade outcomes, and sample size before going live.
Calculate F&O turnover using the absolute profit method for ITR-3 and audit threshold checks.
Estimate Jun/Sep/Dec/Mar advance tax instalments on trading income with buffer notes.
Delta, gamma, theta, vega on one printable page with Nifty/Bank Nifty examples.
Consolidate NSE F&O, intraday MIS, and cash equity into structured sheets with rupee risk fields.
Indian templates include charge columns so reviews reflect real take-home, not flattering gross figures.
Separate Thursday gamma from normal sessions and measure each setup on its own expectancy.
Weekly and monthly templates mirror the TradeLyser methodology — one change per week, not random rule tweaks.
Every template shows ~~₹250~~ Free. Download now; upgrade to TradeLyser when auto-sync beats Sunday CSV chores.
Filter by category (F&O, intraday, process, risk, tax) or format (Excel, Google Sheets, PDF). Open the detail page for fields, examples, and download.
Set capital, lot sizes, and max daily loss in the Settings tab. Add your setup tags before logging the first trade.
Record trades within 30 minutes of close. Tag setup, session, and violations. Use net P&L after charges.
Run the Friday checklist: tagged trades, three largest losers, discipline score, one change for Monday.
A pre-built spreadsheet or PDF with columns for entry, exit, size, setup tags, charges, and review fields. It automates win rate and expectancy calculations so you focus on behaviour, not building formulas from scratch.
Yes — during our launch promo every template is ~~₹250~~ Free. Download Excel or PDF directly from each template page. No signup required.
Excel suits offline privacy and heavy formulas. Google Sheets syncs across devices. Both use the same India-first column structure: lots, STT, MIS/NRML, expiry tags.
Templates are free starting points you manage yourself. TradeLyser auto-syncs Zerodha, Dhan, and other Indian brokers, adds discipline scores, strategy board analytics, and AI-assisted review when spreadsheets become the bottleneck.
F&O traders: NSE F&O Options Journal. Intraday MIS: Nifty/Bank Nifty Intraday Journal. Everyone: Weekly Friday Review Sheet and Pre-Trade Checklist. Tax season: F&O Turnover Worksheet.
Explore glossary definitions related to Templates:
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