Review criteria
- +Share count from account risk and stop distance
- +Dollar-risk and R-multiple math
- +Per-trade risk cap
- +Works in Google Sheets and Excel
Position Size Calculator in Stock Trader
The Position Size Calculator is a copy-ready spreadsheet for stock trader that tracks account size, risk %, entry, stop, share count. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes under 10 minutes to set up.
Last updated: October 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
Try it before you download
Live preview of “Position Size Calculator”
Change any white cell; grey cells recalculate the way they will in Excel or Google Sheets. Nothing you type leaves this page.
Loading preview…
you type calculated needs attention getting close
Get this template
What’s inside “Position Size Calculator”
Tabs: How to use · Trades · AccountFormat: Excel (.xlsx) · opens in Google SheetsSetup: Under 10 minutesColumns: 12
Columns (grey = calculated for you)
- Date
- Ticker
- Direction
- Entry
- Stop
- Target
- Risk per share
- Shares
- Position value
- Dollar risk
- Reward to risk (R)
- % of account
- Open the Trades tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Shares = (account x risk %) / (entry minus stop). This is arithmetic only, not investment advice or a recommendation to trade.
- Stops can gap; actual losses can exceed the planned dollar risk. % of account over 25% turns red as a concentration check.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Position Size Calculator
About this template
It is built for people who want results without another subscription: traders sizing positions by fixed risk. It is completely free — copy it and it is yours to keep. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Position Size Calculator
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Traders sizing positions by fixed risk
- +Anyone who wants risk math done for them
Pause before choosing when
- -Order routing or execution
- -Live price feeds
About Stock Trader
Why people consider this option
- +Keep a trading journal without paying for a platform
- +Spot your own patterns across wins and losses
- +Own every trade record in a file you control
What to review before acting
- -No broker sync or live analytics without a tool
- -Active traders eventually want automated journaling
Trust FAQ
Questions people ask before copying a template
Does the Position Size Calculator work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Position Size Calculator really free?
Yes, it is completely free to copy and keep. There is no account, paywall, or trial.
What does the Position Size Calculator track?
It tracks account size, risk %, entry, stop, share count. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.