Premium tools and templates for your financial journey.
Stockwise Pro
Unlock every tool, save your data, export PDFs, and get access to all premium products with Stockwise Pro.
Free
Net Worth Tracker — Yearly Edition
Track your net worth every month for a full year — assets, liabilities, trend chart, and savings rate history in one sheet.
Free
Financial Independence Roadmap
Calculate your FIRE number, project your FI date, and track progress toward financial independence — all in one spreadsheet.
Free
Debt Payoff Planner
Track every payment, compare strategies, and watch your debt shrink month by month with this comprehensive planner.
Free
Freelancer Tax Planner — Annual Edition (US)
Track all four quarterly estimated payments, reconcile actual vs estimated tax, and log deductions — your full-year tax plan in one spreadsheet.
Free
Featured
Student Loan Payoff Accelerator (US)
Simulate extra payments, compare IDR plans, track PSLF progress, and build a payoff strategy for US federal and private student loans.
$20$15
Raise Capture Planner
Pre-allocate your next raise before it hits your account — a 12-month plan to capture more of every income increase.
Free
Student Loan Payoff Accelerator (UK)
Understand your Plan 2 or Plan 5 loan — see your real repayment timeline, total cost, and whether voluntary overpayments actually make sense for you.
Free
Side Hustle Scoreboard
Track up to 5 income streams at once — see real profit per hustle after expenses, and find out which ones are actually worth your time.
Free
First Job Finance Planner
A 12-month financial planner for your first real job — covers your first paycheck, emergency fund, and starter investing in one sheet.
Free
Freelancer Tax Planner — Annual Edition (UK)
Track your Self Assessment liability year-round, log allowable expenses by category, and know exactly what your January and July Payments on Account should be.
Free
Freelance Pricing & Profitability System
Track multiple clients at once — see real profit per project, your blended hourly rate, and whether your freelance income is trending up or down.
Free
Student Starter Pack
A zero-based budget template built for students — pre-loaded with student categories and a flatmate expense tracker.
Free
Complete Budget System
A complete budget system with automated tracking, sinking funds, and visual dashboards. Works in Google Sheets.
$19
Roommate & Flatmate Finance Kit
A monthly bill-splitting ledger for shared living — tracks carry-forward balances, move-in/out prorating, and a shared household fund.
Free
Investment Growth Planner (US)
Model your portfolio growth across multiple accounts — compare Roth IRA, Traditional IRA, 401(k), and taxable accounts side by side over 10, 20, and 30 years.
Free
Investment Growth Planner (UK)
Model your portfolio across ISA, SIPP, and general investment accounts — see your real after-tax wealth at retirement with UK tax rules applied.