Editable Stock Trading Apps Financial Model in Excel
Five-year projections, dashboard, P&L, cash flow, balance sheet, and three scenarios - pre-built in Excel and Google Sheets. Built for a stock trading app. Delivered as an instant download.
Trusted by 25,000+ startup founders, investors and CPAs
Blank Page No More
Megan Carter, CA
This template gave me a starting point instead of a blank sheet, and that alone saved me hours of staring at formulas. I had a clean draft ready for review the same day.
Cleaner Assumptions Fast
Dylan Reed, NY
I finally had pricing, costs, and growth in one place, so I could see what actually moved the numbers. It cut my planning time by half and made the assumptions easier to explain.
Safer Models, Fewer Errors
Priya Singh, TX
I used to worry that one broken cell would throw off everything, but this model is set up to catch that early. It saved me from a bad forecast and a last-minute rebuild before my meeting.
Model review
What does the financial model of a product called Stock Trading App include?
This is an editable five-year workbook for modeling the acquisition of sellers and buyers, transaction commissions, subscriptions, costs, scenarios and basic financial statements.
Use your workbook to plan how to separate acquisition of the seller and buyer, level maintenance, order activity, commissions, subscriptions and operating costs translate into financial results.
The Editable assumptions are the source of monthly calculations and annual summaries linking market activity with profit and loss accounts, cash flow, balance sheet, scenarios and management reports.
Designed to plan scenariosChange the operational assumptions and compare how the chosen case affects revenue, profitability, cash and other performance of the model.
Market revenue Engine
How does the share trading application calculate revenue?
The model acquires sellers and buyers separately, converts active cohorts of buyers into orders and GMV, and then adds commissions, subscriptions and allowances to the seller.
01
Buy sellers
New sellers are equally budget-driven to purchase the seller divided by the CAC seller, adjusted to monthly seasonality.
02
Get Buyers
New buyers are equally budgeted to take over the buyer divided by the buyer CAC, adjusted to monthly seasonality.
03
Building Cohorts
The sellers and buyers enter different levels and remain active by the life model of each level.
04
Calculating orders
The initial and recurring orders of the purchaser shall form GMV using the average value of the contract of each buyer level.
05
Calculation of revenue
Revenues combine GMV and fixed commission with the seller's subscriptions, buyer subscriptions and the authorized addition of the seller.
The income spreadsheet combines separate acquisition of the seller and buyer, maintaining level, order maintenance, AOV, commissions, subscriptions and accessories of the seller.
Revenue assumptions
Check the purchase of the seller and buyer, level, order, price, commission and subscription.
02 / COGS & operating expenses
What is the structure of operating expenses?
The COGS spreadsheet and operating costs separate revenue costs, variable operating costs and recurring fixed costs throughout the forecast.
COGS and operating expenses
Check COGS related revenue, variable operating costs and timetables for recurring fixed expenditure.
03 / Analysis of the scenario
What's the equivalent of a scenario analysis?
The scenario analysis compares the Low, Base, and High levels for revenue, gross margin, contribution margin and EBITDA over five years.
Analysis of scenarios
Check low, base and high trends to obtain significant measures in terms of profitability and revenue.
04 / Dashboard
What Does the Dashboard Bring Together?
You can use the dashboard to review model configurations, scenario checks, basic financial results, a mixture of revenue, profitability, cash flow and payback period of investments in one place.
After purchase you get Excel and Google Sheets, which can be downloaded immediately, containing five-year forecasts, three scenarios and related financial statements.
01
Editable workbook
Adjust the seller, buyer, income, costs, staff, capital and other model assumptions to the plan.
02
Five-year forecast
Overview of detailed monthly projections and annual views over the five-year forecast horizon.
03
Analysis of scenarios
Compare low, base and high cases to see how the revised assumptions affect the expected results.
04
Financial statements
Use a related profit and loss account, cash flow, balance sheet, navigation desktop and additional management reporting views.
Before purchase
Financial model Action Trading Application FAQ
The basic answers are visible in their entirety, without the need to click on the accordion.
01
How does the financial model of the securities application calculate revenue?
It converts separate acquisitions of sellers and buyers into active cohorts, orders of buyers and GMV, and then adds transaction commissions, subscriptions and additional activities of sellers. GMV itself is not an income.
02
Which assumptions can I change?
You can edit seller and buyer acquisition budgets, seasonality, CAC, level mixes, lifetime, repeat orders, AOV, commissions, subscriptions and additional seller results.
03
What can I compare between Low, Base, and High scenarios?
A comparison can be made of how the three cases change revenue, gross margin, contribution margin and EBITDA over the five-year period of forecast.
04
What financial results are taken into account?
The workbook contains the profit and loss account, cash flow report, balance sheet, navigation desk, scenario analysis and additional management reports.
05
Can the Financial Models Lab adapt the model to individual requirements?
Yes. the Financial Models Lab can build or customize the model when you need a different revenue logic, operating schedule or reporting.
06
Is the workbook a prediction or a guarantee?
This is a planning forecast based on edited assumptions, not a guarantee of business results or financial results.
What Does the Stock Trading App Financial Model Contain?
This pre-built financial model for a fintech app provides everything you need to build a comprehensive financial plan for your stock trading platform.
All-in-one Dashboard
Core inputs and core outputs
Low/Base/High
Three scenario analysis
Professional Charts
Presentation ready
ROE Components
DuPont analysis
Revenue Inputs
Researched revenue assumptions
Bank-Ready Reports
Lender-friendly financial outputs
Revenue Breakdown
Revenue stream detailed view
KPI Dashboard
Performance metrics benchmark
Choosing a selection results in a full page refresh.
Revenue assumptions
COGS and operating expenses
Analysis of scenarios
Dashboard
