A stock report template is an excel file that you can use to create your stocks. You can get this as a free download from the site that you downloaded the template from. If you were not able to get one of these you could make one yourself but I would advise against it because you do not know how it will look like, there is a high chance that it will look bad and will not be used by anyone.
The basic excel file comes with a free sample portfolio that you can use to show you the data that you will need. There are different kinds of stock portfolios to choose from but all of them should contain the same types of information.
First, you will need to set up the market data that you will need to make financial statements on. You can choose to get the bar graphs or the pie charts or you can use a combination of both if you want. It will make no difference in the end, so whatever you use is fine.
Next, you will need to fill out your investment portfolio and the day to day activities that you will need to record in your free sample portfolio. This will help you see if you want to get a standard portfolio that includes stocks and bonds. Then you can choose to invest in it yourself or you can hire someone to do it for you.
The stock report template also comes with a portfolio planner tool that you can use to see how much money you have left after investing for a certain period. All you need to do is enter how much money you want to put into the account and it will tell you if you have enough money to invest.
You can even make a basic stock market portfolio and use this to help you see how the stocks will perform over the next couple of years. Once you have this built you will have a well-rounded portfolio. This can come in handy if you ever decide to invest in the stock market yourself.
If you find that the stock report template you choose does not fit your needs you can always download a new one. Several sites offer hundreds of free templates that you can download and use so you should be able to find one that you like fairly quickly.
Remember, the free stock portfolio that you used to create this will still be available for you to use for free. All you need to do is register and start investing.