Use this spreadsheet to outline your trading profits for the next 5 years. With just a few pieces of data you can build a profit schedule that you can work on to meet profit goals each week, month, quarter, and year.

Before using this Pro Forma it’s important to first define your goals and objectives. Consider what you want to achieve with your pro forma projections. Once you have a clear understanding of your pro forma goals, the next step is to gather the necessary incremental data.