Stackby Team


Easy to use templates by the Stackby team. Inspired from real Stackby users.

Financial Stock Inventory Tracker

If you're running a stock trading or a financial services company, you can manage your real-time stock of your financial scripts and clients in this financial stock inventory tracker.

There are 4 tables in this template:

  1. Scripts: All your financial scripts are here and records real-time stock tracker by connecting both to Sales & Purchases tables.
  2. Sales: Tracks and records the sales of each script from a client
  3. Purchases: All your financial stock purchases with details such as Quantity, Price, Total Value and Date.
  4. Clients: All the clients connected to the sales table and their purchase information

With this template, you can track real-time information of financial scripts - their current stock, value & revenue generated till date.

You can customize this template according to your needs and make this your own. Just add it to your Stackby workspace.