Energy Trader Templates

Energy Trader Templates

There is a huge number of templates that someone in the Energy Trader role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Energy Trader. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Daily Trading Report
2. Monthly Profit and Loss Statement
3. Risk Assessment Template
4. Market Analysis Spreadsheet
5. Trade Confirmation Document
6. Energy Consumption Forecast Template
7. Trading Strategy Template
8. Portfolio Performance Report
9. Financial Statement Template
10. Energy Market Research Document

Reports

Reports are often prepared by a Energy Trader to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Daily Energy Market Report
2. Monthly Energy Trading Performance Report
3. Energy Price Forecast Report
4. Energy Supply and Demand Report
5. Energy Trading Risk Assessment Report
6. Energy Market Analysis Report
7. Energy Trading Profit and Loss Report
8. Energy Trading Volume Report
9. Energy Market News and Updates Report
10. Energy Trading Portfolio Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Energy Trader does and how they do it.

1. Daily Trading SOP
2. Risk Management SOP
3. Market Analysis SOP
4. Trade Execution SOP
5. Compliance SOP
6. Settlements SOP
7. Position Reporting SOP
8. Portfolio Management SOP
9. Trade Reconciliation SOP
10. Performance Reporting SOP

Presentations

Energy Trader presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Market Analysis
2. Portfolio Performance Review
3. Risk Assessment and Mitigation Strategies
4. Energy Market Outlook
5. Trading Strategies and Recommendations

Legal Docs

There are several key times when a Energy Trader needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Power of Attorney Template
4. Employment Contract Template
5. Risk Management Policy Template

Health & Safety Templates

Health & Safety templates for a Energy Trader ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Energy Trader calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Trading Calendar
2. Economic Events Calendar
3. Market Holidays Calendar
4. Energy Supply and Demand Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Energy Trader invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice: This invoice is used to bill clients for the energy products or services sold during the month.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred while purchasing energy products or services.
3. Supplier Invoice: This invoice is received from suppliers for the energy products or services purchased and is used for payment processing.
4. Commission Invoice: This invoice is used to calculate and bill commissions earned from energy trades or deals made during the month.
5. Expense Invoice: This invoice is used to document and bill miscellaneous expenses related to energy trading activities, such as travel or research costs

Survey Templates

For a Energy Trader to get insights related to the work they do, they need to send out Energy Trader surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Market Sentiment Survey
2. Customer Satisfaction Survey
3. Risk Assessment Survey
4. Trading Strategy Evaluation Survey
5. Market Research Survey

Meeting Agendas

Having premade Energy Trader meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Weekly Team Meeting
2. Monthly Performance Review Meeting
3. Quarterly Strategy Planning Meeting
4. Annual Budget Meeting
5. Bi-annual Market Analysis Meeting

Budget Templates

To manage finances well, a Energy Trader would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Savings and Investment Tracker
4. Debt Repayment Plan Template
5. Financial Goal Setting Worksheet

Dashboards

Dashboards are a useful way for a Energy Trader to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Profit and Loss Dashboard
2. Risk Management Dashboard
3. Market Analysis Dashboard
4. Portfolio Performance Dashboard
5. Energy Market Trends Dashboard

Proposal Templates

For bidding or requesting work, a Energy Trader needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Energy Trading Proposal: This proposal outlines the strategies and tactics for buying and selling energy commodities in the financial market.
2. Risk Management Proposal: This proposal focuses on identifying and mitigating risks associated with energy trading activities.
3. Market Analysis Proposal: This proposal provides an in-depth analysis of the energy market, including trends, forecasts, and key players.
4. Investment Proposal: This proposal outlines potential investment opportunities in the energy sector, including renewable energy projects and infrastructure development.
5. Performance Review Proposal: This proposal evaluates the performance of energy trading activities over a specific period, highlighting successes and areas for improvement

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Energy Trader templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.