If you invest in stocks, shares, commodities or other things like Cryptocurrency & NFTs then you will know that you need a robust system for tracking your investments and monitoring profit and loss.
Tracking your investments can help you monitor your progress and ensure that you are on track to reach your financial goals and plan for the future.
Notion is a great tool for tracking investments and there a number of pre-made templates you can start using today, we have hand-picked 15 of the best options for you.
⭐ Life OS: All-in-One Notion Template
The Life OS Notion template is the ultimate tool for managing every aspect of your life! It includes 25 connect templates and a dynamic homepage dashboard for tying everything together. Use this template as a planner and to-do list, Daily routine and habits tracker, Journal and mood tracker, set goals for yourself and keep an eye on your finances. Other templates include work and career, recipes and meal plans, fitness routines and goals and many more.
1. Investments tracker
2. Angel investor operating system
Helps Angel Investors keep track of their deal flow and detailed portfolio performance. It makes things organized, linked and succinct for easy consumption and analysis. It creates a metadata layer that over time will improve investment performance by quantifying key investment and portfolio trends.
3. Angel investment tracker
Angel investing requires careful consideration of a startup’s problem space, market, team, and more. This template consolidates all of your investments, dead or alive, and helps you retain valuable details for making sound business decisions. Use this template to manage your portfolio and coordinate your investment process.
Build your own cryptocurrency portfolio so you can track and register every buy or sell operation on all the coins you own. Stay on top of your transactions and use the custom widgets to get a dashboard with real time data.
5. Crypto & NFT tracker
Tracking Crypto and NFTs can be messy because of all the different platforms. This dashboard keeps everything web3-related in a central place where it can be stored and tracked.
6. Finance tracker
7. Finance Compass 2.0
The Finance Compass is a Notion template for managing your financial assets and for keeping track of your investments.
8. Notion Investment Tracker
9. Finance & Crypto Tracker
There are tons of Finance Tracker in the Notion community. However, this is not the usual finance tracker that you can find elsewhere. Of course, you will find all the important things that a finance tracker needs to have. But for sure, you will find so much more to help you take control of your finance and improve your wealth.
10. TGFX Trading Corner Template
11. Stock Watchlist Template
12. Ultimate Finance Tracker Notion Template
A complete template to track and budget your daily expenses, that’s what everyone wants! None of your expenses will escape you because all your personal and professional accounts will be centralized in one place. Yes, it is perfectly possible to manage multiple accounts in a single template. You can configure as many bank accounts as you want. You’ll have visibility on all your expenses at a glance with the Dashboard
13. Notion Template Personal Finance Tracker Budget Tracker
Get your finances in order with this Ultimate Finance Tracker for Notion! Know exactly where your money goes and maintain control of your finances. Track your financial progress and start saving for your next big investment! Set a Monthly & Annual Budget for each income & expense category!
14. Cryptocurrency keeper for Notion
Managing your cryptocurrencies has never been easier with this ready-to-use template. It is ideal if you want to track your futur investments and be able to have an overview on your next purchases. It is also a great way to track and analyze your transactions outside the blockchain in order to prepare a future investment.