Notion Investment Dashboard

Notion Investment Dashboard

star rating fullstar rating fullstar rating fullstar rating fullstar rating fullstar rating emptystar rating emptystar rating emptystar rating emptystar rating empty

(1 reviews)

By
Personal
Manage finance

-3000%

Live stock prices, research terminal and investment analytics. Bring your investments inside the Notion investment dashboard and have a single, functional and customisable source of truth for all your investments.

with the promo code: invest (-3000% OFF)

(Click on image to enlarge it)

**Who is the template for? **
This template is for anyone who manages investments across all asset classes and would like a single source of truth to access and track investments.

**What problems does the template address? **
✔️ Instant and automatic analytics after trade entry
✔️ Research terminal with templates for researching new equity and crypto trades
✔️ Simple and efficient approach to logging trades
✔️ Unrealised and realised profit/loss functions
✔️ Average entry and exit price functions
✔️ Dividend entries and Capital gains tax functions
✔️ Analytics by asset class

**How does the template address these issues? **

✔️ Guide for live stock prices (all major exchanges and indices worldwide) using Notion2Sheets
✔️ Guide for live market widgets
✔️ Clearly structured databases and templates so you can instantly start logging and tracking investments.

For your information, some reviews are coming from Gumroad directly. It's normal to not see them under this text.
No items found.
How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

duplicate-template-screeshot

**Who is the template for? **
This template is for anyone who manages investments across all asset classes and would like a single source of truth to access and track investments.

**What problems does the template address? **
✔️ Instant and automatic analytics after trade entry
✔️ Research terminal with templates for researching new equity and crypto trades
✔️ Simple and efficient approach to logging trades
✔️ Unrealised and realised profit/loss functions
✔️ Average entry and exit price functions
✔️ Dividend entries and Capital gains tax functions
✔️ Analytics by asset class

**How does the template address these issues? **

✔️ Guide for live stock prices (all major exchanges and indices worldwide) using Notion2Sheets
✔️ Guide for live market widgets
✔️ Clearly structured databases and templates so you can instantly start logging and tracking investments.