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Notion Investment Dashboard

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.
by Hugh Dawkins
( reviews)

**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.

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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 🎉

Does this template works with Notion's free plan?

Yes. Every feature of this template will perfectly work if you are on Notion’s free plan.

What is a Notion template?

By definition, Notion templates are pre-built Notion pages that you can duplicate into your Notion workspace with a simple click. They can be simple pages or very advanced systems with multiple databases. Using templates can help you save time and hours of work to get started quicker with Notion.

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