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.
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**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.
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 🎉
**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.