**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.








![99 FREE Notion Templates for Everything [2025]](https://cdn.prod.website-files.com/5eea51a7e2d10b853f4385b9/631b3f0c401dc2e8102dce51_OG%20Free%20Notion%20Templates%20(low).jpg)
.webp)