Investment Dashboard / Notion Template

Hey 👋 I'm Hugh - the creator of this template.

I'm a Notion ambassador and obsessed with optimising Notoin spaces!
You can check out my other templates here.
Want to get in touch? Shoot me a message on Twitter.

Happy to answer any questions you have!Investment trackings tools are tedious, require housekeeping and always lack that one feature you want.

Bring it all inside the Notion investment dashboard and have a single, functional and customisable source of truth for all your investments.

Live stock prices, research terminal and investment analytics.

What's included in the dashboard:

✔️  Instant and automatic analytics after trade entry

✔️  Guide for live stock prices (all major exchanges and indices worldwide) using Notion2Sheets

✔️  Guide for live market widgets

✔️  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

✔️  Capital gains tax

✔️  Analytics by asset class

FAQ

Does this work with a free Notion account?

• Sure does! Just hit duplicate and you're good to go!

Are free updates included?

• Yes - all updates are free and included! There is a Changelog page included in the template that will document any updates. I'll be sure to let you know of any updates too.

How will I know how to use the template?

• There is a setup page included to run you through plus 5+ video guides inside the dashboard.

What users are saying:

Nice work! I definitely need something like this. The excel spreadsheet I've been using just doesn't cut it. :)

-- Brento

Great work, it's always a challenge to find the best software or personally made way to keep track of the key aspects of investments you've made. This looks simple and clear, I might even recommend some family members to use it!

-- Maxine

Great stuff! Makes Notion much more valuable.

-- Sreenath

Really appreciate the work you've put into the investment dashboard, everything is decent and more than enough.

-- Rahul

Hey 👋 I'm Hugh - the creator of this template.

I'm a Notion ambassador and obsessed with optimising Notion spaces!
You can check out my other templates here.
Want to get in touch? Shoot me a message on Twitter.

Happy to answer any questions you have!