Ultimate Investing Dashboard
By
A collection of 3 interconnected databases in Notion that allows you to track your investment portfolio.
Rating:
Share:
$ 22
0% off
Price $18 with extra 20% discount. Use code MIDYEAR20
Loading PayPal...
Secure payment processed by Stripe and Paypal
Related management premium templates
Basic Employee Management System
Ultimate solution for effectively managing your team's productivity and success.
$39
Resolution Board
Plan your New Year resolutions and achieve them with this one and only Template.
$39
Product Launch Kit
Plan your product launch using this Notion Launch Kit to get more success.
$49
Expense Tracker
Mismanaged budgets are a thing of the past! Stop worrying, Start tracking!
$29
Investment Tracker
Keep track of all your investments in one beautiful dashboard.
$9
Crypto Tracker
⚡️Minimal template to track all your Crypto in one place. Shows how much you invested, its current value & returns⚡
$4
$5
Ultimate Finance Tracker
Easy way to track your income and expenses Linked databases to keep track of year yearly profits
$19.99
Money Caretaker
Propel your journey towards financial freedom, make it grow for you and become a caretaker of your money.
$11.97
$19
The Designers Workspace Notion Template Kit
The Designer's Workspace is a template kit that has everything you need to run a successful design business.
$19.14
$29
Crypto Portfolio Live Tracker
Track all your crypto transactions, holdings, performance and live price changes!
$6
$10
Rentas Inmobiliarias
¿A que te gustaría poder retirarte de trabajar con menos de 50 años?¿O al menos poder elegirlo sin miedo al fin de mes?
$2.90
Aesthetic Notion Freelancer PRO Template
Manage your business effectively, increase productivity and achieve your business goals with this freelancer template.
$29
6 Jars Money Management
Manage your money with the 6 Jars System of Money Management.
$9
Finance Tracker Pecunia
All-In-One Notion dashboard to manage all your finances, investments and budget
$45.15
$129
Rich Finance Tracker
Automate your Finance Tracking in Notion with this template!
$15
Notion Company OS
Manage your Company in one place, from the Lead through the Project and Task management to the Invoicing.
$29
My Finance Tracker
⚡️Minimal customizable template to manage your income, expenses, investments, savings etc. in a single place ⚡️
$6
$12
Personal Finance Tracker
⚡️Minimal template to track your finances in one place. Get stats, add categories & manage your income and expenses ⚡️
$5.60
$7
Financial Dashboard
This dashboard has helped me a lot managing my finances. You can see all important things on just one page.
$5
The 1-2-1 Football Session Manager
The 1-2-1 Football Session Manager is a complete system for managing your 1-2-1 and small group clients.
$30
Template Description
Why did I create this template?
I created this template to track my long-term investments, and Notion turned out to be an amazing solution for just that.
What's inside the template?
This template is a collection of 3 distinct databases.
Database #1: Assets
This database allows you to store all the assets you invest in - stocks, cryptocurrencies, ETFs, index funds, etc. As you saw in the image above, you can add your research data individually to each of them, and then connect it to database #2, which is...
Database #2: Investments
In this database, you'll record your trades!
For example, I bought 1.04 shares of TSLA (Tesla Inc.) on the 19th of August 2022.
I can record the trade in this database like so, with the price I bought it at, the money I invested, etc. This syncs with the current price of the asset from Database #1, so I always know how much my 1.04 shares of Tesla are worth at all times.
There is a separate view where you can also group your investments by asset, so you can see how your different investments are doing in a logical environment.
Database #3: Accounts and Net Worth
If you're like most people, you don't just keep your money OR assets in one place. You likely have multiple bank accounts and trading accounts. For example, I also have a cold wallet as of recently, for my Bitcoin, so that's also separate.
You can connect the different investments you have to the Accounts and Net Worth database via relations.
It will also display what percentage of your money is in the different bank accounts (For example for me it's about 50% in my trading account, 20% in my cold wallet, 30% in my checking account, etc).
How to use the template?
Out-of-the-box solution
What are the benefits of the template?
Achieve financial freedom and better understanding of your investment portfolio with this minimalistic dashboard.
Finance Management with Notion
Managing finances just got super easy with these discounted Templates. ✨
Expense Tracker
Mismanaged budgets are a thing of the past! Stop worrying, Start tracking!
$29
NotionBooks - Complete Accounting Toolkit for Individuals and Businesses
NotionBooks is a bookkeeping system that's for effortless bookkeeping, financial tracking, client payment management.
$49
Finance Tracker Pecunia
All-In-One Notion dashboard to manage all your finances, investments and budget
$45.15
$129
Fintece v2
Fintece is an all-in-one personal financial assistant inside Notion!
$30
Ultimate Finance Tracker
With Ultimate Notion Finance Tracker, you can save money and optimize your budget. Organize and analyze your cash flow.
$29
Ultimate Finance Tracker
Easy way to track your income and expenses Linked databases to keep track of year yearly profits
$19.99
Personal Finance Control Hub
This all-in-one Notion system does the math for you, shows budget, and keeps you motivated with visual goal tracking
$17
Aesthetic Financial Tracker
The ultimate Notion template for taking control of your finances and living your best life!
$17
Notion Finance Dashboard
Introducing the comprehensive personal finance template that will help you take control of your finances.
$17
Rich Finance Tracker
Automate your Finance Tracking in Notion with this template!
$15
Ultimate Finance Tracker
Automate your finances' management at 360 ° with Notion. Investments, Cards, Bank Account, Monthly/Yearly balance & More
$14
The Ultimate Finance Tracker
This Finance Dashboard is a powerful tool to track your expenses, income, money transfers, savings, and debts
$14
Subscription Tracker
This Notion Template will help store all your subscriptions in one place!
$13.30
$19
Notion Cryptofolio
A Notion template to track all your cryptocurrencies investments with custom real-time pricing widgets.
$12
Money Caretaker
Propel your journey towards financial freedom, make it grow for you and become a caretaker of your money.
$11.97
$19
Finance & Crypto Tracker
Track. Measure. Analyze. Improve. All of this using Notion.
$11.90
$14
One Page Budget Tracker
Take control of your finance now. Start making better financial decisions now.
$10
Advanced Subscriptions Tracker
Keep track of your personal subscriptions in Notion. Classic table view with tags, statuses, type of subscriptions, etc.
$10
Finance tracker
A comprehensive dashboard that helps you make your finances good
$10
All-in-one Personal Finance Dashboard
Plan, manage, and track your finances all in one place!⭐ 20+ ready-to-use and easy-to-customise templates
$10
Notion Money Tracker
Calendar views, easy expense management, recurring transactions, multi-account balance tracking and more! Download now!
$10
Kakeibo Budget Planner
Regain peace of mind while hitting your saving goal with a Kakebo Budget Planner for Notion.
$10
Notion Finance Tracker
Track your daily and monthly income, expenses and subscriptions
$10
Car Wiz Maintenance Tracker
Template that assists in maintaining your vehicles to uphold their reliability and value! Everyone loves to save money!
$10
Be a Maker and start earning now
Have a knack for building useful or aesthetic Notion templates? Prototion is the perfect platform for generating revenue by selling templates. Learn more
Be a maker