Co-founder and Marketing Head
Investing comes in many forms, from stocks and bonds to even starting your own business.
But it doesn't matter which one. As long as you are investing money, buying assets, or building a portfolio towards a particular purpose, you will need a means of tracking the crucial details of your investments, or you will run the risk of investing without a sense of direction
With Notion templates for investments, you can view everything about your investments in one place to make sensible decisions that will yield short-term gains and set you up for long-term advantages.
The best Notion investment templates (which I have listed below) are highly customizable and have dedicated sections for several parameters around your investment assets.
Let's begin with them, shall we?
Investment Portfolio Management | Notion Template
If your investment game involves acquiring and earning returns on a large number of portfolios, you almost can't do without a way of keeping track of each one of them and monitoring their performance.
With the investment portfolio tracker template, you get a view-at-a-glance layout, so you don't have to waste time figuring out the best system by yourself.
Creator: Desein Yang
Features:
Price: Free
Simplest finance tracker | Notion Template
While managing your finances might seem challenging, the simplest finance tracker offers, as its name suggests, a simple way to do just that.
Anybody can use it, but it's mainly suited for personal finances and people like students.
Creator: Pablo Santalla
Features:
Price: Free
Investment Portfolio Dashboard | Notion Template
As an investor, do you crave being able to see all your investments, platforms, brokerage accounts, and apps all in one place? Well, then, you are in good company.
The investment portfolio dashboard serves just that purpose—bringing everything about your investment into one platform for easy monitoring.
Creator: Vizz
Features:
Price: Free
Trading Journal | Notion Template
The trading journal is basically a page for listing out all your trades and their details in a tabular view.
There are no categories or bold headings, just a spreadsheet-style listing of all the trades you've executed.
With the trading journal template, you can describe your trades with more than a dozen parameters. Coming up with such parameters on your own can be tricky and time-consuming, and that's what this template helps you avoid.
Creator: Ashwani
Features:
Price: Free
Investment Tracker | Notion Template
If you are an investor, keeping track of your stocks portfolios and monitoring the ever-fluctuating prices is an unavoidable part of the game.
With the investment tracker, you can finally bring organization to the game and plan your next moves. The template allocates specific sections to your portfolio, stocks, investments, accounts, and live prices. Speaking of live prices, the template updates them automatically at regular intervals.
Creator: Second Brain
Features:
Stock & Option Profit Tracker | Notion Template
One reason why it can be challenging to keep track of your stock and options data is that there are so many parameters to take care of.
Missing any of them can lead to inaccuracies in your records and even lead to wrong conclusions if you wish to draw on past trades as part of your decision-making process for future ones.
However, the stocks and options profit tracker has everything nicely handled.
The stock and options tracker has sections for recording the returns of the year, as well as stock movements and options movements for the year.
On top of that, it has a few other nifty features I will list below:
Creator: Zhelin Chen
Features:
Price: Free
Property Portfolio | Notion Template
As a property portfolio owner, you may already have a way of managing and monitoring the information around you.
However, if you aren't getting the most information out of your current tracking system, you might be missing crucial bits of data, which could negatively impact the quality of your decisions.
Meet the property portfolio tracker template that can give you god-like surveillance of your property portfolio.
This comes directly from the template creator: “Capture all the essential information about each property, including address, size, features, year built, acquisition details, and market price, providing a comprehensive overview at a glance.”
Want to know more? Spoiler alert: this template doesn't come free.
Creator: Abdo Karmalla
Features:
Price: $139
Crypto Investment Tracker | Notion Template
If you are into cryptocurrency investments, you know more than most the importance of monitoring your crypto investments, performance, and strategies.
Failing to do so could hinder your ability to react quickly to volatile market conditions. You might also be unaware of how your investments perform against your expectations and market trends.
The crypto investment tracker provides a structured and user-friendly space to monitor market trends and portfolio growth closely. It gives you a tabular format to list your tokens with their parameters.
Creator: Ben Walther
Features:
Price: Free
Trade Tracker Journal | Notion Template
With the trade tracker journal, you can finally trade with a sense of direction and keep a record of what works well.
Specific segments of the trade tracker journal are dedicated to showing you your entry and exit points, trade size, and profit or loss.
Other sections help you add detailed notes and observations for each trade so you can have valuable insights from your past trades to draw on.
Creator: MrPugo
Features:
Price: Free
Investment OS | Notion Template
The Notion investment OS is a template that packs a double triple punch: analyze investments, monitor performance, and make informed decisions.
Just like the name suggests, it brings all your investment data in one place via a dashboard from where you can quickly locate all kinds of investment details, ranging from asset symbols to percentual returns and dividends, et cetera.
Creator: Chris
Features:
Price: $21
Investment Research Management System | Notion Template
Investment isn't a game you play with blindfolded eyes. It takes a lot of research to know a potential investment's financial statement, amongst other details, to assess its intrinsic value and future growth potential.
When making such findings, things can quickly get overwhelming, so having a management system in the form of a template is often helpful so you can conduct your research in an organized manner that keeps track of all the critical details.
That's what the investment research management system template is all about. It helps you to keep all your research in one place and also provides a workflow, CRM, decision log, and other tools to help with your investment process.
Creator: Matthew Brown
Features:
Price: Free
So there goes my pick of the best Notion investment templates. Feel free to try them out, and don't forget to let me know your thoughts about them.
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