Top 10 Free Portfolio Planning Templates in Notion

Use this Investment Tracker Notion template to manage all your investments, track your portfolio, and get LIVE stock prices in Notion

Do you have multiple investment accounts and platforms you use to track them? Do you have separate apps for your brokerage accounts, crypto accounts, retirement accounts, etc.? If so, you are like me. I wanted to see my investments on one simple page, together, so I could get an aggregate picture of them. So I made one.

Use this Notion Investment Portfolio Dashboard to track your investment account balances, shares, cost basis, market value, open P&L, and much more.

It's basically my trading journal where you can put your trades altogether and review them correctly.

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I created these two tables to keep track of my invested money, and understand my current liquid value, total growth, average yearly growth, etc. It’s often difficult to keep track of invested money, and it can be a challenge to know which investments are giving you the best bang for your buck. I've included a quick tutorial inside the template to help you get started.

This is a research management system built specifically for investment firms, but useful for anyone needing to keep track of research in one convenient place.

At its core, it is a research management system that helps you capture important research on companies, industries, and people. However, it also includes workflow management, CRM, priority setting tools, and a decision log to help you with your investment process.

This is the free and simplified version of my trading journal, where you can record each of your trades, add your profit, and screenshots of your entries.

Even in this trading journal, the real magic lies in the categorization and search by tags.

Better help individuals manage their investment projects, analyze the underlying investments and automatically calculate return data.

It is important to be aware of expenses and plan for the future. This template provides a framework for creating a financial system tailored to your interests and goals. It allows you to keep track of income and expenses and easily view your savings in various bank accounts.

Enables traders to journal effectively.