Notion Investment Tracking

Track, manage, and grow your portfolio—all in Notion.

The Investment Tracker is a powerful and fully automated Notion system designed to help you monitor your assets with precision. Whether you're investing in stocks, crypto, or ETFs, this all-in-one tool gives you complete clarity on your portfolio's performance, transaction history, and real-time growth.

🔹 Key Features

• 📊 Investments Database – Analyze Your Entire Portfolio
  • Store essential details like asset type, ticker symbol, purchase date, and target value.
  • Automated calculations for current value, profit/loss, returns (%), and investment age.
  • Keep your portfolio up to date with real-time market price inputs.
• 📑 Transactions Database – Record Every Trade with Precision
  • Log every Buy/Sell transaction with unit price, quantity, fees, and more.
  • Automatically updates your portfolio’s net investment, quantity, and performance.
  • Maintain a clear and organized transaction history for accurate tracking.
• 📈 Automated Performance Tracking – Insights at a Glance
  • Get real-time updates on each asset’s value, profit/loss, and return percentages.
  • Visualize growth trends and track long-term performance with ease.

🚀 Why Choose This Investment Tracker?

✅ All-in-One Portfolio Dashboard – See all your investments in one place.
✅ Real-Time Automation – Smart formulas eliminate manual calculations.
✅ Data-Driven Decisions – Gain financial clarity to grow your wealth confidently.

Whether you're a long-term investor, day trader, or crypto enthusiast, this template gives you the tools to track smarter, invest better, and stay ahead.

Template Screenshot