Stock Portfolio Tracker Template for Notion | Track Stocks, Dividends & Transactions

Stop Losing Track of Your Stock Investments

Managing a stock portfolio across multiple brokerage accounts is overwhelming. You're tracking spreadsheets, checking different apps, manually calculating returns, and still can't see your complete portfolio picture at a glance.

This Notion template solves that problem.

What You Get:

A complete investment command center that automatically tracks:

✅ Stock Holdings — Every position with real-time performance metrics

✅ Transactions — Complete buy/sell history with automatic calculations

✅ Dividends — Passive income tracking with payment schedules

✅ Watchlist — Stocks you're considering with target prices

✅ Portfolio Accounts — Multiple brokerage accounts in one dashboard

✅ Performance Analytics — Charts, allocations, and profit/loss analysis

Key Features:

📊 Holdings Dashboard

• Track all stock positions in one centralized view
• Automatic cost basis and market value calculations
• Real-time profit/loss tracking ($ and %)
• Average buy price with smart formulas
• Total shares and portfolio allocation percentages
• Investment age tracking

💼 Portfolio Accounts Management

• Manage multiple brokerage accounts (Robinhood, Fidelity, Vanguard, etc.)
• Track cash balances and holdings value per account
• Total portfolio value with gain/loss calculations
• Visual charts showing account allocation
• Transfer tracking between accounts

💰 Dividend Tracking

• Log all dividend payments automatically
• Track dividend per share and total amounts
• Payment date and ex-dividend date tracking
• Reinvestment history (DRIP tracking)
• Filter by upcoming, received, or reinvested
• Calendar view for payment schedules
• Tax withholding tracking

💸 Transaction History

• Record every buy and sell trade
• Automatic total amount calculations
• Fee tracking and impact on returns
• Date-based grouping and sorting
• Filter by transaction type (Buy/Sell)
• Calendar view of all trades
• Notes for each transaction

👀 Watchlist

• Monitor stocks you want to buy or sell
• Set target prices and price alerts
• Track current vs. target price automatically
• Organize by priority (High/Medium/Low)
• Group by sector, exchange, or action type
• Status tracking (Watching/Ready to Execute/Executed/Passed)
• Visual cards with stock overview

📈 Analysis & Performance

• Portfolio summary with key metrics
• Sector allocation breakdown
• Performance charts (donut, column, line)
• Top and bottom performers ranking
• Unrealized vs. realized gains
• Daily market movers (gainers and losers)
• Returns percentage calculations

What's Inside:

6 Interconnected Databases:

1. Holdings — Stock positions with 40+ properties including formulas for P/L, returns, allocation, market value, and performance tracking
2. Transactions — Complete trade history with automatic amount calculations and fee tracking
3. Dividends — Payment tracking with reinvestment history, dates, and amounts
4. Watchlist — Opportunity tracking with target prices, alerts, and status management
5. Accounts — Brokerage account management with balance calculations and portfolio values
6. Portfolio Overall — Aggregated metrics with best/worst performers and total gains

25+ Database Views:

• Holdings: Default table, Top Performers, Largest Positions, Daily Gainers, Daily Losers, By Sector, By Exchange
• Dividends: All Payments, Upcoming, By Stock, By Frequency, Calendar, Reinvested vs Cash
• Watchlist: Actively Watching, Ready to Execute, By Priority, By Sector, By Status, By Exchange, By Action Type
• Transactions: Recent (7 days), By Type, By Portfolio, Calendar, Complete History
• Accounts: Account Overview, Portfolio Cards, Gallery with logos
• Analysis: Portfolio Summary, Sector Breakdown, Performance Charts (3 donut charts), Top/Bottom Performers

Multiple View Types:

• 📋 Table views for detailed data analysis
• 📅 Calendar views for dividend and transaction scheduling
• 🖼️ Gallery views with visual stock cards
• 📊 Board views grouped by status, priority, sector
• 📈 Chart views (donut, column, line) for visual analysis

Pre-Built Pages:

• Main Dashboard — Quick actions, account overview, portfolio overall, holdings snapshot, watchlist preview, dividend tracker, recent transactions
• Holdings — Complete stock positions with daily market movers
• Transactions — Full trade history with multiple filtered views
• Dividends — Upcoming payments and complete dividend history
• Watchlists — Stocks you're monitoring with smart filters
• Analysis — Portfolio summary, allocation, performance breakdown, top/bottom performers
• Portfolios — Brokerage account management with charts
• Backend — Database management hub (all 6 databases accessible)

Sample Data Included:

• 13 stock holdings (AAPL, MSFT, NVDA, TSLA, AMZN, and more)
• 4 brokerage accounts (Robinhood, Fidelity, Vanguard, Interactive Brokers)
• 22 completed transactions showing the system in action
• 11 dividend payments (expected and received)
• 10 watchlist stocks with target prices
• See exactly how everything works before customizing

Perfect For:

• 📈 Active Investors tracking multiple stock positions
• 💼 Long-Term Investors building wealth over time
• 💰 Dividend Investors seeking passive income
• 🎯 Value Investors hunting for opportunities
• 📊 Portfolio Managers needing comprehensive tracking
• 🔍 Anyone serious about organized investment management

Quick Setup (30 minutes):

1. Duplicate the template to your Notion workspace
2. Explore the sample data to understand the system
3. Add your brokerage accounts and starting balances
4. Record your existing stock holdings
5. Log your historical transactions (optional)
6. Set up your watchlist and dividend tracking
7. Start monitoring your portfolio growth!

Detailed video tutorials and setup guide included.

Why This Template?

💰 Make Better Decisions — See your complete portfolio picture and identify opportunities

📊 Track Performance — Know exactly how each investment is performing with automatic calculations

💸 Never Miss Dividends — Track passive income and reinvestment history

⏱️ Save Time — Stop juggling multiple apps and spreadsheets

😌 Reduce Stress — One dashboard for your entire portfolio

🎯 Stay Organized — Systematic tracking of holdings, trades, and opportunities

What You'll receive:

✓ Complete Stock Portfolio Pro Notion template (duplicate & use immediately)

✓ 6 interconnected databases with 100+ advanced formulas

✓ 25+ pre-configured views (table, board, gallery, calendar, chart)

✓ 7 navigation pages for easy access

✓ Sample portfolio data with 13 stocks and 22 transactions

✓ Video tutorials for setup and customization

✓ Step-by-step guide

✓ Lifetime access (no subscription)

✓ Future updates included free

Technical Requirements:

• Notion account (Free or Paid — both work perfectly!)
• Compatible with desktop, tablet, and mobile apps
• No coding or spreadsheet knowledge required
• Fully customizable to match your investment style

FAQs:

Q: Will this work on Notion's Free plan?

A: Yes! All features work on both Free and Paid Notion plans.

Q: Can I add more stocks or accounts?

A: Absolutely! Add unlimited stocks, brokerage accounts, and transactions.

Q: Does this connect to my real brokerage account?

A: No, this is a manual tracking system. You input your data, and the template calculates everything automatically.

Q: Can this track options, crypto, or other assets?

A: This template is optimized for stocks, but it can be customized for ETFs, mutual funds, or other investments.

Q: Is this a one-time payment?

A: Yes! Pay once, use forever. No subscriptions or recurring fees.

Q: Can I track different currencies?

A: The template uses $ by default but can be customized for any currency (€, £, ¥, etc.).

Q: I'm new to Notion. Is this easy to use?

A: Yes! Includes sample data, video tutorials, and a step-by-step guide to get you started.

Q: Can I track realized and unrealized gains?

A: Yes! The template automatically calculates both unrealized gains (current holdings) and realized gains (from sells).

Q: Do you offer support?

A: Yes! Email support is included for setup questions.

Get Started Today

One-time payment: $15

That's less than one month of a portfolio tracking app subscription — but this gives you lifetime access to a professional investment management system.

Click "I want this!" to take control of your investment portfolio.