Investment Tracker

A Notion template to keep track of all your investments in one place.

Our Notion dashboard simplifies tracking your investments and holdings across multiple accounts – from brokerage to crypto wallets.

What's included?

Get a clear view of your assets to make informed investment decisions. Achieve a balanced portfolio for better outcomes.
Easily view your transaction history and improve your investing habits effortlessly.
Embrace simplicity and manually enter your information to gain clarity and take charge of your financial information.