Notion Investment Portfolio Dashboard

Understand your Investments better with Notion Template

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.

FAQs:

1. What is Notion?

Notion is an all-in-one workspace that allows you to take notes, add tasks, manage projects, and get organized. Whether you're writing or planning, Notion has a versatile design for getting things done.

2. What is Notion template?

Notion templates are pre-built Notion components that can be imported into your Notion workspace and are a great way to boost your productivity in Notion.

3. How I will receive a template?

After purchase, you'll receive a link to duplicate the Notion template to your workspace.

4. Will I need to pay to use Notion?

No, Notion does offer a free plan with no strings attached.

5. Will I need to pay for this template?

No, this template is free! Simply input "$0" in the purchase box and "add to cart" and you will be able to get the link to access. However, if you found value from this template and would like me to dedicate more time to making them, feel free to name a fair price!

6. I have more questions.

Send your question to heyvizz.m@gmail.com I will be more than happy to answer.