Manage your financial portfolio inside of your Notion Dashboard
For Stocks, Forex Trading, Cryptocurrencies (Bitcoin & Co) and Metals (Gold, Silver)
What is inside?
This template will help you to:
- ✅ maintain a better overview of your financial assets and wealt
- ✅ rebalance your portfolio to the desired asset distribution
- ✅ track your trading performance with a trading journal
- ✅ see your historic trading performance within a customizable time frame (Year, Month, Week, Day)
For whom did I create this template?
✅ For people invested in different asset classes
✅ For people who are actively managing their investments
✅ For day traders
⛔ If you are not investing money (obviously)
⛔ If you are not experienced with Notion
Trading Stats for different time periods (years, months)
Investment Portfolio Overview
Performance of your financial assets
Overview of your accounts and related assets
List of your Buying Positions
List of your Selling Positions
Common Questions and Answers
This version is for individual use only. If you use it within a company, you can use it with a Business Notion account.
Yes, I continually update the template. Once you purchase you will receive all future versions via e-mail.
Who am I and why did I create this Notion Template for you?
My name is Philipp. I am based in Vienna, Austria.
My career as a digital creator started in 2013 when I began to write a blog about Marathon running.
Within 4 years I built one of the biggest German-speaking Marathon blogs and launched an online running academy.
When I left the business I started a digital marketing agency, which is helping lawyers, medical doctors, and small businesses get more customers with online marketing.
However, in my heart, I am mostly a creator.
Therefore, I got back to creating online courses on Udemy and premium templates for Notion.