Investment Portfolio Management

Systematic workflow to manage your investment portfolio.

このテンプレートについて

Better help individuals manage their investment projects, analyze the underlying investments and automatically calculate return data.

このクリエイターについて

評価とレビュー

4.35

6件の評価に基づいています

Too basic with no formulas

I basically had to rebuild the template. There are no formulas included. As a beginner to NOTION it was a daunting task to try and create a formula that would automatically add up all of my individual investments, and give me totals with % returns at a glance. So all of my inputs were done manually. What's the point of a template?

S.R. DiSab、2024年11月19日