Investing templates

Maximize your financial growth with Notion's Investing templates. Track portfolios, analyze markets, manage investment goals, and maintain a detailed trading journal. Designed for individual investors, financial analysts, and anyone looking to navigate the investment landscape with informed decisions.

173 Templates
A template preview for Investion - Notion Investing Journal
A template preview for My Finance Tracker Plus
A template preview for MoneyFlow Tracker
A template preview for Real Estate Investor Portfolio
A template preview for Ultimate Finance Tracker
A template preview for Trader's Diary (+Scalping)
A template preview for Notion Pro Trader
A template preview for Notion x Finance
A template preview for Day Trading
A template preview for Smart Money Tracker: Budget Tracker Template for Notion
A template preview for Finance dashboard
A template preview for Finance & Budget Tracker
A template preview for The Live Notion Investment Hub (w/ AI and Automation)
A template preview for Real Estate OS
A template preview for Insane Trading Workspace (crypto & forex)
A template preview for Investment Tracker
A template preview for Personal finance control
A template preview for FIRE OS - Financial Independence Retire Early Finance Tracker & Planner
A template preview for Domain Investing Resources and Tools
A template preview for Crypto Profits Tracker (+ Notion API Integration in Python)
A template preview for YOLO Trading Journal
A template preview for Notion Net Worth Tracker
A template preview for Trading Journal
A template preview for Forex Trade Journal

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.com/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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