Best 10 Investing Templates for Financial Advisors

The template provides a framework for creating a defined trading strategy.

The main purpose of the template is to provide structure and discipline to the trader's decision-making process, helping to stay focused on the rules of the system and avoid making impulsive trades.

It can be customized and duplicated as many times as each person has models or strategies. It could also be set as a trading journal 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.

I created these two tables to keep track of my invested money, and understand my current liquid value, total growth, average yearly growth, etc. It’s often difficult to keep track of invested money, and it can be a challenge to know which investments are giving you the best bang for your buck. I've included a quick tutorial inside the template to help you get started.

Experience a clear overview of your expenses with just a glance at the Dashboard. Perfectly tailored for tracking and budgeting personal or professional expenses, our template includes customizable categories for a more detailed analysis of your spending habits. Take control by setting spending limits for each budget, and watch the progress bar dynamically adjust to your spending patterns. Plus, with budgets set on a monthly basis 🗓️, staying on top of your financial goals has never been more straightforward.

It is important to be aware of expenses and plan for the future. This template provides a framework for creating a financial system tailored to your interests and goals. It allows you to keep track of income and expenses and easily view your savings in various bank accounts.

This Notion template is the easiest template to use when it comes to managing finances. All you have to do is import your income and expenses, the rest is automated.

Log every time you put money into your portfolio and your current assets. Simplipurr's investment tracker will show your current ROI and the estimated projections for up to 45 years.

An all-in-one dashboard to help you in managing and tracking your finances.

With features to set monthly budgets, saving goals, and view monthly expenses and incomes, users can become more aware of their money flows and learn to better manage their finances.