Investment Tracker & Portfolio

This Notion template is designed to help you manage all your investments on a single page. You can track your stocks, crypto, and cash while monitoring individual and total portfolio P/L. If you're a visual individual like me, use the chart view to see your portfolio breakdown at a glance.

What's inside?
1. Investment Tracker: Log your investments with details like shares, purchase price, and date of purchase.
2. Stock Prices: Update stock prices to see the profit and loss on your holdings.
3. Total Portfolio Balance: Formulas calculate your total balance and P/L.
4. Portfolio Chart: Visualise your holdings in a chart view, because you're cool.