Investment Tracking

About this template
A powerful and automated Notion system designed to help you track, manage, and analyze your investments efficiently. With real-time portfolio insights, performance tracking, and detailed transaction history, this system ensures accurate monitoring of your assets in one place.
š¹ Key Features:
š Investments Database ā Track & Analyze Your Portfolio
Store all investment details, including
asset type, ticker symbol, purchase data, and target value
.
Automated calculations for
current investment value, profit/loss, returns (%), and investment age
.
Keep your portfolio
updated with the latest market prices
.
š Transactions Database ā Record Every Trade
Log
buy/sell transactions
, including
price per unit, fees, and total quantity
.
Automated
net investment calculations
update your portfolio instantly.
Track total investment amount, performance, and history in one place.
š Automated Performance Tracking
Real-time updates on
current value, profit/loss, and returns
for each asset.
Monitor
investment growth trends
over time with key financial insights.
š Why Use This Investment Tracker?
ā
Complete Portfolio Overview ā Know exactly how your investments are performing.
ā
Real-Time Updates ā Formulas keep your data accurate without manual calculations.
ā
Financial Clarity ā Understand where your money is going and make informed decisions.
Whether you're a long-term investor, stock trader, or crypto enthusiast, this Notion Investment Tracker provides everything you need to manage your investments efficiently and maximize returns.