Notion Investment Dashboard

Live stock prices, research terminal & investment analytics.

41 followers

Live stock prices, research terminal & investment analytics.

41 followers

•

•

•

What's included in the dashboard: ✔️ Instant and automatic analytics after trade entry ✔️ Guide for live stock prices & market widgets ✔️  Research terminal with templates for researching new equity and crypto trades

Notion Investment Dashboard gallery image

Payment Required

Launch tags:Analytics•Investing•Money

Launch Team

Webflow | AI site builder — Start fast. Build right.

Start fast. Build right.

Promoted

Side Project OS

Maker

👋 Hey Product Hunt Excited to share this one. I work in the finance industry and a clean, easy to use investment dashboard for individual investors is hard to come by! What's included in the dashboard: ✔️ Instant and automatic analytics after trade entry ✔️ Guide for live stock prices using Notion2Sheets ✔️ Guide for live market widgets ✔️ Simple and efficient approach to logging trades ✔️ Unrealised and realised profit/loss functions ✔️ Research terminal with templates for researching new equity and crypto trades ✔️ Average entry and exit price functions ✔️ Dividend entries ✔️ Capital gains tax ✔️ Analytics by asset class 👉🏼 Jump over to Gumroad to find a full product description 🎉 Use 'INVEST' at checkout to take 25% off! 💬 I'll be around all day so drop any questions/comments here or send me a dm on Twitter). 🚀 Happy investing!

Report

4yr ago

@hugh_dawkins Great! What is the main issue do you solve? Does it helps to invest with confident?

Report

4yr ago

Side Project OS

Maker

@_1_ras thanks Gleb! The main pain point it solves is serving as a single source of truth for all your investments in a space that is completely customisable. Allows you to show your investments and statistics the way you want to see them. It certainly brings clarity to your investments and the research terminal allows you to research investments in depth before taking the plunge. Based on this i'd argue it definitely helps me invest with confidence!

Report

4yr ago

Great stuff! Makes notion much more valuable

Report

4yr ago

Side Project OS

Maker

@sreenath_pradeep Thanks Sreenath! Notion is definitely a beast of a platform!

Report

4yr ago

TimelinesAI Native Zapier Integration

Hi , do you support multicurrency invetsments in ETF's? Do you support custom tax rates that change over time?

Report

4yr ago

Side Project OS

Maker

@itentser Hey Ishay, if the ETF is listed on a global exchange then it is supported. Currently it is setup as a fixed capital gains tax rate per trade - so you can have different tax rates on different trades. Does that work for you? Happy to field any feature requests to improve the product. Cheers!

Report

4yr ago

TimelinesAI Native Zapier Integration

@hugh_dawkins thanks, are you support diffrent currencies for diffrent trades? For example I hold in My portfolio MSCI in $,euro,NIS and more.

Report

4yr ago

Side Project OS

Maker

@itentser that's all supported! Do you need a hand setting it up? Please send me a message on Twitter or email via Gumroad link and I can guide you through it. Cheers!

Report

4yr ago

TimelinesAI Native Zapier Integration

@hugh_dawkins I have some questions regarding multi currencies, I don't find your email, could you email me on ishay82 at gmail.com?

Report

4yr ago

Side Project OS

Maker

@itentser just sent you an email! Looking forward to hearing back from you

Report

4yr ago

Congrats on the launch! What a great idea, looks amazing too- can’t wait to try it out ✨

Report

4yr ago

Side Project OS

Maker

@cutouts_co thank you!! let me know how it goes :)

Report

4yr ago

Looks interesting, congrats on the launch.

Report

4yr ago

Side Project OS

Maker

@binachi_youness cheers!

Report

4yr ago

Chatbase

Great work, it's always a challenge to find the best software or personally made way to keep track of the key aspects of investments you've made. This looks simple and clear, I might even recommend some family members to use it!

Report

4yr ago

Side Project OS

Maker

@maxine_buchert Thanks Maxine! It definitely is a struggle. Thanks for being kind enough to recommended it!

Report

4yr ago