Notion Portfolio Manager

Notion template to track your investments

17 followers

Notion template to track your investments

17 followers

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Notion Template that helps you track your investments Features: 📋 Accounts: Hold the different items in your portfolio 📧 Asset Classes: Group of investments having similar traits 🍭 Portfolio: Lists every asset in your portfolio Get it now!

Free

Launch tags:Productivity•Fintech•Tech

Launch Team

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Notion Portfolio Manager

Maker

Hello, ProductHunters! 👋🏼 I'm so excited to share this template with you all. I started my financial journey not too long ago, and I have learnt so much since. There are some truly great resources out there. In hopes I get to retire one day, I decided to teach myself all about the stock market: stocks, bonds, dividends, ETFs, and even some crypto. It was quite overwhelming at first, but it became much easier once I found ways to automate certain parts of the process. For instance, I learnt that as your work towards financial independence, it's crucial for your portfolio to be aligned according to your current situation and plans for the future. That's where Notion comes in! This template will make sure your investment portfolio is balanced the way you need it to, making sure you're on track to achieve your financial goals. It has three main components to it: 🏦 Accounts: This one's pretty straightforward; it contains the accounts that are used to hold the different assets you have. Breaking them down here will help filter and sort your actual portfolio. 📊 Asset Classes: Your assets can be grouped into classes that share similar characteristics and behaviours. Here, you will be able to make sure you are on track with your targets and haven't veered off too much from your goals. 📈 Portfolio: The main database in this template. This is a list of every asset in your portfolio, each of which would match one or more asset classes. I hope it helps you as much as it helped me. Enjoy! 🌼

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5yr ago

Helpdesk by LabiDesk

@luisacodes Great template! Thanks for sharing!

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5yr ago

Notion Portfolio Manager

Maker

@bochkovaleks Thanks so much!

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5yr ago

Dragula

Hunter

Hey ProductHunt 👋 , I want to thank all of you for supporting me in my journey, I am grateful for you being consistently there for us and showing much love towards our " Meal Planning " Template, and making it a part of your daily routine as a fitness lover! As a gesture of appreciation, I am now back with another amazing template - " The Stock Portfolio Manager Template " from Prototion. 📝 Now, before going forward with that, 🎊 I would like to credit the creator of this theme and another maker of Prototion - Luisa. Prototion helps makers monetize 💸 their Templates and bring them to light. If you want to be a maker in our community too, visit https://prototion.com. I have a firm belief that this brilliant stock managing system will give you a headstart in managing your online investments while also motivating you to take calculated risks, outcomes of which will be very pleasing in the future! Cheers! 🌊 😃

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5yr ago

The template looks really clean, nice work!

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5yr ago

Dragula

Hunter

@xrishi20 🤘🏻

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5yr ago

Notion Portfolio Manager

Maker

@xrishi20 Thank you!

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5yr ago

That's something I was looking for a long time. Thanks for this

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5yr ago

Dragula

Hunter

@sajal_arora007 😊 thanks

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5yr ago

Notion Portfolio Manager

Maker

@sajal_arora007 Happy to hear it 👍🏼 thank you

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5yr ago

Camocopy

Looks fresh 🥳

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5yr ago

Dragula

Hunter

@officialexaking Thanks Jim

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5yr ago

Notion Portfolio Manager

Maker

@officialexaking 😊

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5yr ago

Great job by Team Prototion, once again. We are on our mission to organize and simplify each part of the working individual - One template at a time ! I'm very excited to try this one out!

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5yr ago

Dragula

Hunter

@manpreet_024 thanks 😊

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5yr ago

The design of the Template speaks for itself. It covers all the important machinery of stock market yet maintains a clean layout. Will definitely give it a try 👏

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5yr ago

Dragula

Hunter

@rishabh_tyagi1 glad you liked it.

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5yr ago

Notion Portfolio Manager

Maker

@rishabh_tyagi1 Thank you! Let me know if you have any feedback

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5yr ago

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