No more scattered finances across 4 different apps. No more buying stocks on gut feeling. This system centralizes everything : - Automated budget tracking (income, expenses, net savings) - Real-time savings goals with progress tracking - Investment portfolio & journal - Fundamental analysis framework with 8 ratio categories - Investment thesis model: why you buy, when you sell Built for anyone who wants to stop reacting and start building. ⚠️ Educational tool, not financial advice.
This is the 2nd launch from Investment Dashboard. View more
Investment Dashboard: Notion Template
Launched this week
One Notion system: budget, savings, and stock analysis.
Hey Product Hunt community 👋
Here's what's new in V2 :
- Decision Context Log
A new section inside the investment thesis to log what was happening in the world when you made your decision.
- Dividend Tracking Table
A dedicated table to track dividend income across all your positions.
- Portfolio Rebalancing Alert System
A simple but powerful system that automatically signals when an asset drifts from your target allocation.
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Maker
📌
🚀Hey Product Hunt community 👋
What's new in this update?
I've added 3 new features to make the template more useful for long-term investing:
📰 Decision Context Log
Inside the Investment Thesis, you can now record the market conditions, important news, macro environment and your personal sentiment at the time of your decision.
→ This helps you look back later and understand what you knew and thought when you invested.
💸 Dividend Tracking Table
Track your dividend income across your portfolio, including estimated monthly & annual passive income, payment frequency and next payment date, with automatic calculations.
⚖️ Portfolio Rebalancing Alert System
Your portfolio now automatically signals when an asset moves more than 5% away from its target allocation (can be modified), so you can quickly see when it's time to rebalance.
📸 You can see the new Dividend Tracker and Portfolio Rebalancing Alert System in the last 2 screenshots.
Would love to hear what you think of these new additions! 🚀