I got frustrated tracking my finances across spreadsheets and different apps — so I built this in Notion. One workspace to track net worth, investment allocation, monthly cashflow, rebalancing signals and financial goals — all with automatic formulas. Works on free Notion plan. Universal design for any country or broker. Instant delivery. Built by an investor, for investors.
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Maker
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Hey Product Hunt! 👋
I built this after spending way too long juggling
spreadsheets to track my index fund portfolio,
emergency fund and financial goals separately.
The template took me one afternoon to build in
Notion and now I update it once a month —
formulas handle everything automatically.
Happy to answer any questions about the template
or how I structured it. Would love your feedback!