Notion Investment OS

Manage all your investments in one place.

Notion Investment OS helps you track and analyze your investments, monitor performance, and make informed decisions.

The template includes dashboard for recording and organizing investment details such as asset symbols, purchase prices, quantities, average buying prices, percentual returns, total returns, dividends, balance, dates etc.

• Transaction Details - Notion Investment OS enables you to efficiently record and track all your investment transactions in one place. You can capture details of your buy and sell transactions, dividends, and other activities related to your investments.
• Detailed Portfolio Overview - The portfolio overview presents a dashboard-like view of the current state of the portfolio, including key metrics such as total investment amount, current value of holdings, total returns, average buying price, quantity, etc.
• Performance Analysis - Portfolio performance analysis in Notion Investment OS allows you to evaluate the overall performance of your investment portfolio.
• Quick Action Buttons - Perform various actions related to your investments with just a single click.
• Investment Categories - The Notion Investment OS is flexible and allows you to track different types of investments, including stocks, bonds, cryptocurrencies, ETFs, and more.
• Track key indicators - Track key metrics such as total investment amount, current value of holdings, total returns, average buying price, quantity, etc.

✔️Any personal customizations for free

✔️Track various types of investments

✔️Track metrics and key indicators

✔️Detailed Asset Analysis

✔️Track profits / losses

✔️Track performance by asset class

✔️All-in-one Dashboard

✔️Updates Included

✔️Bonus Net-Worth Tracker (value $7)

✔️Bonus Subscription Tracker (value $8)

What do others say?

1. What is Notion? Notion is a powerful all-in-one workspace that allows you to create and organize notes, documents, databases, and more, making it an ideal tool for personal or team productivity.
2. Is Notion available on smartphones? Yes, Notion is available for both iOS and Android devices. You can download the Notion app from the App Store or Google Play Store.
3. How I will receive a template? After purchase, you'll receive a link to duplicate the Notion template to your workspace.
4. I don't have a paid account, does this still work? Yes! It works the same.

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