With the rise of Notion as an all-in-one productivity platform, many investors have started using it to organize their investment research, track portfolios, and streamline workflows. Notion’s flexible databases, linked views and ability to embed external tools make it a great fit for investment management. This has given rise to a whole ecosystem of Notion templates tailored specifically for investing use cases. In this article, we will look at some of the most useful Notion templates to empower your investment process.
Portfolio trackers help you monitor investments in one place
One of the most useful Notion templates for investors is a portfolio tracker. With a portfolio tracker, you can add your investment holdings across accounts like stocks, bonds, ETFs and see their performance in one unified dashboard. Popular templates include an investment tracker template by Marie Poulin and a stock portfolio template by Bryan Jenks. They allow tracking key metrics like cost basis, current value, return % and more. Some even have neat charts and graphs to visualize portfolio allocation and performance.
Research templates facilitate organized investment analysis
Conducting investment researchacross assets can get disorganized quickly. Research templates in Notion help streamline the process with structured databases for tracking investment ideas, models, notes and more. For instance, the investment research template by Nat Eliason includes an analysis framework to assess each investment on metrics like business model, management, risks, valuation and upside potential. Such a template brings consistency to how you research and evaluate new opportunities.
Dashboard templates provide an integrated view
Once you have investment trackers and research templates, the next step is bringing it all together into an integrated dashboard. The Notion investment dashboard template by Krisp neatly consolidates your holdings, watchlists, research, notes and more into different linked blocks. Other useful all-in-one templates include August Bradley’s finance template and the investor platform template by Apption. With everything in one place, you can make better informed investment decisions.
Options trading templates help implement strategies
For investors utilizing options trading strategies, there are specific Notion templates to help plan, track and analyze options trades. Examples include the options trading journal template by TradeOptions and the options strategy template by Hari Kumar. They allow documenting trade rationale, performance metrics like profit/loss, organizing research on options positions, and more. For active options traders, having a structured workflow is critical.
In summary, Notion offers a diverse array of investment templates to streamline tracking, analysis and overall investment management. For portfolios, research, dashboards, options trading and more, there is likely a template to simplify your workflows. With the right template, Notion can become an indispensable tool in an investor’s stack.