Profile PictureSanat | The Accountant Guy (Finance Products)

Investment Portfolio Tracker

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Only tool you need to focus on managing a diversified investment portfolio, including tracking individual assets and their performance.

Do you feel overwhelmed managing your investments and still feel lost where your investments are heading into ?

This Notion template is all you need to manage all your investments like stock, bonds, crypto, mutual funds etc in one place with a simple and easy to use interface as shown below.

Why Notion?

Notion is available on every platform, with customizable layouts and a wide range of components and views including board view, gallery view, table view and more.

Stacking up with advanced filter, sort, and search functions, Notion provides a powerful database to track years of financial data without paying any recurring fees.


  • View your complete Investment Portfolio in one glance.
  • Add your own category for all investments such as Stocks, Bonds, Mutual Funds etc.
  • Check your investment units available after each transaction, investment value etc.
  • Enter buy and sell details for each transaction effortlessly.


1. What is Notion?

Notion is an all-in-one workspace that allows you to take notes, add tasks, manage projects, and get organized. Whether you're writing or planning, Notion has a versatile design for getting things done.

2. What is Notion template?

Notion templates are pre-built Notion components that can be imported into your Notion workspace and are a great way to boost your productivity in Notion.

3. Will this template be available for all devices?

Yes the template is accessible across all smartphone and laptop devices which are running on Android, iOS or Mac and Windows OS.

4. Will this template be available in other currencies (such as Euro, Yen, Pound etc)?

Yes the template is available in over 36+ different currencies across the globe.

The instructions video attached in the template explains how to change the currency from USD to your preferred currency.

Click Here to know about the currencies supported

5.How I will receive a template?

After purchase, you'll receive a link to duplicate the Notion template to your workspace.

6. Will I need to pay to use Notion?

No, Notion does offer a free plan with no strings attached.

You only need to pay once for purchasing the template and then enjoy lifetime access for the same

7. How can I become an affiliate?

Reach out to me at and I will assist further.

8. Is there a refund policy for the template?

Notion Personal Finance Tracker hasn't provided you with any value? Email; we'll give you a refund within the first 30 days of purchase (for valid reasons).

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30-Days Money-Back Refund Policy

Investment Portfolio Tracker hasn't provided you with any value? Email; we'll give you a refund within the first 30 days of purchase.

Last updated Sep 26, 2023

You'll get a duplicatable Notion resource


Investment Portfolio Tracker

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