Notion Investment Portfolio Tracker — Stocks, ETFs & Crypto
Track your entire investment portfolio in Notion — with automatic profit/loss, allocation, dividends and multi-currency. Optional live price sync.Stop juggling spreadsheets and broker apps. This is a complete, done-for-you Notion system to track every stock, ETF and crypto you own in one clean dashboard — with the numbers calculated for you.What it does:- 📊 See your total portfolio value, invested amount, and profit/loss (realized + unrealized) at a glance- 💹 Automatic per-holding P/L, average cost, market value and portfolio weight- 🌍 Multi-currency — hold assets in USD, EUR, etc. and see everything in your base currency- 💰 Dividend tracking with estimated annual income- 🥧 Allocation by asset type, sector and region- 📝 Full transaction log (buys, sells, dividends)- 📱 Clean dashboard that works great on desktop and mobile✅ Works on the free Notion plan✅ One-click duplicate — yours forever✅ Free future updates⚡ Live prices (optional): The tracker works instantly with manual price updates — each asset shows when it was last updated. Want near-live prices? The included guide shows you how to connect a free, no-code automation so your stock, ETF and crypto prices update automatically. Setup takes ~20–30 min and is 100% optional — the system is fully functional without it.What you get:- The full Notion template (duplicate to your workspace in one click)- A step-by-step "Start Here" setup guide inside- Instructions for the optional live-price automation- Free future updatesPerfect for DIY investors, dividend investors, and anyone who wants a clear, private view of their portfolio — without paying for yet another subscription app.
Get it → gaviria02.gumroad.com