Hedge Fund OS
Hedge Fund OS — The Complete Notion Template for Fund Managers & Investment TeamsHedge Fund OS is an all-in-one Notion operating system that centralizes everything a modern fund runs on — funds, ideas, trades, positions, risk, investor relations, and compliance — into a single, beautifully organized command center. Stop juggling scattered spreadsheets and disconnected notes. Get a live dashboard with real-time KPIs (Open Risk Reviews, Portfolio Value, Active Funds, Total AUM, Open Compliance) and one-click Quick Actions the moment you open it.Perfect for hedge fund managers, portfolio managers, investment analysts, family offices, prop traders, and boutique asset managers who want a professional, connected workflow without expensive software.What's Inside — Every Database Explained1.Funds & StrategiesYour master fund registry. Track each fund's Strategy (Long/Short Equity, Global Macro, Event Driven, Quant, Multi-Strategy), AUM (in dollars), Target Net Exposure %, Inception Date, and Status (Active / Watchlist / Closed). A smart Fund Status Score formula auto-flags funds as "Strong" or "Review" based on AUM and status. Linked to Trades, Positions, Investor Updates & Compliance.2.Investment IdeasYour research pipeline from thesis to conviction. Capture Ticker/Asset, Asset Class (Equity, ETF, Bond, Option, Commodity, Currency), Thesis Type (Growth, Value, Catalyst, Macro, Short), Conviction level, Current & Target Price, and Status (New → Researching → Approved → Converted to Position). Auto-calculated Upside % instantly shows the return potential of every idea.3.TradesA full trade blotter. Log Ticker, Trade Type (Buy / Sell / Short / Cover), Quantity, Price, Trade Date, and Status (Planned / Executed / Cancelled). An automatic Trade Value formula (Quantity × Price) totals each trade, with a calendar view and value-over-time charts.4.Portfolio PositionsYour live book. Monitor Ticker, Direction (Long / Short), Sector, Entry Price, Current Price, Position Size, and Risk Level. The auto P/L % formula tracks performance in real time. Fully linked to Ideas, Research, Funds & Risk Reviews for full traceability.5.Research NotesAn analyst research library. Organize by Research Type (Company Analysis, Sector Review, Macro Note, Earnings Review, Risk Note), assign an Analyst, record the Key Finding, and track Status (Draft → Reviewed → Final). A Research Quality formula marks each note "Complete" or "In Progress."6.Risk ReviewsInstitutional-grade risk oversight. Categorize by Risk Type (Market, Liquidity, Concentration, Counterparty, Operational), set Severity, define the Action Required, and track Status (Open / Monitoring / Resolved). A Risk Flag formula surfaces "Urgent" items automatically so nothing slips through.7.Investor UpdatesYour investor relations hub. Manage Update Type (Monthly Letter, Quarterly Report, Capital Call, Redemption Notice, Meeting Summary), the Investor/Group, Key Message, and Status (Draft / Sent / Approved). A Communication Status formula shows what's "Done" vs "Pending."8.Compliance TasksStay audit-ready. Track Compliance Area (SEC Filing, Investor Disclosure, Trade Review, Internal Policy, Audit Prep), assign an Owner, set Priority and Due Date, and manage Status (Not Started / In Progress / Complete / Overdue). A Compliance Alert formula flags high-priority items as "At Risk" before they become problems.Why This Template WorksEverything connected — databases are fully cross-linked (Funds ↔ Trades ↔ Positions ↔ Ideas ↔ Research ↔ Risk ↔ Compliance), so one update flows everywhere.Automated intelligence — built-in formulas calculate P/L %, Upside %, Trade Value, and auto-flag risk & compliance alerts. No manual math.Visual dashboards — donut, bar, column, and line charts plus board, calendar & gallery views for instant insight.Command-center home page — live KPI callouts and Quick Action buttons to add funds, trades, ideas, and tasks in one click.Plug-and-play — fully structured and ready to use in minutes. No setup headaches, no add-ons.Perfect ForHedge fund managers · Portfolio managers · Investment analysts · Family offices · Prop traders · Boutique & emerging fund managers · Anyone managing a professional investment book in Notion.
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