Portfolio Tracker

Take control of your investments with the Portfolio Tracker—a powerful yet simple Notion template that gives you a crystal-clear overview of how your assets are performing. Whether you're tracking stocks, crypto, ETFs, or real estate, this free template helps you make smarter decisions without the need for complex spreadsheets or expensive apps.

With linked databases and insightful views, you’ll be able to see exactly where your money is and how it’s growing.

What's Included

• Investments Tracker: A central database to log each asset with details like quantity, buy price, current value, and more.
• Automatic Performance Metrics: Get instant insights with automatically calculated metrics like gain/loss and return percentage.
• Portfolio Overview Dashboard: Group your investments into distinct portfolios (e.g., Crypto, Retirement, Real Estate) and see the total invested, current value, and overall performance for each.
• Strategic Views: Pre-built views like Top Performers, Losers, and By Asset Type help you analyze your portfolio's strengths and weaknesses at a glance.
• Simple & Clean Design: A minimalist layout that's easy to use and customize, perfect for both Notion beginners and seasoned investors.