Best Investing Templates for Finance Managers

I created these two tables to keep track of my invested money, and understand my current liquid value, total growth, average yearly growth, etc. It’s often difficult to keep track of invested money, and it can be a challenge to know which investments are giving you the best bang for your buck. I've included a quick tutorial inside the template to help you get started.

Do you have multiple investment accounts and platforms you use to track them? Do you have separate apps for your brokerage accounts, crypto accounts, retirement accounts, etc.? If so, you are like me. I wanted to see my investments on one simple page, together, so I could get an aggregate picture of them. So I made one.

Use this Notion Investment Portfolio Dashboard to track your investment account balances, shares, cost basis, market value, open P&L, and much more.

The Crypto Investment Tracker Template is your ultimate companion in the dynamic world of cryptocurrency investing. Designed to offer a comprehensive overview of your portfolio, this template enables you to track purchase details, current market values, and performance metrics with ease. Enhance your investment strategy by keeping a close eye on market trends and your portfolio's growth, all within a structured and user-friendly environment. Embrace informed decision-making and strategic planning with our meticulously crafted template.

For option, it has call and put, sell call/put will get credit. for stocks it has sell. buy and dividend buy. As if the buy is from dividend it is considered as profits.

It is important to be aware of expenses and plan for the future. This template provides a framework for creating a financial system tailored to your interests and goals. It allows you to keep track of income and expenses and easily view your savings in various bank accounts.

An all-in-one dashboard to help you in managing and tracking your finances.

With features to set monthly budgets, saving goals, and view monthly expenses and incomes, users can become more aware of their money flows and learn to better manage their finances.

It helps individuals keep track of their income streams and measure their outgoings against this. The Budget database shows categories of spend such as rent and leisure spend measured against post-tax spend. The Investing page allows individuals to document their investment income/outgoings.

Smart Investments, Smarter Decisions
Unlock the power of informed financial decisions with our Investment Portfolio Tracker Notion Template. Your financial success starts here, offering a clear snapshot of your assets, returns, and growth.

Key Features:
📈 Performance Overview:
Total Assets: Easily track and visualize your entire portfolio value.
Total Returns: Stay updated on your investment profits at a glance.
Average Annual Growth: A clear insight into your portfolio's performance.
💼 Strategic Reviews:
Annual Summaries: Reflect on your investment journey, strategize, and plan for the future.
🔍 Target Analysis:
Investment Targets: Plan your next moves with detailed analysis and research.
📊 Data Management:
Conservative Investments: Input low-risk investments effortlessly. Customize your style with group-by options.
Positive Investments: Dive into high-risk, high-reward opportunities with ease.
💡 Expert Insights:
Strategy Planning: Utilize the built-in space for your annual summary, strategies, and plans.
Invest confidently, make data-driven decisions, and watch your portfolio flourish. Your financial success story begins with our Investment Portfolio Tracker Notion Template. Get it now and take charge of your wealth journey!

(This is not investment advice)

Key Features:

Customizable Pipeline Stages: Tailor your venture deal pipeline to suit the unique dynamics of your investment process. Whether it's sourcing, screening, due diligence, negotiation, or closing, our template offers flexibility to adapt to your specific workflow requirements.

Visual Progress Tracking: Witness the journey of your venture deals unfold with visual clarity and precision. Track each deal as it progresses through your pipeline, from initial contact to final investment, ensuring transparency and accountability at every stage.

VC-Standard Deal Structure & Documentation: Capture essential deal details and documentation with ease and efficiency. From company profiles and pitch decks to financial statements and legal documents, our template provides dedicated spaces to store and organize all critical information, streamlining your due diligence process and mitigating risk.

Shareable Deal Brief: Able to download deals as pdf to share with other investors

✔️ Track monthly income & expense
✔️ Easily swith between months
✔️ Setup your goals & monitor your progress
Especially, with Ultimate Finance Tracker 1.0 version, you can :
✔️ Track your saving account and estimation of profit
✔️ Quick button used to add new incomes, expenses and accounts
✔️ Added overview dashboard of your finance