Best 10 Investing Templates for Financial Advisors

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.

This Notion template is the easiest template to use when it comes to managing finances. All you have to do is import your income and expenses, the rest is automated.

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.

The template provides a framework for creating a defined trading strategy.

The main purpose of the template is to provide structure and discipline to the trader's decision-making process, helping to stay focused on the rules of the system and avoid making impulsive trades.

It can be customized and duplicated as many times as each person has models or strategies. It could also be set as a trading journal template.

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)

Log every time you put money into your portfolio and your current assets. Simplipurr's investment tracker will show your current ROI and the estimated projections for up to 45 years.

Explore this comprehensive template designed to effortlessly monitor and manage your daily expenses. Forget about any expense slipping through the cracks – our template consolidates all your personal and professional accounts into one easily accessible hub. Managing multiple accounts has never been simpler; configure as many bank accounts as needed.