Investment OS
Manage all your investments in one place. Notion Investment OS helps you track and analyze your investments, monitor performance, and make informed decisions.
The template includes dashboard for recording and organizing investment details such as asset symbols, purchase prices, quantities, average buying prices, percentual returns, total returns, dividends, balance, dates etc.
Transaction Details - Notion Investment OS enables you to efficiently record and track all your investment transactions in one place. You can capture details of your buy and sell transactions, dividends, and other activities related to your investments.
Detailed Portfolio Overview - The portfolio overview presents a dashboard-like view of the current state of the portfolio, including key metrics such as total investment amount, current value of holdings, total returns, average buying price, quantity, etc.
Performance Analysis - Portfolio performance analysis in Notion Investment OS allows you to evaluate the overall performance of your investment portfolio.
Quick Action Buttons - Perform various actions related to your investments with just a single click.
Investment Categories - The Notion Investment OS is flexible and allows you to track different types of investments, including stocks, bonds, cryptocurrencies, ETFs, and more.
Track key indicators - Track key metrics such as total investment amount, current value of holdings, total returns, average buying price, quantity, etc.
