Investment tracker - Notion template for ETFs, shares, bonds

Track your investments' gains and losses with this Notion template. Works for stocks, ETFs, bonds and everything else that you treat as an investment.

Where to start?

This tracker is powered by transactions (therefore doesn’t start with an account balance). You simply define your holdings first, and then record the necessary transactions against them.

How does this calculate gains and losses?

For gain/loss calculations, the corresponding fees for buy or sell actions are considered as follows: When buying, the fees are added to the value you have to cover for break-even; when selling, the fees are deducted from the value you receive from the sale of the units.

How are current prices updated?

Since this is supposed to cover long-term investments, having real-time values is not necessary (and would require cumbersome third-party integrations). You can therefore check the latest values e.g. with Google Finance and then update them on the Portfolio page, whenever you’d like to have review.

Portfolio view with calculated gains/losses.

Transactions view per holding / all.