Published
Notion Investment Tracker
Template Walkthrough
This video is the second installment of the tutorial playlist🔗 for the 'Ultimate Trading Journal Template'. However, this section is identical to this template, Notion Investment Tracker. You can compare the page names and features using visuals, and also examine the explanations on this page.
This Notion template is your comprehensive companion for tracking your investments, and NFT's. It offers tools to develop your position sizing and reminds you the rules you set in each transaction. If you possess a solid understanding of Risk Management, then this journal is tailored for your interests and expertise. It is suitable for forex, crypto, and stock trades.
Bonus: Live Crypto Prices
Main Sections:
Trading Logs
RBAF
Gameplan
Gem Tracker
Nft Tracker
What's Inside?
Trading Logs
Easily document your transactions and positions with a A Comprehensive Investment Tracker with 3 main databases:
Transaction Database: Where you can log your buy and sell transactions, including details like ticker symbol, direction (buy/sell), quantity, price, fees, as well as position size indicators, note-taking capabilities, and optional chart embedding.
Position Database: A separate database to help you group and manage your multiple buy/sell transactions into logical position sizes based on your chosen position sizing strategy.
Ticker Database: Providing an overview of your investment portfolio and summary details, with advanced filtering and viewing options powered by formulas and automations. Especially with live price feed integration, this database can display key metrics like realized P&L, unrealized P&L, and total portfolio value.
All components are designed to help you effortlessly manage your investment portfolio with advanced features and customization options like advanced formulas, and automations. On the free Notion plan, you can seamlessly use all these capabilities without limitations, as Notion allows using paid features which are created in paid plan.
The template includes in-page and inter-page navigation tools for smooth transitioning, as well as calendar views for a bird's-eye perspective of your activities on a monthly or weekly basis.
RBAF
An analytical tool called RBAF (Result Based Assumption Forecast) that provides a different lens into your investment data and trading activities:
Set desired position sizes for each position group before executing trades, allowing you to track whether you exceeded those targets during trading.
Monitor overall wins and losses, average metrics, Kelly criteria, Optimal F, Gain/Loss ratio, and more.
Enter assumptions to run forecasting simulations, which you can then compare against your actual trading results and reports.
Using RBAF tool, you can pinpoint exactly what it will take to achieve your goal and determine how various adjustments will affect the outcome.
The template includes nested instructions and guiding buttons to assist you throughout the process.
Gameplan
A page dedicated to your higher timeframe analyses.
Conduct your higher timeframe market analysis, and develop a strategy
Tag it with appropriate labels
Note your expectations, what actually happened, and your conclusions
This way you won't get lost in the lower timeframes and you'll have a database to remind you of your big-picture plan
If you wish note important economic events from market calendars (like forex factory calendar) in your reminders, enter the date and time, It will send you notifications so you don't miss anything.
Gem Tracker
If you are particularly involved in fundamental analysis and following certain crypto projects or stocks, you may want to take notes on details such as which ecosystem the project belongs to, in which markets it will be listed, and when. For these types of gems, you can utilize the page and database specifically designed for this purpose. Additionally, you have the flexibility to customize it according to your preferences.
NFT Tracker
If you are interested in NFTs, you can try the NFT tracker designed specifically for this purpose. You can enter details such as cost, gas fee, royalty, sell fee, and date. The table and the analytics table right above it will provide you with data calculated through formulas. It's an easy-to-use and customizable page that allows you to track your NFT activities efficiently.
Finance Tracker:
This additional finance section is designed for you to track your income, expenses and recurring financial activities. Name your income and expense categories, add budgets or goals to them, and tag your financial activities accordingly to see the results. You can specifically track your subscriptions and fixed incomes also.
Bonus: An extra goal tracker, and a reading tracker are ready to use in your template.
You can check my Free Notion Finance Tracker to preview this section.
⭐Freebies:
➡️ Emotions Cheat Sheet for Traders
➡️ Trading Personality Strengths Quiz
➡️ Weekly and Yearly Trade Reviews
HOW TO USE IT?
Purchase and Obtain Your Instant Download:
Once purchased, you'll receive immediate access to the PDF containing the template link.Download and Access:
Download the provided PDF to your preferred device and open it. This grants you access to the Notion Trading Journal template.Duplicate and Begin:
Using your Notion account, duplicate the template. This marks the beginning of your profitable trading journey.
WHAT WILL I NEED?
A device to access Notion (e.g. Desktop, Laptop, Smartphone, Tablet)
A Notion account (Notion is free for personal use)
Basic understanding of how Notion works.
IMPORTANT:
Notion is an exceptional tool designed to streamline your writing, planning, and organizational endeavors all within a unified platform. Notion template can be customized to suit your unique requirements effortlessly.
This template incorporates advanced formulas and filtered views. The template includes a guide on using the system, but it's recommended to have a basic understanding of how Notion works.
PLEASE NOTE:
This offering is solely a digital download; no physical items are included.
The Notion Trading Journal Template is compatible with Desktops, Laptops, Tablets, and Smartphones. Note that layouts may differ on smaller screens, but the core template remains consistent.
© IMPORTANT TERMS OF USE:
The template is intended for personal use exclusively. It's not permissible to distribute, sell, reproduce, or employ any part of it in any manner without the author's written consent.
Trading & Investing
Features
Scale Beyond the Template
FAQs
Can I share the template with others or post it online?
All templates are strictly for personal use except the ones which is created specifically for multi-person use, meaning you can invite others directly to that template without facing any disorder in your trading activities. However, all, including multi-person template, may not be shared, distributed, sold, reproduced, or utilized in any capacity without our explicit written consent. However, we offer an affiliate program where you can earn by promoting and selling our templates. Through this program, you can earn a commission of 20% per sale, up to $60. Joining our affiliate program provides a legitimate way to benefit from the template's promotion while respecting its terms of use.
Do I need to be familiar with Notion before using your templates?
While expertise in Notion is not mandatory, possessing a basic understanding of the platform or familiarity with other similar programs can significantly enhance your ability to utilize our templates to their fullest potential. To assist users who may be new to Notion, we have provided various resources to facilitate navigation and understanding. These include walkthrough videos, instructional documents, instructive icons, structured development, nested descriptions of sections, and callouts for contextual explanations if needed. These resources are designed to guide users with basic Notion knowledge through the template seamlessly, ensuring a smooth and productive experience.
Can I receive a refund for a digital product?
Unfortunately, we do not offer refunds for digital products. Due to the nature of digital goods, once a product has been purchased and accessed, it cannot be returned or exchanged. This policy is in place to maintain fairness for both our customers and our content creators. We encourage you to carefully review product descriptions, previews, and any available reviews before making a purchase to ensure it meets your expectations. If you encounter any technical issues or have questions about a product, please don't hesitate to reach out to our support team for assistance. We're here to help make your experience as smooth as possible.
Can you make customizations to a purchased template?
Yes, minor customizations are possible, and we're happy to accommodate them free of charge. These may include small adjustments to fit your specific needs or preferences. However, for more extensive customizations or additional features beyond the scope of the original template, we encourage you to visit our service page. Here, you can get the instuctions on such requirements. Our goal is to ensure that your template experience is as personalized and effective as possible, so don't hesitate to reach out with any customization inquiries.
Do you offer custom template creation services?
Absolutely, we are offering template creation service according to your specific needs. For further instructions on how to proceed with a custom template request, please refer to our services page. It's important to note that you should not make a purchase before contacting us to discuss your requirements in detail. This ensures that we can fully understand your needs and provide you with the best possible solution tailored to your specifications. Please reach out to us directly to initiate the process of creating your custom template.
