Ultimate Portfolio Tracker & Trading Journal

Main Sections:

1. Home Page

2. Position Trading

3. Swing Trading

4. Extra Pages

5. Day Trading & Analytics

   
   

What's Inside?

1. Home page

🎬 Walkthrough Video

You can check out the instructional video series of the template from this link: Youtube playlist 🔗

🔧 Features

• Navigation Bar: A user-friendly menu that allows quick access to different sections of your trading journal. It helps organize and streamline navigation through your template.

• Time Widget: Displays current date and time across different time zones.

• Quick Links: A collection of frequently used or important links, providing easy access to external resources such as market news, analysis tools, or brokerage accounts.

• Reminder: A section to set and display important reminders related to trading activities, such as upcoming economic events, earnings reports, or personal trade review sessions.

• Notes: A dedicated area for jotting down quick thoughts, observations, or ideas related to your trading. This can be useful for capturing quick market insights or potential trade setups.

• Open Positions Dashboard: An at-a-glance view of all your current open trades, including key information like entry price, current price, profit/loss, and any associated stop-loss or take-profit levels.

• Investment Portfolio Dashboard: A comprehensive overview of your entire investment portfolio, including av. buy price, asset allocation, performance metrics, and un/realized profits and losses to track your overall financial progress.

• Calendar: An integrated calendar to mark important dates related to your trading, such as economic releases, company earnings, or personal trading milestones. This helps in planning and staying organized.

These features combine to create a comprehensive and user-friendly trading journal, allowing for efficient tracking, analysis, and improvement of your trading activities.

2. Position Trading or Investment Tracker
   

🔧 Features

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.

  
  

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.

Bonus: Live Crypto Prices

3. Swing Trading
   
   

🔧 Features

Another Investment Tracker with a different structure, but I think this one will be more suitable for swing trading.

• A database where you can enter your individual transactions. You can input details such as setup, account, financial market, entry, stop, target, risk, and fee. The table will automatically provide you with expected R:R, risked value, P&L, and other values. It will have three exit levels for exiting the position. All R and P&L calculations are done automatically. You don't need to enter the date manually; it's all automated, and according to the entry date, it is related to a respective month database for further analytics. You can take notes, paste charts, review, tag, check, and customize.

• A spot bag database displaying your investment portfolio for that part of the template. It will show the current price, average buy price, total amount you have, and unrealized P&L if you enter the current value of a ticker.

• A balance report for your total or monthly activities, showing the increase rates from the beginning of the month to the end.

A specialized Analytics page for your swing trading activities:

• Six different databases for All-time, monthly, yearly, weekdays, financial markets, setups, and tickers.

• They all display transaction statistics like the number of trades, winners, win rates, returned R, aimed R, risked amount, and P&L.

• Additionally, there is a slicer system that allows you to filter all the data with a single click, which will be useful for monitoring and control. I'm confident you'll find it extremely beneficial.

  
  

4. Extra Pages: Gameplan, Gem & NFT Tracker, Finance Tracker
   

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.

5. Day Trading

Trade Logs Page

Analytics Page

Execution, Inner Demons, Review & Routine Pages

🔧 Features

This is the most detailed and well-crafted part of the template. Review and analytical tools with advanced logging systems and lots of internal integrations between databases... it is by far the best day trading journal ever made, I insist.

• Trading Logs Database: An advanced, detailed logging system with trade entry details, exit details (with a three-level exit system), user-friendly tables specially arranged for review, drawdown-updraw levels, the ability to tag exit reasoning and recurring mistakes, setup execution rates, advanced filters and automations, a daily total trade calendar view, and much more.

• Analytics Databases: In addition to the basic analytical metrics in other sections, you can evaluate your performance with metrics such as profit factor, SQN, standard deviation, Sharpe ratio, etc. And you can view all of these specific to variables such as all-time, years, months, weekdays, financial markets, setups, tickers, sessions, timeframes, directions, and risk percentages.

• Slicers: An ultra-accelerated, advanced formula-driven, tested slicer system that works flawlessly. You can isolate, filter, and analyze all your analytical data specific to the variable you desire.

• Buttons: And you can perform all these tasks with buttons created for easy use.

• Execution Analytics: Define the rules and details of your setups, and during each trade, mark how many you followed using the dedicated section embedded within that trade to measure your trade execution rate, i.e., whether you followed the plan.

• Best & Worst Trades: Databases that present your best and worst trades in a summarized card view.

• Inner Demons: Facing your inner obstacles is essential for success. Learn from your mistakes to improve your competitiveness and future profits. The table is counting errors automatically according to your trade logs table. At the end of each month, identify the most frequent trading errors and get rid of them quickly. Consistently repeating the same error 8 times within a trading period may indicate significant psychological barriers hindering your progress. Consider stopping trading at that period and reviewing your trading strategies.

• Review: Magnificent Weekly, Monthly, Yearly review pre-made pages are ready for your use. Just fill them in and make your review of your trades in that particular timeframe. Do not forget that journaling is basically beneficial and effective if you are constantly reviewing and learning from your mistakes.

• Routine: Check your daily trading routine tasks tailored specifically for you, track their progress over days and months. Also, note down the daily obstacles, what you did well, what you could have done differently, gratitude, and what should be prioritized for the next day in your dedicated journal.

  
  

P.S. If you want to use only this Daily section of the template you should definitely check my Ultimate Trading Journal.

5. 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

How to Use It:

1. Purchase and Download: Receive instant access to a PDF containing the template link.

2. Access the Template: Open the PDF on your preferred device to access the Notion Trading Journal template.

3. Duplicate and Start: Duplicate the template using your Notion account and kickstart your profitable trading journey.

Requirements:

• A device to access Notion (e.g., Desktop, Laptop, Smartphone, Tablet)

• A Notion account (free for personal use)

• Basic familiarity with Notion

Important:

Notion is a versatile platform for writing, planning, and organizing. This template leverages advanced formulas and filtered views. While it includes a usage guide, a basic understanding of Notion is recommended.

Please Note:

• This is a digital download; no physical items are included.

• The template is compatible with Desktops, Laptops, Tablets, and Smartphones. Layouts may vary on smaller screens, but functionality remains consistent.

Terms of Use:

This template is for personal use only. Unauthorized distribution, sale, reproduction, or any other use without written consent from the author is prohibited.