Notion Stocks Portfolio tracker

Track your stocks, crypto, and other assets with this powerful yet flexible two-database setup. Designed for retail and serious investors alike, this template helps you manage:

Includes:

• 🎯 Your total holdings across assets
• 💸 Buy/Sell transactions with fees
• 📊 Live performance with automatic formulas
• 🪙 Crypto-compatible and customizable

Key Features:

• ✅ Dual-database system: Holdings + Transactions
• ✅ Auto-calculated fields: Avg Buy Price, Market Value, P/L
• ✅ Support for Stocks, Crypto, ETFs, NFTs, and more
• ✅ Expandable for wallets, broker accounts, and price integrations

Whether you're tracking a few shares of AAPL or a diversified crypto portfolio, this Notion template gives you a clean, structured, and scalable solution.

Get Started:

Duplicate this template and start tracking your Stocks Portfolio today!