Stocks Portfolio Tracker — Analyze, Track & Grow Your Investments

The ultimate Notion template built for stock investors, traders, and finance creators. Whether you're tracking dividend income or researching earnings reports — this template gives you a clean and powerful system to monitor performance, analyze risk, and reach your financial goals.

🔍 Want to explore the system first?
You can view a live preview of the template in action (read-only mode):

🧰 What’s Inside:

✅ Portfolio Dashboard – Get a real-time overview of value, gains/losses, allocation % and more
✅ Platforms – Track which brokerage or app holds which assets
✅ Transactions – Log buys, sells, fees, and reinvestments
✅ Dividends – Track payouts, yields, and dividend income by stock
✅ Watchlist – Monitor stocks before adding them to your portfolio
✅ Financial Goals – Set, link, and visualize investment-related goals
✅ Research Hub – Analyze earnings reports, EPS surprises, and analyst expectations
✅ Performance Dashboard – See your winners/losers, annualized return, and risk exposure
✅ Mobile Dashboard – Optimized view for tracking your portfolio on the go
✅ Academy Hub – Keep investing guides, notes, and resources in one place

🧠 Perfect For:

• DIY investors managing portfolios across platforms
• Dividend and growth stock investors
• Beginners wanting an organized system
• Notion users seeking smarter stock tracking
• Finance creators building case studies or investment journals

🚀 Why You’ll Love It:

• Clean dashboard layout and mobile-friendly interface
• Fully customizable to match your investing style
• Built-in analytics: Total Return, Allocation %, EPS Surprise
• No more scattered spreadsheets or apps — it's all in one place
• Easily integrates with your existing Notion workflows

👉 Duplicate the Stocks Portfolio Tracker now — and start investing with clarity and confidence!