Investments OS — A complete investing workspace in Notion

All-in-One Notion Dashboard for Smarter Investing

Take control of your entire investment journey with the Ultimate Investment Management System — a powerful, all-in-one Notion workspace built for investors, traders, and wealth builders. Whether you're managing crypto, stocks, ETFs, or real estate, this system gives you the tools to track, analyze, and grow your portfolio with confidence.

📝 Notes

💰 Launch Price: $14.99– Limited Time Offer!
The full value of this premium investment system is $39, but for a short time, you can grab it for just $10.
Take advantage of this early-bird deal before the price goes up!

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

Build, track, and optimize your entire portfolio in Notion — all in one OS.

Who it’s for

• Individual investors
• Crypto and stocks traders
• Long-term allocators and dividend investors

What you get

• A complete Investments OS with linked dashboards and a protected database layer
• Quick‑add flows for transactions and goals
• Mobile dashboard for on‑the‑go tracking

How it works

1. Add your accounts and assets.
2. Log transactions or import history.
3. See live holdings, allocation, and performance views update automatically.

Key features

• Accounts hub: brokerages, exchanges, wallets
• Assets and holdings overview with performance breakdowns
• Daily performance cards and portfolio allocation
• Transactions capture with deposits, buys, sells, transfers
• Dividends tracking with totals and yield
• Research Hub and Watchlist
• Financial Plan with goals and rollups
• Calculators: compound interest, returns, savings goals
• Academy Hub for learning modules
• Mobile Dashboard with quick actions

What makes it different

• Clean backend “Database Layer” for reliability
• Consistent Navigation via synced blocks
• Scales from one portfolio to many accounts and asset types

What’s included

• Investments OS main dashboard
• Database Layer for Assets, Accounts, Transactions, Dividends, Watchlist, Research, Plan, Calculators, Academy
• Analysis views: holdings performance, allocation, breakdowns
• Templates for common account pages and quick‑add buttons
• Setup guide

FAQs

• Does it support multiple brokerages and wallets?Yes — add as many as you like and view combined or per account.
• Crypto supported?Yes — exchanges, wallets, and NFTs are covered in Assets and Accounts.
• Can I use it on mobile?Yes — a compact Mobile Dashboard is included.
• Do I need advanced Notion skills?No — setup is guided and quick‑add flows keep it simple.

Ready to upgrade your investing workflow? Get the Investments OS now.

📈 Start investing smarter today with the Ultimate Investment Management System — built in Notion, designed for clarity, performance, and long-term growth.