Notion Investment Tracker

Template Walkthrough

This video is the second installment of the tutorial playlist🔗 for the 'Ultimate Portfolio Tracker and 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:

1. Trading Logs

2. RBAF

3. Gameplan

4. Gem Tracker

5. Nft Tracker

   
   

What's Inside?

1. 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.

  
  

2. 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.

  
  

3. 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.

  
  

4. 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.

5. 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, Monthly, and Yearly Trade Reviews

HOW TO USE IT?

1. Purchase and Obtain Your Instant Download:
   Once purchased, you'll receive immediate access to the PDF containing the template link.

   
   

2. Download and Access:
   Download the provided PDF to your preferred device and open it. This grants you access to the Notion Trading Journal template.

   
   

3. Duplicate and Begin:
   Using your Notion account, duplicate the template. This marks the beginning of your profitable trading journey.

WHAT WILL I NEED?

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

2. A Notion account (Notion is free for personal use)

3. 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.