Owen D.
April 28, 2026
The allocation targets view keeps me from tinkering. I update prices on the first of the month, review for ten minutes, and close the tab. Perfect.
$15
Payments are not configured in this deployment.
After purchase you'll get a link to duplicate this template into your Notion workspace.
- Instant delivery
- Lifetime updates
- Works with free Notion plan
Investment Tracker
Investment Tracker gives you a single page answer to "how are my investments doing?" — across every account and asset type you own.
Log your holdings once, update prices on your own schedule, and the tracker handles allocation percentages, gain/loss, and portfolio history automatically.
It's built for long-term investors, not day traders: the emphasis is on allocation targets, contribution tracking, and calm monthly check-ins.
What's inside
- Multi-account portfolio overview
- Allocation targets vs. actuals
- Gain/loss and performance history
- Contribution tracker
- Monthly check-in template
Works with free Notion planDesktop & mobileDuplicate in one click
Reviews
4.7
Based on 188 reviews