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Table of Contents
- Finance Compass 2.0 - Trading Journal + Investment Portfolio Template for Notion
- Why the Finance Compass?
- Benefits of using the Finance Compass
- For Whom is the Finance Compass?
- Not for Whom is the Finance Compass?
- Frequently Asked Questions
- Who am I and why did I create this Notion Template for you?
- Buy Now
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Trading Journal
Investment Portfolio
Financial Assets
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Finance Compass 2.0 - Trading Journal + Investment Portfolio Template for Notion
📈 Manage Your Investments & Trading Journal in Notion 📈
The Finance Compass is a Notion template for managing your financial assets and for keeping track of your investments. Manage your portfolio & track the performance of your trades inside your Notion workspace. It is the only Notion template that allows you to manage 4 different asset classes (stocks, cryptos, currencies, metals) + an unlimited number of accounts within one simple dashboard.
Why the Finance Compass?
💡 Before discovering Notion, tracking my financial assets was a mess. As a result, I never had an overall view of all my assets. Just when I started using Notion for my personal life and business, did it occur to me that I could use this app for tracking all of my assets classes inside of one dashboard. Thus, the idea for the Finance Compass was born.
Benefits of using the Finance Compass
✅ Maintain a better overview of your financial assets
✅ Rebalance your portfolio to the desired asset distribution
✅ Create a trading journal in Notion
✅ See your trading performance within a customizable time frame (Year, Month, Week, Day)
For Whom is the Finance Compass?
✅ For people invested in different asset classes
✅ For people who are actively managing their investments
✅ For day traders
Not for Whom is the Finance Compass?
⛔ If you are not investing money (obviously)
⛔ If you are not experienced with Notion
Frequently Asked Questions
💬 Is this template working with the free Notion subscription? Yes.
💬 Can I share this template with my team/class/organization? This version is for individual use only. If you use it within a company, you can use it within one Notion workspace.
💬 Will I receive updates on this template? Yes, I continually update the template. Once you purchase, you will receive all future versions via email.
💬 What happens if I don't like this template? You have a 30-day money-back guarantee. No questions asked.
Who am I and why did I create this Notion Template for you?
My name is Philipp, and I am based in Vienna, Austria. My career as a digital creator started in 2013 when I began to write a blog about Marathon running. Within 4 years, I built one of the biggest German-speaking Marathon blogs and launched an online running academy. When I left the business, I started a digital marketing agency, which is helping lawyers, medical doctors, and small businesses get more customers with online marketing. However, in my heart, I am mostly a creator. Therefore, I got back to creating online courses on Udemy and premium templates for Notion.
Buy Now
Buy now and manage your financial assets and investments like never before.
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