Investing templates

Maximize your financial growth with Notion's Investing templates. Track portfolios, analyze markets, manage investment goals, and maintain a detailed trading journal. Designed for individual investors, financial analysts, and anyone looking to navigate the investment landscape with informed decisions.

330 Templates
A template preview for Ultimate Trading Dashboard
A template preview for Trading Calendar
A template preview for Trading Terminal
A template preview for Forex Trading Journal (Lite)
A template preview for Trading Journal Lite
A template preview for Investment Portfolio Manager
A template preview for Crypto Trades
A template preview for DTG Journal
A template preview for ALL IN ONE TRADING PLAN & JOURNAL
A template preview for Investing Accounts Manager
A template preview for Trading Journal - All in One - With Tools
A template preview for Crypto Tax Reports
A template preview for TRADING JOURNAL
A template preview for Sector Allocation Dashboard
A template preview for Investment Tracker
A template preview for Trading Journal Like a Pro
A template preview for Trading Journal
A template preview for TTG JOURNAL LITE 2.0
A template preview for Tax HQ — Books, Receipts, Returns
A template preview for  Investment Reports Dashboard
A template preview for Crypto Portfolio Tracker

Related Collections

Browse all collections

Track every trade

Notion
Image for track-every-trade
Image for track-every-trade

Top 10 Investing Templates in Notion

Notion
Image for top-10-investing-templates-in-notion
Image for top-10-investing-templates-in-notion

FAQs

Does Notion support project templates for different industries?

Yes, Notion offers project templates for various industries, from software and marketing to construction and education. Each template can be customized to fit industry-specific workflows while maintaining core project management principles.

Do Notion project management tools allow custom workflow creation?

Yes. Notion's composable approach lets you create custom workflows tailored to your team's needs, combining different views and properties that can evolve as your projects change.

What does "composable project management" mean?

It's the idea of building your system from modular parts that can be reconfigured as needs change. Your project management tool, built by you, for you.

Is Notion good for project management?

Yes. Teams use Notion to manage plans, tasks, timelines, docs, and status updates in one place. Because templates are composable, you can tailor workflows (Agile, Waterfall, hybrid) without duct‑taping multiple tools together. Competitors offer templates too, but Notion's linked databases keep everything connected.

What project management templates should I start with?

Start with a project plan, timeline (Gantt), WBS, RACI, and a weekly status report. These together cover the four fundamentals of any project: scope, schedule, ownership, and communication.

Can I manage Agile projects in Notion?

Yes. Use a backlog and sprint board (Kanban), plus a timeline for capacity planning. Add retrospectives and a change log to complete the loop.

How do Notion templates compare to spreadsheets or docs?

Templates in spreadsheets are quick, but they're usually static. Notion templates create databases you can relate, filter, and visualize (board, timeline, calendar), with the flexibility to adapt as projects grow. Notion lets you bring docs, tasks, and wiki together in one space. No more SaaS sprawl!

Still have more questions?
Learn more in our help center.