Investment Tracker - Dividends, Portfolio & More!

Manage and track your shares, dividends and more!
Designed to be your one stop shop for keeping an overview of your investments, want to get a better understanding of your portfolio or you just want to see how much profit you've made, this template will do all that and more.
About this template

Manage and track your shares, dividends and more with this free and easy to use Notion template.
Designed to be your one stop shop for keeping an overview of your investments, whether it's records for tax season, getting a better understanding of your portfolio or you just want to see how much profit you've made, this template will do all that and more.

Some Key Features Include:

  • Investment Portfolio

  • Purchase History

  • Dividend History

  • Profit/Loss Total

  • Portfolio Percentage

And More.

Whether you have never invested a cent before or already have a diverse portfolio, this template will help you track and manage it all as well as making it less overwhelming and more efficient.

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