Investment Portfolio Management

Systematic workflow to manage your investment portfolio.

About this template

Better help individuals manage their investment projects, analyze the underlying investments and automatically calculate return data.

About this creator

LinkedIn
desein-yang.github.io

Ratings & Reviews

4.85

Based on 16 ratings

Too basic with no formulas

I basically had to rebuild the template. There are no formulas included. As a beginner to NOTION it was a daunting task to try and create a formula that would automatically add up all of my individual investments, and give me totals with % returns at a glance. So all of my inputs were done manually. What's the point of a template?

S.R. DiSab · Nov 19, 2024