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4 Notion Stocks and Crypto Investment Templates

I'm obsessed with Notion, a productivity tool that helps you organise your life. I share my tips on how to get even more out of it.


When you are someone with a passion for the world of stocks and trading, it is important that you keep yourself ahead of the game. Organisation is the aim of the game here, and for that reason, you should really look to focus on how you track your progress. To help you do that, you should think about using Notion. You can easily find a number of high-quality Notion stocks templates; these templates are something you can easily put into place and use to better track your current progress.

As a trader, being able to remain organised and to stay on track with regards to the steps you are taking is very important. To help you do that, though, you need to use an array of tools. For organising your thoughts, comments, and progress, you should think about using one of the various Notion stocks templates out there.

These templates can be very useful for anyone looking to try and improve their position as a stock trader. With so much information to try and keep invested in, it is vital that you always have something you can use to stay up-to-date with your decisions.

Here we are going to cover the following Notion stock templates:

  1. ETF and Stock Rebalancer Template
  2. Balance Your Portfolio Template
  3. Investments Tracker
  4. notion2sheets Portfolio

1. ETF and Stock Rebalancer Template

A great starting place for most stock traders would be the ETF and Stock Rebalancer Template (you can go ahead and find this Notion template at the Just Free Slide website). This is a great choice as it helps you to store so much information in one place. The design allows for an easy, accurate, and easy-to-take-in glance at all of the information that should matter the most to you. This is built on the idea of a Canadian ETFs trader, but it can easily be customised to suit your own region.

The amount of data that you can store is excellent. You can easily keep track of all of your stocks and your plans for the future. Traders who have a clear plan that they intend to stick to are always more likely to be successful. Trading on a whim can be a mistake, and we highly recommend that you look to always have a long-term plan.

Well, this template allows you to easily pay attention to the plan you have. Now, you can stay on track and make sure you stay within the remit that you have set for your stock progress in the weeks, months, and years to come.

2. Balance Your Portfolio Template

Another great choice to think about trying out would be the hugely popular Balance Your Portfolio Template(you can go ahead and find this Notion template at the website and search for "Balance Your Portfolio Template"). This template is very easy to work with as it gives you so many spaces to include your details. You can more readily track what you have been doing, what you intend to do, and your plans for the long term. This means you can stick to a clear and focused plan as opposed to simply trading based on what looks or feels good on any given day.

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As you can imagine, this is very useful for traders who are looking to take decisive action and build a stronger, more complete portfolio.

The main thing to focus on when you are trying to trade in stocks and shares is to make sure you have a consistent idea. This gives you an easy way to make sure your plans are broken down into actionable chunks that are much easier to follow along with. The end result is a generally more satisfying and enjoyable trading experience.

When you feel like everything you are doing is backed up and informed by decisions made previously, your trading success can multiply quickly.

3. Investments Tracker

For anyone trying to better follow their most recent investments, this Investments Tracker (find this template on the Notion Everything website and search for "Investments tracker" by Renan Greca) is a very useful template indeed. This is very quick to set up and allows for you to easily track and follow the value, growth, and improvement in any investment you make. This can be used for stocks as easily as it could be for personal investments outside of the stock market.

For that reason, this is a great investment template to have installed. It can offer you plenty of easy features to work with, and it can make sure that you know exactly where all of your money is invested. This means you also quickly can see which investments are paying off, which seem to be plateauing, and which never seemed to get off the ground floor.

Take a closer look at this, and you can easily see for yourself why so many people are now tracking their investments using this particular template. It is easy to use, easy on the eye, and simple to fill in with all of the investments you have made. Now, you can easily track each and every phase of your investment to better understand exactly where you should be.

4. Notion2sheets Portfolio

If you are looking for something a little different, this tool by notion2sheets (find this template on the notion2sheets website) helps you to quickly and easily turn your investment tracking into a much easier process to follow. This easily allows you to combine your information with things like Google Sheets, too, which can make it much easier to track your information over a longer period of time.

This page comes with a template that you can use, too, as well as an add-on you can easily install. This makes it even easier to build up the kind of tracking portfolio that you are looking for. Now, you can easily track and understand where your money is, how well it is doing, and what changes you might need to make over the long term.

It can be a very useful tool for anyone who finds the idea of trying to use Notion alone as their stocks tracker as a little odd. Now, you can easily combine your Notion template with the Google Sheets system, making sure that tracking, analysing, and then acting on your data becomes much easier.

Which Template Will You Try First?

With so many Notion stocks templates to look at, the above four should give you all of the information you need to get started and to find some meaningful solutions. Which template will you try out first? Make sure to check out our range of favorite budget templates too.

This content is accurate and true to the best of the author’s knowledge and is not meant to substitute for formal and individualized advice from a qualified professional.

© 2021 Russel Garret

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