Investment Portfolio Dashboard
About this template
Do you have multiple investment accounts and platforms you use to track them? Do you have separate apps for your brokerage accounts, crypto accounts, retirement accounts, etc.? If so, you are like me. I wanted to see my investments on one simple page, together, so I could get an aggregate picture of them. So I made one.
Categories
About this creator
More by Vizz
More like this
Activate with AI
Use this template with your voice in three easy steps
Turn this template into an AI powered voice assistant.
Capture, organize, and get answers from this template – all with your voice.
Step 1
Create your Free Notis account.
Step 2
Duplicate this template in your Notion workspace.
Step 3
Drag and drop your template in the Notis Second Brain System page and ask notis to sync your databases.