Investment & Wealth Tracker - Template for Notion
Take control of your finances with this all-in-one Notion template! Whether you're an investor, entrepreneur, or just starting your financial journey, this tool helps you track your net worth, income, expenses, investments, and financial goals with ease.
📌 Features:
✅ Net Worth Calculator – Auto-updating formulas
✅ Income & Expense Tracker – Categorized cash flow
✅ Investment Portfolio – Stocks, Crypto, Real Estate & More
✅ Financial Goals – Set and track your progress
✅ Loans & Debts – Stay on top of repayments
✅ Passive Income – Monitor earnings streams
đź’ˇ Why You Need This:
🔹 Get a clear picture of your financial health
🔹 Track investments and maximize returns
🔹 Stay organized with a structured dashboard
🔹 Make informed financial decisions
🎯 Who is this for?
✔️ Investors & Traders
✔️ Entrepreneurs & Business Owners
✔️ Finance Enthusiasts
✔️ Anyone looking to build wealth
⚡ Get started today and take control of your financial future!
You'll Get: A Net Worth Calculator – Auto-updating formulas, an Income & Expense Tracker – Categorized cash flow, an Investment Portfolio – Stocks, Crypto, Real Estate & More, a Financial Goals Manager – Set and track your progress, a Loans & Debts Tracker – Stay on top of repayments and a Passive Income Monitor – Track earnings streams.