Top 7 Free Portfolio Journal Templates in Notion

Notion
7件のテンプレート

Maintaining a Portfolio Journal is crucial for tracking your investments, reflecting on your financial decisions, and planning future strategies. It serves as a historical record and a tool for improving your financial acumen. A Portfolio Journal template on Notion can streamline this process, providing structure and consistency to your record-keeping, allowing you to focus on analysis and insights.

Before you dive into creating your own Portfolio Journal, consider exploring these Portfolio Journal templates below to simplify the process and enhance your investment tracking.

1. Trading Journal

Trading Journalのテンプレートのプレビュー

Enables traders to journal effectively.

2. LFX Trading Journal

LFX Trading Journalのテンプレートのプレビュー

Free trading journal template. Journalling will help improve your trading. You must journal all of your trades and even write a daily/weekly recap of price. Train yourself to do this every night.

3. Trading Journal

Trading Journalのテンプレートのプレビュー

It's basically my trading journal where you can put your trades altogether and review them correctly.

4. Trading journal

Trading journalのテンプレートのプレビュー

This is the free and simplified version of my trading journal, where you can record each of your trades, add your profit, and screenshots of your entries.

Even in this trading journal, the real magic lies in the categorization and search by tags.

5. Trading journal

Trading journalのテンプレートのプレビュー

This free Notion trading journal template helps you track entry price, and dates, automated profit and loss and percentage based on your exit and entry price, automated created and edited time, P/L from LTP to track your holdings, auto Stop Loss and Target based on ATR, entry price and swing price and much more. You can visit my blog for more detailed explanations..

6. Options Trading Journal & Portfolio Tracker

Options Trading Journal & Portfolio Trackerのテンプレートのプレビュー

🚀 WHAT IS INSIDE?
✨ Portfolio Manager: Journal details of your transactions with ease using an automated transaction tracker.
✨ Statistics: Automatically extract data from your portfolio manager, providing summaries of monthly and overall balance activities. Display success rates, win percentages and analyze trading performance.
✨ Options Trading Journal: Keep a detailed record of each trade for a comprehensive overview of your trading activities.
✨ Dashboard: Automatically extract data from your journal, offering summarized monthly and overall balance activities. Display success rates, win percentages and analyze trading performance.
✨ Gameplan: Analyze the market in higher timeframes, forecast trends, devise strategies, and track their execution.
✨  Daily Routine: Monitor day-to-day tasks and habits while tracking monthly progress. Document your experiences, emotions, and actions to uncover recurring patterns in your feelings over time. This reflective process reveals consistent stumbling blocks, highlighting repeated mistakes and thought patterns.

7. Live Day Trading Journal

Live Day Trading Journalのテンプレートのプレビュー

Here this is something I have put together myself and have been using for a while now. My main focus with this was to put together something that was effective and easy to follow. It will allow you access to all the tools necessary in order to progress your trading through regular reviews and analysis.

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