Top Investing templates

Maximize your financial growth with Notion's Investing templates. Track portfolios, analyze markets, manage investment goals, and maintain a detailed trading journal. Designed for individual investors, financial analysts, and anyone looking to navigate the investment landscape with informed decisions.

164 Templates
A template preview for Deal Pipeline Management
A template preview for Emotions Cheat Sheet for Traders
A template preview for Ultimate Finance Tracker
A template preview for Trading Studio
A template preview for Investment Tracker
A template preview for The Trading Suite Pro
A template preview for Trading Journal Notion Template
A template preview for Investment Portfolio Tracker
A template preview for Stocks Investment Tracker
A template preview for Day Trading - Ultimate Trading Journal For Traders
A template preview for Investment Tracker
A template preview for Property Portfolio
A template preview for Monthly Trade Review
A template preview for Getting 50$ Crypto - Cheat Sheet
A template preview for Property Listings
A template preview for Investors Deal Management (Team & Personal)
A template preview for Crypto Space
A template preview for VC Canvas
A template preview for Easy Stock Management
A template preview for Ultimate Trading Journal
A template preview for All-in-one Trading Journal
A template preview for Insane Trading Workspace (crypto & forex)
A template preview for Crypto OS
A template preview for Weekly Trade Review

FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

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