Manage all your investments in one place.

Notion Investment OS helps you track and analyze your investments, monitor performance, and make informed decisions.

Trusted by hundreds of customers

2000+

Customers

100+

5-star reviews

Investment Dashboard that accelerates your growth.

Track Your Progress, Analyze Your Data, Succeed Beyond Limits.

Transaction Details

Notion Investment OS enables you to efficiently record and track all your investment transactions in one place. You can capture details of your buy and sell transactions, dividends, and other activities related to your investments.

Detailed Portfolio Overview

The portfolio overview presents a dashboard-like view of the current state of the portfolio, including key metrics such as total investment amount, current value of holdings, total returns, average buying price, quantity, etc.

Performance Analysis

Portfolio performance analysis in Notion Investment OS allows you to evaluate the overall performance of your investment portfolio.

Say goodbye 👋🏻 to spreadsheets with Notion Investment OS.

Notion system that helps you make smart investment decisions

✔️Any personal customizations for free

✔️Track various types of investments

✔️Track metrics and key indicators

✔️Detailed Asset Analysis

✔️Track profits / losses

✔️Track performance by asset class

✔️All-in-one Dashboard

✔️Updates Included

✔️Bonus Net-Worth Tracker (value $7)

✔️Bonus Subscription Tracker (value $8)

Quick Action Buttons

Perform various actions related to your investments with just a single click.

Investment Categories

The Notion Investment OS is flexible and allows you to track different types of investments, including stocks, bonds, cryptocurrencies, ETFs, and more.

Track Profits / Losses

Track both realized and unrealized profits or losses.

Track Key Indicators

Track key metrics such as total investment amount, current value of holdings, total returns, average buying price, quantity, etc.