Finance Compass 2.0 - Trading Journal + Investment Portfolio Template for Notion

4 ratings

48 Hours Offer - Buy the Finance Compass 2.0 and get the Aesthetic Notion Budget Template and Subscription Tracker for free.


The Finance Compass is a Notion template for managing your financial assets and for keeping track of your investments.

Manage your portfolio & track the performance of your trades inside your Notion workspace,

It is the only Notion template that is allowing you to manage 4 different asset classes (stocks, cryptos, currencies, metals) + an unlimited number of accounts within of just one simple dashboard.

Why did I create this finance template for Notion:

Before discovering Notions I tracked my financial assets all over the place. As a result, I never had an overall view of all my assets.

Just when I started using Notion for my personal life and business did it occur to me that I could use this app for tracking all of my assets classes inside of one dashboard. Thus, the idea for the Finance Compass was borne.

What are the benefits of using the template?

This template will help you to:

  • ✅ maintain a better overview of your financial assets
  • ✅ rebalance your portfolio to the desired asset distribution
  • ✅ create a trading journal in Notion
  • ✅ see your trading performance within a customizable time frame (Year, Month, Week, Day)

For whom did I create this template?

  • ✅ For people invested in different asset classes
  • ✅ For people who are actively managing their investments
  • ✅ For day traders

Who shouldn't buy this template?

  • ⛔ If you are not investing money (obviously)
  •  ⛔ If you are not experienced with Notion

Frequently Asked Questions

Is this template working with the free Notion subscription?


Can I share this template with my team/class/organization?

This version is for individual use only. If you use it within a company, you can use it within one Notion workspace.

Will I receive updates on this template?

Yes, I continually update the template. Once you purchase you will receive all future versions via e-mail.

What happens if I don't like this template?

You have a 30-day money-back guarantee. No questions asked.

Do you have more questions? Contact me on Twitter: @depakes

Who am I and why did I create this Notion Template for you?

My name is Philipp. I am based in Vienna, Austria.

My career as a digital creator started in 2013 when I began to write a blog about Marathon running.

Within 4 years I built one of the biggest German-speaking Marathon blogs and launched an online running academy.

When I left the business I started a digital marketing agency, which is helping lawyers, medical doctors, and small businesses get more customers with online marketing.

However, in my heart, I am mostly a creator.

Therefore, I got back to creating online courses on Udemy and premium templates for Notion.

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Finance Compass 2.0 - Trading Journal + Investment Portfolio Template for Notion

4 ratings
I want this!