This Notion template will help you keep track of all of your investments - personal or business.
You can record:
- The time of purchase of a stock
- The stock ticker (MSFT, TSLA, SPY...)
- The price of purchase
- The overall share percentage
- P/L data
- Current price of your share
- Age of your stock purchase
As an addition, you will be able to automate the process of updating the current price of stocks. It would be highly impractical to keep up to date with every single investment by manually typing its price over and over again.
When you buy this template, you unlock a Python script that you can set up easily (instructions provided in PDF) to run as a background process on your computer and update your financial data. This way, every time you look at your Notion Database, it will have up-to-date information on current market prices, according to Yahoo! Finances (with an accuracy of up to a minute).