Notion Investment Dashboard

Live stock prices, research terminal & investment analytics.

41 followers

Live stock prices, research terminal & investment analytics.

41 followers

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What's included in the dashboard: ✔️ Instant and automatic analytics after trade entry ✔️ Guide for live stock prices & market widgets ✔️  Research terminal with templates for researching new equity and crypto trades

Notion Investment Dashboard gallery image

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Launch tags:Analytics•Investing•Money

Launch Team

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TimelinesAI Native Zapier Integration

Hi , do you support multicurrency invetsments in ETF's? Do you support custom tax rates that change over time?

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4yr ago

Side Project OS

Maker

@itentser Hey Ishay, if the ETF is listed on a global exchange then it is supported. Currently it is setup as a fixed capital gains tax rate per trade - so you can have different tax rates on different trades. Does that work for you? Happy to field any feature requests to improve the product. Cheers!

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4yr ago

TimelinesAI Native Zapier Integration

@hugh_dawkins thanks, are you support diffrent currencies for diffrent trades? For example I hold in My portfolio MSCI in $,euro,NIS and more.

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4yr ago

Side Project OS

Maker

@itentser that's all supported! Do you need a hand setting it up? Please send me a message on Twitter or email via Gumroad link and I can guide you through it. Cheers!

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4yr ago

TimelinesAI Native Zapier Integration

@hugh_dawkins I have some questions regarding multi currencies, I don't find your email, could you email me on ishay82 at gmail.com?

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4yr ago

Side Project OS

Maker

@itentser just sent you an email! Looking forward to hearing back from you

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4yr ago

@hugh_dawkins Hey! Thank you for the product, seems interesting but feel the lack of details on how it works, do you have a demo link or video?

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4yr ago

Side Project OS

Maker

@dmitriy_strukov hey! Fair point - I'll create a more of an in-depth demo video and add it to the Gumroad listing today :)

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4yr ago

Side Project OS

Maker

@dmitriy_strukov Just uploaded a demo video to the Gumroad listing :)

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4yr ago

Hello Hugh. There are "You've reached the free usage limit!" on live stock prices(TradingV iew). How can I remove it?

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4yr ago

Side Project OS

Maker

@chen_shi_weng Hey! You have to connect your own widget via the instruction guide in the template. The one that comes out of the box has a limit message. Please send me an email or DM on Twitter and I can provide further help :)

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4yr ago

Side Project OS

Maker

👋 Hey Product Hunt Excited to share this one. I work in the finance industry and a clean, easy to use investment dashboard for individual investors is hard to come by! What's included in the dashboard: ✔️ Instant and automatic analytics after trade entry ✔️ Guide for live stock prices using Notion2Sheets ✔️ Guide for live market widgets ✔️ Simple and efficient approach to logging trades ✔️ Unrealised and realised profit/loss functions ✔️ Research terminal with templates for researching new equity and crypto trades ✔️ Average entry and exit price functions ✔️ Dividend entries ✔️ Capital gains tax ✔️ Analytics by asset class 👉🏼 Jump over to Gumroad to find a full product description 🎉 Use 'INVEST' at checkout to take 25% off! 💬 I'll be around all day so drop any questions/comments here or send me a dm on Twitter). 🚀 Happy investing!

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4yr ago

@hugh_dawkins Great! What is the main issue do you solve? Does it helps to invest with confident?

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4yr ago

Side Project OS

Maker

@_1_ras thanks Gleb! The main pain point it solves is serving as a single source of truth for all your investments in a space that is completely customisable. Allows you to show your investments and statistics the way you want to see them. It certainly brings clarity to your investments and the research terminal allows you to research investments in depth before taking the plunge. Based on this i'd argue it definitely helps me invest with confidence!

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4yr ago

Career Switch To Coding

This is great, well done. I’ve been working on my own JS based system for a while and never thought about using Notion instead

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4yr ago

Side Project OS

Maker

@simon_barker1 thanks Simon! Notion is amazing isn't it!

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4yr ago

Great work, it's always a challenge to find the best software or personally made way to keep track of the key aspects of investments you've made. This looks simple and clear, I might even recommend some family members to use it!

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4yr ago

Side Project OS

Maker

@maxine_buchert Thanks Maxine! It definitely is a struggle. Thanks for being kind enough to recommended it!

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4yr ago