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Investment Dashboard: Notion Template
One Notion system: budget, savings, and stock analysis.
Hey Product Hunt community π Here's what's new in V2 : - Decision Context Log A new section inside the investment thesis to log what was happening in the world when you made your decision. - Dividend Tracking Table A dedicated table to track dividend income across all your positions. - Portfolio Rebalancing Alert System A simple but powerful system that automatically signals when an asset drifts from your target allocation.
πHey Product Hunt community π
What's new in this update?
I've added 3 new features to make the template more useful for long-term investing:
π° Decision Context Log
Inside the Investment Thesis, you can now record the market conditions, important news, macro environment and your personal sentiment at the time of your decision.
β This helps you look back later and understand what you knew and thought when you invested.
πΈ Dividend Tracking Table
Track your dividend income across your portfolio, including estimated monthly & annual passive income, payment frequency and next payment date, with automatic calculations.
βοΈ Portfolio Rebalancing Alert System
Your portfolio now automatically signals when an asset moves more than 5% away from its target allocation (can be modified), so you can quickly see when it's time to rebalance.
πΈ You can see the new Dividend Tracker and Portfolio Rebalancing Alert System in the last 2 screenshots.
Would love to hear what you think of these new additions! π
About Investment Dashboard: Notion Template on Product Hunt
βOne Notion system: budget, savings, and stock analysis.β
Investment Dashboard: Notion Template was submitted on Product Hunt and earned 2 upvotes and 1 comments, placing #122 on the daily leaderboard. Hey Product Hunt community π Here's what's new in V2 : - Decision Context Log A new section inside the investment thesis to log what was happening in the world when you made your decision. - Dividend Tracking Table A dedicated table to track dividend income across all your positions. - Portfolio Rebalancing Alert System A simple but powerful system that automatically signals when an asset drifts from your target allocation.
On the analytics side, Investment Dashboard: Notion Template competes within Fintech, Investing and Venture Capital β topics that collectively have 123.7k followers on Product Hunt. The dashboard above tracks how Investment Dashboard: Notion Template performed against the three products that launched closest to it on the same day.
Who hunted Investment Dashboard: Notion Template?
Investment Dashboard: Notion Template was hunted by Alicia. A βhunterβ on Product Hunt is the community member who submits a product to the platform β uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of Investment Dashboard: Notion Template including community comment highlights and product details, visit the product overview.
Alicia