📈 Daily Trading Tracker for Investment Management (Notion Template)

The ultimate system for tracking every trade, managing your portfolio, and optimizing your investment decisions—all inside Notion.

Whether you're a retail trader, long-term investor, or building a serious portfolio, this template gives you the structure and formulas to stay on top of your trades with absolute clarity.

✅ What’s Inside:

🔹 Trades Database

Log every buy and sell. Track share quantity, entry/exit price, trade value, and realized P&L.

🔹 Portfolio Dashboard

See your current holdings, position sizes, weighted average cost, unrealized profits, and total return—all updated automatically.

🔹 Ready-to-Use Formulas

• Everything is pre-built with advanced Notion formulas:
  ✔ Easily track averages
  ✔ Realized & Unrealized P/L
  ✔ Win/Loss Rate
  ✔ Average R per Trade
  ✔ Weekly/Monthly Profit Breakdown
  ✔ Market Condition Filters

🧠 Why This Template?

• Analyze your trades with clean, structured data
• No more messy spreadsheets
• Instantly know where you stand with every stock
• Trades Journaling and documentation
• Stay disciplined, track patterns, and build smarter strategies

🔹 Ideal For:

• Day traders, scalpers, swing traders
• Stock investors who are looking for an organized portfolio to analyze their performance and investment plans.
• Traders who want structured trade journaling and performance reviews

🔹 Screenshots: