Finance Compass – Portfolio Template & Trading Journal for Notion

What are the benefits of using the template?

This template will help you to:

•  maintain a better overview of your financial assets and wealt
•  rebalance your portfolio to the desired asset distribution
•  track your trading performance with a trading journal
•  see your historic 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