Notion Investment Dashboard Product Information and Latest Updates (2025)

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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3yr ago

Levi Gleb Raskin

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

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3yr ago

NotesbyHugh

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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3yr ago

Sreenath Pradeep

Great stuff! Makes notion much more valuable

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3yr ago

NotesbyHugh

Side Project OS

Maker

@sreenath_pradeep Thanks Sreenath! Notion is definitely a beast of a platform!

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3yr ago

Ishay Tentser

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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3yr ago

NotesbyHugh

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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3yr ago

Ishay Tentser

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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3yr ago

NotesbyHugh

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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3yr ago

Ishay Tentser

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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3yr ago

NotesbyHugh

Side Project OS

Maker

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

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