Helping traders, investors, and individuals organize, optimize, and succeed in the markets and personal finance. Simplify your financial journey with tools built by experienced professionals to support your path to financial success.

Market Wise

Take control of your finances with Notion's Personal Finance templates. Budget planners, expense trackers, trading journals, investment logs, and savings goals are all part of our suite, designed to help you manage your money smarter. Ideal for anyone looking to achieve financial stability and growth.

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Personal Finance

Maximize your financial growth with Notion's Investing templates. Track portfolios, analyze markets, manage investment goals, and maintain a detailed trading journal.  Designed for individual investors, financial analysts, and anyone looking to navigate the investment landscape with informed decisions.

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Investing

Master your financial health with Notion's Finance templates. Our tools are designed to offer a comprehensive overview of your finances, from budget visualization and expense tracking to investment monitoring. Empower yourself to take control of your finances with ease and clarity.

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Business Finance

Curated for optimal efficiency and collaboration in the workspace

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Work

Start the semester off right

Tailored for students and their needs to achieve academic success

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School

Embrace a more organized, productive, and fulfilled lifestyle

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Life

Track your crypto with this lite version of the CoinCompass Dashboard. Includes access to the Airdrop Tracker station. Try the layout, tools, and style before upgrading to the full version with portfolio tracking, trade journaling, DeFi, and more.

Crypto Dashboard Lite – Portfolio, Journal & More

Track everything—from long-term holdings to high-risk trades—all in one powerful Notion template. Includes a portfolio tracker, trade journal, and specialized stations for spot trading, futures, DeFi, airdrops, and more. Perfect for beginners to advanced traders who want clarity,

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