Navigation


<aside> <img src="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" alt="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" width="40px" /> Investment dashboard

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<aside> <img src="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" alt="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" width="40px" /> Trade log

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<aside> <img src="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" alt="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" width="40px" /> Investments

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<aside> <img src="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" alt="https://raw.githubusercontent.com/eirikmadland/notion-icons/master/v5/icon4/mt-navigate_next.svg" width="40px" /> Research terminal

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Go to current price

Current Price Quick access to change the current price of an existing investment

https://youtu.be/6L0bB1iLwX4

(1) New investment .mov

Portfolio

Enter a new investment Create a new investment from the ‘new investment’ template (click the drop-down arrow next to the blue ‘new’ button and select ‘new investment’) then fill in the details. Tag both the appropriate asset class and the ‘All Assets’ class.

Portfolio

Enter a trade Tag the investment to the corresponding trade and fill in details. For each investment, you can have many entry trades.