Investing templates

Templates for investors

Explore the Notion templates that can help you invest better.

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Workspaces

A set of interconnected templates, designed to optimize your investment process. After installing the free Notion app and a one time purchase, you'll have lifetime access to everything these workspaces have to offer.

All-in-one

Track your investment portfolio, build a watchlist, get access to great dashboards, track earnings, keep notes, value businesses and much more. The all-in-one investing workspace has everything you need as an investor.

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Pro workspace infographic

Pro

Got some investing experience and want improve your investment proficiency? This workspace can help you monitor your portfolio, curate watchlists, track financial goals, take notes and more.

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Essentials workspace infographic

Essentials

Relatively new to investing? This workspace has all the essentials to lay the foundation for a great investment process. Track your portfolio, value businesses, determine their quality and become aware of common investing mistakes.

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Basic

New to investing? The basic workspace is the perfect place to start. Determine the right price for a business, track your portfolio and write down your investment goals and rules.

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"My mission is to help people invest better"

Jan, Zeevy Founder

My promise

I am committed to create the best possible templates and workspaces that are valuable to you as an investor. After a one time payment, you'll have lifetime access. Templates are regularly updated with new features and quality of life improvements. You can view them in the updates section. If you need help, have questions, tips or suggestions, please don't hesitate to reach out by sending a chat.

  • High quality

    Templates is carefully crafted to best fit your needs

  • Easy to use

    User-friendliness is at the core of every template and workspace

  • Customizable

    Everything is customizable so you can make it exactly the way you want it to be

  • Multi-device

    Access is effortless across multiple devices anytime, anywhere

Frequently asked questions

What is Notion?

Notion is a versatile productivity tool that combines note-taking, task management, and collaborations. It allows you to create and organize documents, databases, and boards, making it suitable for a wide range of personal and professional tasks, from project planning to journaling.

What is a Notion template?

A Notion template is a pre-designed, reusable framework that helps you streamline various tasks and activities within the Notion app. You can customize and populate these templates with your own content to quickly create organized and visually appealing documents or databases.

Why would I pay for a template or workspace?

These templates and workspaces can help you to gain valuable insights, become more efficient and avoid costly mistakes. Ultimately, they allow you to create the investment process you need form long-term success.

Is Notion free to use?

Yes. Notion offers a free version which includes all core features. All templates offered here are optimized for the free plan. You can however upgrade to paid plans if you want to. Unlocking features such as advanced automations, more storage and the use of A.I.