Wealth Management
Wealth Management template for Notion to track and organize assets like stocks, crypto, commodities, houses, and hotels.
Features
Asset Type Tracking
Allows you to categorize and track different types of assets including STOCK, CRYPTO, COMMODITIES, HOUSE, and HOTEL.
Asset Allocation
Helps organize and display asset allocation within the Notion template, giving a comprehensive view of your holdings.
Help - How To Use
Provides a help section to guide users on how to make the most of the template.
Pricing Plans
Base Price
$19
per one-time