Trading Core — Ultimate Crypto Portfolio & Trading System for Notion

Trade without the knot in your stomach. One Notion workspace for wallets, portfolio, trades, research, and tasks.

Crypto Trading Core is a complete crypto operating system in Notion. It brings your wallets, assets, trades, research, and tasks into one command center—so you stop guessing and start compounding.

• See true exposure by account, custody, chain, sector, and risk
• Turn theses into entries with invalidations, catalysts, and review cadence
• Journal trades with PnL loops and a Mistakes & Lessons library
• Act on high‑signal watchlist and news, not noise
• Keep transfers and fees organized for clean handoffs and tax time

Opinionated defaults make it useful on day one. Flexible structure keeps it yours forever.

Who it’s for

• Active traders who want real clarity and consistent execution
• Long‑term allocators who rebalance by targets and conviction
• Builders and creators who iterate their portfolio like a product

What’s inside

• Wallets Overview: total value by account and custody, stablecoin share, type and chain breakdowns
• Assets Intelligence: value by asset, sector, chain, risk buckets, stable vs. non‑stable
• Portfolio Control: rebalancing candidates, top positions, stablecoin monitor
• Performance: realized/unrealized PnL, ROI, PnL by asset, trend charts
• Trading Journal: latest trades, open/closed, by strategy and timeframe, Mistakes & Lessons
• Research Hub: theses by status, sector, conviction, overdue and upcoming reviews
• Tasks & Deadlines: this week, next 7 days, overdue, tasks by thesis, throughput charts
• Watchlist: priority, readiness, near‑entry, catalyst views
• News & Signals: high‑urgency feed, by asset, by source, review queue
• Transfers: recent transfers, fees by chain, deposits/withdrawals, per‑account flows

Key benefits (pain → outcome)

• Portfolio blindness → Real exposure and risk at a glance
• Emotional entries → Theses with invalidations and cadence
• Repeat mistakes → Journal and lessons that tighten your edge
• Missed setups → Watchlist that surfaces near‑entry opportunities
• Signal overload → High‑urgency and by‑source filters
• Transfer chaos → Clean flows and fees by chain

How it works

1. Add accounts and current holdings
2. Write 3 core theses with invalidations and review frequency
3. Run a weekly review and journal wins/mistakes
4. Rebalance with intention, not impulse

Setup and compatibility

• Built for Notion
• No integrations required
• Optional guide to connect live price feeds
• Works for both solo and team use

What you get

• Crypto Trading Core template (all databases and dashboards)
• Getting Started Guide
• Remove sample content in one pass
• Connect live crypto prices to Notion (optional)
• Example workflows: rebalancing, PnL reviews, mistake‑to‑lesson loops

FAQs

• Do I need live price feeds?
  • No. They’re optional. The template works great without them.
• Is this beginner‑friendly?
  • Yes. The guides walk you through every step.
• Does it handle taxes?
  • It organizes transfers and fees to simplify reconciliation. It’s not a tax product.
• Can I customize it?
  • Completely. Rename properties, add sectors, extend dashboards.
• Team support?
  • Yes. Share like any Notion page or database.

What’s included

• 8+ connected databases with curated views
• 5+ portfolio and trading dashboards
• Research and thesis workflows
• Trading journal with PnL and Lessons
• Watchlist, News & Signals, Transfers
• Setup guides and example rituals

Feature highlights (short bullets for cards)

• Real exposure by account, chain, sector, and risk
• Rebalancing candidates and stablecoin monitor
• Theses with invalidations and review cadence
• PnL trends and Mistakes & Lessons
• High‑signal watchlist and news filters
• Clean transfers and fee tracking