I created a portfolio tracker tool in Notion. Here’s my template.

I created a portfolio tracker tool in Notion. Here’s my template.

Two months ago, I had this problem of tracking all my work and sharing them easily with others.

I had gone ahead to code a tracker app just to solve my own problem. If you know me from Twitter, you might have seen the prototype below:

https://twitter.com/whizzzoe/status/1113018995781718016

Funnily enough, I came across Notion tool about a week ago. I realized it could solve my problem without me building it.

This is a story on how I use Notion as a portfolio tracker👈, and how you can set up or duplicate my template for your own use. 😜

👉Check out my public Notion portfolio tracker link here

1. A portfolio tracker with no code

Besides running a startup prototype accelerator, I am also one of those creators, makers or builders who are constantly launching things.

My goal was to create a tracker to enable real-time update of my work, portfolio and resources in one place. And I make it for public access.

This includes things that I build, launch, code, write and read:

  • Startup prototypes that I built
  • Activities highlight
  • Medium articles
  • Code learning
  • Social media links
  • Speaking / interviews done
  • Books done in 2019
You can switch between dark and day mode.

2. Getting started: Notion.so

Notion.so is a powerful tool that literally combines Evernote, Airtable, Trello & Google Calendar.

Without piquing your curiosity, you can sign up for an account here https://www.notion.so/ (Nope, I’m not affiliated with Notion.so)

Here’s how to get started:

  • Start a new workspace in Notion
  • Create a database by choosing “Board” option (out of Table, List, Calendar, Gallery)
  • And then you can start editing your Board, just like Trello.
Start with a blank page or use any templates in Notion.

3. Add personal bio

Here’s where I provide a quick intro about what I work on and what I do in my portfolio tracker. You can 👉visit my public page as example.

I’ve configured the details with something like:

  • Add Icon (choose an emoji)
  • Add Cover (background image)
  • Add Title (Portfolio Tracker — Zoe Chew)
  • Add Description (quick bio)

4. Add new Group

I use Group to organize + track my work category in Notion:

  • Startup portfolio
  • Key updates
  • Medium post
  • Code updates, etc.

To add and edit a new group:

  • Go to “Add New Group”
  • Name your group (🚀Startup portfolio)
  • Change the group color (blue)
  • Move the Group order by Click + Drag the “…” icon
Click the drop-down near the “+” sign to change Group color

5. Add new Page

I use Page to update all the work that I’ve created.

For example, I have launched a new startup prototype — Producer Stash. I want to update this work under the Group of “🚀Startup portfolio”.

To add a Page under a Group:

  • Click on “+ New” under each Group
  • Double click to add more information about the Page (or card)

6. Add a Property

Instead of text-based Page, I wanted to display some rich media for the Page that I just created.

Therefore, I utilized the Property to display link, category and image that is associated with the Page:

  • Go to “Add a Property”
  • Property type: Link (to link the URL to my project)
  • Property type: Tag (to display the Group category)
  • Property type: Image (relevant image of the project)
  • Property type: Date (date created or added)
  • Delete any Property you created by accident
Customize rich media inside each card

7. Display Property in workspace

You can customize the display of rich media, i.e. to show/hide in your workspace.

I usually enable Link on the front page so that it’s easier to help visitors navigate to the portfolio resources.

Few settings:

  • Card Preview
  • Card Size (small/medium/large)
  • Fit image
  • Property (link, tag, image, date)

A quick tutorial in GIF:

See the display changes on the front page?

8. Embedded media

Notion.so is powerful in a sense that, each Page (or card) can embed extensive resources like:

  • Video
  • Bookmarks
  • Spreadsheet
  • Form
  • Calendar

A recent example is that I added a Spreadsheet within a Page to include some book notes:

Looks like I don’t need Chrome bookmarks anymore. I just added some bookmarks that are associated with my notes:

9. Turn on dark mode

I’m not sure if you’re a real tech person if you don’t like dark mode? Just kidding, I’m using default day mode all the time LOL.

Here’s how to switch on the dark mode:

  • Go to “Settings & Members”
  • Turn on “Dark Mode”
Dark mode

10. Publish your page

After all the fancy configuration, now it’s time to share my Portfolio Tracker.

I decided to make my Notion page public because I realize it’s a cool hack for:

  • Create accountability when you document publicly about the things you launch (make sure you really do the work, no excuse).
  • Invite dialogue and conversation (like-minded entrepreneurs, founders & makers)
  • Easy for potential clients to browse startup prototypes & proceed service bookings (https://hoveo.carrd.co/)

To make your Notion workspace available for public access, simply go through the settings at the top right corner:

  • Public Access: can read
  • Allow Search Engines: yes
  • Copy Page Link (use this link to share your workspace with others)

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