Notion Stock Tracker: Build Your Portfolio Dashboard

Why Track Stocks in Notion?

Most stock trackers are either expensive ($10-30/month for apps) or ugly (spreadsheets). Notion gives you the best of both worlds: a beautiful, customizable dashboard that costs nothing to build.

With a Notion stock tracker, you can monitor your entire portfolio in one place — current holdings, watchlist, performance, dividends, and allocation — all linked to your trading journal.

📊 "I switched from a paid portfolio tracker to my Notion dashboard. Saved $240/year and my setup is actually more useful because I customized everything to my needs."

Setting Up Your Portfolio Database

Create a new database in Notion called "Portfolio" with these properties:

• Ticker (Text): Stock symbol (AAPL, MSFT, etc.)
• Company Name (Text): Full name
• Sector (Select): Technology, Healthcare, Energy, etc.
• Shares (Number): Number of shares owned
• Average Cost (Number): Average purchase price per share
• Current Price (Number): Manually updated or via integration
• Purchase Date (Date): When you bought

Portfolio Allocation Tracking

To track allocation, add these formula fields:

• Market Value (Formula): prop("Shares") * prop("Current Price")
• Cost Basis (Formula): prop("Shares") * prop("Average Cost")
• Allocation % (Formula): prop("Market Value") / prop("Total Portfolio Value") * 100 (uses a rollup)

Create a summary view that shows your top holdings, sector allocation breakdown, and concentration risk.

Tracking P&L and Performance

Add these formulas for performance tracking:

• Unrealized P&L (Formula): prop("Market Value") - prop("Cost Basis")
• Return % (Formula): (prop("Unrealized P&L") / prop("Cost Basis")) * 100
• Daily Change (Number): Track daily price changes

Dividend & Income Tracking

For dividend investors, add:

• Dividend Yield (Number): Current yield %
• Annual Dividend (Formula): prop("Shares") * prop("Dividend Per Share") * 4 (for quarterly payers)
• Ex-Dividend Date (Date): Track upcoming dates
• Dividend Received (Rollup): Sum from linked dividend transactions

Building the Dashboard View

Create a main dashboard page with multiple views:

• Portfolio Overview: Summary with total value, total P&L, daily change, and allocation pie chart
• Holdings Table: Sortable table with all current positions
• Watchlist: Separate database for stocks you're monitoring
• Transaction Log: Linked database for buy/sell history
• Dividend Calendar: Calendar view of upcoming ex-div dates

Useful Notion Formulas

• Total Portfolio Value: sum(prop("Market Value")) in a linked summary database
• Daily Change %: round((prop("Current Price") - prop("Previous Close")) / prop("Previous Close") * 100 * 100) / 100
• Sector Allocation: Group by sector and use rollups to show % allocation

Price Updates & Automation

Notion doesn't natively pull live stock prices, but you have options:

• Manual update: Simple and reliable. Update prices once per day.
• Google Finance + Zapier/Make: Automate price updates from Google Sheets
• Notion API: Use the Notion API with a Python script to update prices

Our Notion Trading Journal Template includes a complete portfolio tracker with all these fields, formulas, and views built in — plus a linked trading journal for seamless trade logging.