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Automated Crypto Portfolio Tracker Template

Open the Automated Crypto Portfolio Tracker template in Notion
Automated Crypto Portfolio Tracker template preview

Build a clear view of your crypto portfolio inside Notion. This template tracks positions, average cost, allocation by asset, and performance over time. Connect it to free crypto APIs through Note API Connector to fetch live prices and refresh your dashboard on a schedule. You can track any number of coins, group them by category, and quickly see gain or loss at both asset and portfolio level. The layout is simple to customize, so you can add exchanges, wallets, or strategy notes and keep everything in one workspace. Duplicate the template, connect your API requests, and start getting up-to-date portfolio insights with minimal setup.

Watch the walkthrough

See how the automation works end-to-end and follow along as we connect live market data to the Notion template.

Need the step-by-step setup?

Our in-depth tutorial covers everything from duplicating the template to connecting each API request and scheduling refreshes.

Read the full tutorial

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