How to Create Notion Investment Tracker: Stocks, Crypto & More!
Are you eager to take control of your investment portfolio's performance and effortlessly manage your assets in one place? In this comprehensive guide, we'll explore how to import real-time stock and asset data into Notion, enabling you to monitor your investments effortlessly.
By harnessing the capabilities of the Note API Connector and free finance APIs, you'll be equipped to create a dynamic Notion Investment Tracker tailored to your needs. Whether you're tracking stocks, crypto, or other assets, this step-by-step tutorial will empower you to make informed decisions with ease.
In this post we will cover:
- Getting started with Note API Connector
- Create a robust Stocks database for monitoring prices
- Import Stocks Data from API
- Import Stocks Data into your dedicated database
- Set up a dynamic Portfolio database to track your trades
Getting started with Note API Connector
You can get started in just a few clicks:
- Web App: Access the platform directly via the Note API Connector Web App.
- Chrome Extension: Install the Note API Connector Chrome Extension to use Note API Connector in Notion.
Once installed, simply authenticate your Notion account, grant the necessary permissions, and start creating API requests effortlessly.
👉 Follow the official setup guide for step-by-step instructions.
Create Stocks Database
Create a new database called Stocks. We will import stocks data into this database.
First, we add database properties
Symbol
,
Name
as text,
Exchange
as text, and
Current Price
as a number. If we are interested in other stock ticker data such as day low, day high, year low, year high,
we can add those as well.
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Obtain Stocks Data
When it comes to importing stock data into Notion, you have multiple API options depending on your needs and limitations.
Not sure which API to use? Explore our Best Free Finance APIs Guide to find the right option for your investment tracker.
Using Financial Modeling Prep's Free API
Financial Modeling Prep provides a convenient free API that allows you to obtain multiple stock prices in a single API call. This is a great option for tracking US-based stocks and simplifies the process for batch requests.
Financial Modeling Prep's API does not include data for international stocks and free plan allows only 250 API calls per month. If you need more calls or global coverage, you may need to check Marketstack API or Alpha Vantage API .
If you want to use Financial Modeling Prep's free API , you need to sign up for a free account. Go to site.financialmodelingprep.com/developer/docs/ and click "Get my API Key here" .
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After creating free account, open your dashboard where you should find your API key.
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Now, we will use Company stock batch request to obtain multiple companies prices . For example if we want to get prices of Apple, Google, and Microsoft, we can use this API:
https://financialmodelingprep.com/api/v3/quote/AAPL,META,GOOG?apikey=****************
Take into account we can use the same approach to get prices for other assets such as crypto and ETFs. For example if we want to get prices of Apple, Microsoft, Bitcoin (USD) and SPY etf, we can use this API call:
https://financialmodelingprep.com/api/v3/quote/AAPL,META,BTCUSD,SPY?apikey=****************
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Using Marketstack API
If you need data for international stocks, Marketstack API is a solid alternative. It's free plan allows 100 requests per month and you can obtain multiple ticker prices in one API call.
First, you need to sign up . Then, in your dashboard you can find api access key.
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You can get the latest eod prices by using
/eod/latest
api call. For example if you want to get price of Nvidia and Airbus, you can use
https://api.marketstack.com/v1/eod/latest?access_key=**************&symbols=NVDA,AIR.XPAR
api call.
Using Alpha Vantage API
If you need data for international stocks or prefer an API with a different pricing model, the Alpha Vantage API is a reliable alternative. However, it allows only one ticker price per API call, which requires additional effort for importing big amount of tickers.
If you want to use Alpha Vantage API, you need to claim free API key , which allows 25 requests per day.
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When you get the API key, you can use
Quote Endpoint
to obtain ticker price. For example, if you want to get price of Airbus, you use the API
https://www.alphavantage.co/query?function=GLOBAL_QUOTE&symbol=AIR.PA&apikey=************
Import Stocks Data
Return to Notion API Connector and create a new request by clicking
Create request
in the side panel. Paste the URL
https://financialmodelingprep.com/api/v3/quote/AAPL,META,GOOG?apikey=****************
from previous step into the URL field and click the Run button. This way you pulled data
for Apple, Meta, and Google tickers.
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Now, you should see the API response with stocks data. As you see in there are three rows that you can import into Notion where each row represents data for each ticker. You need to map API fields to Notion database fields.
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Then, click Save & Import and data should be imported into Stocks database.
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Create Portfolio Database
This is the last part of the Notion Investment Tracker. Now, let's create a new database
Portfolio that we link to Stocks database. Create a new database property
Stock
and edit the property to link it to
Stocks
database.
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Next, we will create properties
Buy Price
as a number,
Shares
as a number and
Date of Purchase
as a date.
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Then, we will create a property
Current Price
as a
Rollup
property to reference the
Current Price
in "Stocks" database.
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After that, we will create a
Buy Value
property using the formula:
multiply(prop("Buy Price"), prop("Shares"))
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Following that, we will create a
Current Value
property using the formula:
toNumber(join(map(prop("Current Price"), format(current)), ",")) * prop("Shares")
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Next, we will create a
$ up/down
property using the formula:
subtract(prop("Current Value"), prop("Buy Value"))
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Additionally, we will create a
% up/down
property using the formula:
prop("Current Value") * 100 / prop("Buy Value") - 100
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Lastly, we will create an
up/down
property using the formula:
if(prop("$ up/down") > 0, "📈", "📉")
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Keep your portfolio up to date automatically with scheduled runs. Set it once and let your Note API Connector handle the updates for you.
Conclusion
Congratulations, you've successfully transformed your investment tracking experience with the power of Note Api Connector and smart database design. By following this tutorial, you've gained the tools to create a robust Notion Investment Tracker tailored to your preferences.
Feel free to share your thoughts by leaving a comment or reaching out directly at [email protected] . Let's make managing your investments in Notion even better—together. 🚀