How to Create Notion Investment Tracker: Stocks, Crypto & More!

Tracking your investments doesn’t have to be complicated. Imagine opening Notion and seeing your entire portfolio—stocks, crypto, and other assets—updated in real-time, without any manual work. No more switching between apps or spreadsheets—just a clean, automated dashboard at your fingertips.

In this guide, you’ll learn how to set up a Notion Investment Tracker that automatically fetches live prices from free finance APIs, helping you stay on top of your investments effortlessly.

By leveraging the power of automation with the Note API Connector and the best free finance APIs, you can create a fully customized Notion Investment Tracker that fits your unique needs. Whether you're tracking stocks, cryptocurrencies, or ETFs, this step-by-step tutorial will walk you through the process—from setup to automation.

In this post we will cover:

• Getting started with Note API Connector
• Import stocks data from API
  • Using Financial Modeling Prep's Free API
  • Using Alpha Vantage API
  • Using Marketstack API
  • Using Yahoo Finance
• Import Stocks and Crypto Data
  • Create Assets database for monitoring prices
  • Import Stock and Crypto data into Notion
  • Linking trades to current prices
  • Expanding Assets Database
  • Automate Your Portfolio Updates with Scheduled Runs

Getting started with Note API Connector

You can get started in just a few clicks:

• Web App: Access directly Note API Connector Web App.
• Chrome Extension: Install the Note API Connector Chrome Extension to use Note API Connector in Notion.

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.

Obtain Stocks Data

The key to a powerful Notion Investment Tracker is choosing the right finance API. Some APIs are great for real-time stock tracking, while others excel at batch updates. Let’s explore the best free options:

Using Financial Modeling Prep's Free API

Financial Modeling Prep provides a convenient free API that allows you to obtain multiple stock, crypto, etf prices in a single API call. This is a great option for tracking US-based and various international stocks and simplifies the process for batch requests.

Financial Modeling Prep's API free plan allows 250 API calls per day. If you need more calls or global coverage, you can check other free finance APIs 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.

After creating free account, open your dashboard where you should find your API key.

Now, you need to 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 you can use the same approach to get prices for other assets such as crypto and ETFs. For example if you want to get prices of Apple, Microsoft, Bitcoin (USD) and SPY etf, you can use this API call:

https://financialmodelingprep.com/api/v3/quote/AAPL,META,BTCUSD,SPY?apikey=****************

Using Marketstack API

If you need data for international stocks that Financial Modeling Prep does not support, the 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.

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

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.

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=************

Using Yahoo Finance

Yahoo Finance is another popular source for obtaining stock data, but it doesn't provide API. Fortunately, there are solutions for providing Yahoo Finance data through REST API for free. You can create a free account in RapidAPI and choose api provider for Yahoo Finance. There are plenty of providers who allow 500 api calls for free per month.

Import Stocks and Crypto Data

Now when we know which finance or crypto API we want to use, we are ready to import data into Notion. You can create our own custom template, or you can just grab and reuse my template. For the rest of this tutorial, I will be building the template and import data into it.

Create Assets Database

Create a new database called Assets. We will import stocks or crypto data with current prices into this database.

Add database properties Symbol , Name as text, Exchange as text, and Current Price as a number, you can also set your preferred currency. If we are interested in other stock ticker data such as day low, day high, year low, year high, you can add those as well.

Import Stock and Crypto data into Notion

Return to Note API Connector and and create a new request by clicking Create request. Select the page where you want to import data. In this case, select Assets.

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.

Now, you should see the API response with stocks data. As you can see, there are three rows. Each row represents data for each ticker. Before importing data, you need to map API fields to Notion database properties.

Then, click Save & Import and data are imported into Assets database.

Create Trades Database

Now we need to create a database where we track our individual trades. In this part we will be building Trades database.

We link this database to Assets database. Create a new database property Asset and edit the property to link it to Assets database.

Next, we will create properties Buy Price as a number, Shares as a number and Date of Purchase as a date.

Then, we will create a property Current Price as a Rollup property to reference the Current Price in Assets database.

After that, we will create a Buy Value property using the formula: prop("Buy Price") * prop("Shares")

Following that, we will create a Current Value property using the formula: toNumber(join(map(prop("Current Price"), format(current)), ",")) * prop("Shares")

Next, we will create a $ up/down property using the formula: subtract(prop("Current Value"), prop("Buy Value"))

Additionally, we will create a % up/down property using the formula: prop("Current Value") * 100 / prop("Buy Value") - 100

Lastly, we will create an up/down property using the formula: if(prop("$ up/down") > 0, "📈", "📉")

Linking trades to current prices

Now when Trades database is ready to use, we can track individual trades, where we link each asset to Assets database.

For each trade, we just need to add the Buy Price, number of shares and Date of Purchase. The other data is linked from Assets database and calculated by formulas we created.

Expanding Assets Database

If you need to expand Assets Database, you just need to update your request to add/remove tickers. You can also expand your investments tracker to add crypto coins data, but in this case you will perhaps need to create a new request and import data from crypto api. For more info check the following tutorial.

You can also create custom charts and dashboards by using Notion charts.

You can easily visualize the current value of your portfolio if you create a donut chart for each asset, where each slice represents the current value.

Automate Your Portfolio Updates with Scheduled Runs

With scheduled runs in the Note API Connector, you can automate portfolio updates effortlessly. Instead of manually refreshing stock and crypto prices, simply set up a schedule once, and let the system handle the rest. This ensures that your Notion Investment Tracker stays accurate with live financial data, allowing you to focus on making informed investment decisions.

Conclusion

You now have a fully automated Notion Investment Tracker that fetches real-time stock and crypto prices with zero manual effort. 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. 🚀

Frequently asked questions