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
  • Using Financial Modeling Prep's Free API
  • Using Alpha Vantage API
  • Using Marketstack 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.

Obtain Stocks Data

When it comes to importing stock data into Notion, you have multiple API options depending on your needs and limitations.

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" .

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

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

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.

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.

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.

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.

Then, click Save & Import and data should be imported into Stocks database.

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.

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 "Stocks" database.

After that, we will create a Buy Value property using the formula: multiply(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, "📈", "📉")

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. 🚀