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? Welcome to an insightful journey into optimizing your investment tracking experience. 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 Notion API Connector and Financial Modeling Prep's free API, 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:

Install Notion Api Connector

Install the Notion Api Connector from the Chrome Web Store. Open Notion, and you should see the Notion Api Connector icon on the top right corner.

Notion Api Connector Home Panel

When you click on the icon, the sidebar will open. You need to click "Authenticate" button to authenticate the extension with Notion.

Notion Api Connector Authenticate

Next, you need to grant access to Notion Api Connector extension to your Notion pages.

Notion Api Connector Connect Pages

After successful authentication, you should see button the "Create request" button in the side panel.

Notion Api Connector Authenticated

Create Stocks Database

Create a new database called "Stocks". Later, we will import stocks data into this database. If you already have a stocks database, you can skip this step.

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.

Stocks fields

Import Stocks Data

You can use any API you want to import stocks data. In the next steps, I will use Financial Modeling Prep's free API . Before using the API, you need to sign up for a free account. Go to and click "Get my API Key here".

Stocks free API get key

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

Stocks 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:,META,GOOG?apikey=385xxxxxxxxxxxxxxxxxxxxxxxxxxb9b

Stocks multiple companies prices

Return to Notion and create a new request by clicking "Create request" in the side panel. Paste the URL,META,GOOG?apikey=385xxxxxxxxxxxxxxxxxxxxxxxxxxb9b from previous step into the URL field and click the "Run" button.

Notion Api Connector Add API

Now, you should see the API response with stocks data. You need to map API fields to Notion database fields.

Notion Api Connector Mapping API

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

Notion Api Connector Imported Stocks Data

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.

Notion Link Database

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

Portfolio Tracking Properties

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

Notion Rollup Property

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

Portfolio Buy Value

Following that, we will create a "Current Value" property using the formula: multiply(toNumber(prop("Current Price")), prop("Shares"))

Portfolio Current Value

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

Portfolio up/down currency

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

Portfolio up/down percentage

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

Portfolio up/down


Congratulations, you've successfully transformed your investment tracking experience with the power of Notion 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.