How to Track Stocks in Notion (With Real-Time Prices)

Notion doesn't have built-in stock tracking. But with the right database structure and an external integration for prices, you can build a portfolio tracker that stays up to date.

This guide covers the database setup, how to record trades, and your options for getting live prices.

The Trades database

The Trades database is where you record every investment transaction—buying shares, selling positions, or acquiring crypto. It's separate from your regular income/expense tracking because investments work differently: you're not spending money, you're exchanging it for assets that have fluctuating value.

Every buy or sell is a row. Here's the structure:

The ✨ properties are formulas or auto-updated fields.

Recording a trade

When you buy a stock:

1. Open the Trades database
2. Enter the symbol: "AAPL"
3. Select account: "Vanguard Brokerage"
4. Set category: Stock
5. Set type: Buy
6. Enter date, quantity, and price

Example:

Symbol: AAPL
Account: Vanguard Brokerage
Category: Stock
Type: Buy
Date: 2026-01-15
Quantity: 10
Price: 185.50

The Value✨ formula automatically shows $1,855.

When you sell, create another trade with Type: Sell. The system calculates your holdings by summing buys and subtracting sells.

What you can track

You're not limited to stocks. Use the Category property to organize different asset types:

All four work with automatic price updates.

Getting real-time prices

Notion is a database tool, not a financial data provider. It can't pull stock prices from the market on its own—there's no built-in connection to financial APIs.

This means if you just create a Trades database and add your holdings, the prices will stay frozen at whatever you entered. Your portfolio value won't update as markets move.

To get live prices, you need something external that:

1. Fetches current prices from a financial data source
2. Writes those prices back into your Notion database

Here are your options:

Option 1: Notion Finance Tracker (recommended)

The app updates prices automatically in the background. You don't configure anything—prices refresh periodically for all your holdings.

Works with stocks (US, EU, Asia exchanges), ETFs, crypto, and commodities. One-time purchase ($29), no subscription.

Option 2: NotionInvest

A third-party service that syncs prices to a Notion database. You create a "Prices" database, add your tickers, and it updates every 30 minutes.

Pricing: €2.90/month or €27.90/year (subscription).

Setup:

1. Create a Prices database with Symbol and Price properties
2. Connect NotionInvest to your workspace
3. Add tickers to sync

Then use a relation + rollup to pull prices into your Trades database.

Option 3: Make/Zapier + API

For full control, use an automation tool with a financial API:

1. Create a Make (or Zapier) account
2. Connect to a price API (Alpha Vantage, Financial Modeling Prep, Twelve Data)
3. Set up a scheduled automation that updates Notion

This requires more setup but gives you control over update frequency and data sources.

Option 4: Manual updates

If your portfolio doesn't change often, you can update prices manually. Create a "Last Updated" date property to track freshness.

Not ideal for active tracking, but works for quarterly check-ins.

Calculating portfolio value

Once prices update, your portfolio value calculates automatically:

Portfolio Value = Sum of (Quantity × Price) for all holdings

Create a Notion view that:

• Filters to current holdings (net quantity > 0)
• Groups by Account or Category
• Shows sum of Value✨

Connecting to net worth

If you're tracking net worth, your investment accounts should be part of the picture.

The key is linking trades to accounts:

• Each trade belongs to an investment account (via the Account relation)
• The account's total value sums all trade values
• Net worth includes these investment accounts alongside cash, property, and liabilities

This way, when stock prices update, your net worth updates too. For the full setup:

Views that help

Create these saved views in your Trades database:

Tracking dividends

If you receive dividends, record them as income transactions linked to the investment account:

1. Open the Incomes database
2. Name: "AAPL Dividend Q1"
3. Account: Vanguard Brokerage
4. Amount: (dividend amount)
5. Date: (payment date)

This keeps your account balance accurate and tracks income separately from capital gains.

What Notion won't do

Be realistic about what you're building:

• No automatic trade import. You enter trades manually (or via CSV import).
• No real-time streaming. Prices update periodically, not live tick-by-tick.
• No advanced analytics. No Sharpe ratio, beta, or Monte Carlo simulations. Use a dedicated tool for that.
• No tax lot tracking. For tax purposes, use your brokerage's records.

Notion is good for seeing your portfolio at a glance and tracking against your overall finances. It's not a replacement for a brokerage dashboard.

Next steps

• — see how trades connect to accounts and net worth
• — if you invest in foreign markets