NotionInvest

Open your Notion workspace and turn it into a working portfolio hub. Start by adding the NotionInvest price table to your space, then connect it to your own holdings table with a Relation property. Pull in live figures with Rollups—last price, daily change, and market cap—and let simple Formulas compute position value, cost basis, P/L, and allocation. Create a view for each account or goal, so you can switch from “Brokerage” to “Retirement” without touching a spreadsheet. Log buys and sells in a transactions table and link them to the same tickers; totals and averages update automatically through the relation. Use filters to see only assets you own, and a separate watchlist view for ideas you’re monitoring. Everything stays in one place, and the price feed keeps numbers current while you focus on decisions, not data entry.

When it’s time to rebalance, build a lightweight workflow right inside Notion. Add target weights by asset class, roll up your current weights from the live feed, and use a formula-based progress bar to show how far you are from each target. Create a checklist template that calculates suggested trade sizes based on drift. Split views by taxable vs. tax-advantaged accounts to pick the most efficient trades. If you invest across currencies, add a conversion rate property and roll it up to show values in your home currency. Pin a quarterly rebalance page with links to policies, notes, and a one-click archive button when you’re done. No juggling CSV files—your plan, your rules, and your numbers live together. more