How to Build a Stock Portfolio Tracker in Notion(With Live Prices)
Build a fully self-updating stock portfolio tracker in Notion — complete with live prices from EODHD, P&L formulas, and views that surface your best performers at the top.
Why build your own instead of using Google Sheets?
Full control
Your layout, your properties, your views. No ads, no cluttered UI, no feature you don't need.
Linked to your workspace
Attach earnings notes, research pages, watchlist alerts, and tax records to each stock row — all in Notion.
Your data, always
No portfolio lock-in. Export anytime, share with an advisor, or migrate — your data is yours.
Want a full comparison? See how Notion + Pulsn compares to Google Sheets →
Design your database schema
Create a full-page Notion database with the following properties. The auto-synced columns are filled by Pulsn via EODHD — you only need to enter your holdings and cost basis manually.
| Property | Type | What it does |
|---|---|---|
| Stock | Title | Full name (e.g. Apple) |
| Ticker | Text | Short symbol (e.g. AAPL) |
| Exchange | Text | Exchange (e.g. NASDAQ) |
| Current Price | Number | Auto-synced by Pulsn |
| Day Change (%) | Number | Auto-synced by Pulsn |
| 52w High | Number | Auto-synced by Pulsn |
| Shares Held | Number | Your holdings |
| Avg Buy Price | Number | Your cost basis per share |
| Total Value | Formula | Current Price × Shares Held |
| P&L | Formula | (Current Price − Avg Buy Price) × Shares Held |
| P&L % | Formula | ((Current Price − Avg Buy Price) / Avg Buy Price) × 100 |
| Notes | Text | Research, buy rationale, target price |
Add the P&L formulas
Once Pulsn keeps the Current Price property updated, these formulas calculate your position value and profit/loss automatically.
Total Value
P&L ($)
P&L (%)
Connect Pulsn and add sync flows
- 1Click Connect Notion free →. Notion will ask you to authorize Pulsn and select which databases to grant access to.
- 2After authorizing, you'll be redirected back to Pulsn. Pick your stock portfolio database from the list.
- 3Pulsn adds a Pulsn Actions column to your database with a “Configure sync” link on each row.
- 4Click “Configure sync” on the first row (e.g. Apple) to open the sync configuration form for that row. Build your sync flows — one per stock per metric:
Each row in your database gets its own sync flows — so Apple in row 1 and Microsoft in row 2 each track their own ticker.
Set up your portfolio views
Portfolio table
All stocks in one view. Sort by P&L % (descending) to see your best performers at the top.
Gallery view
Visual card per stock. Great as a dashboard — show the company name, current price, and day change on each card.
Sector filter
Add a Select property called 'Sector' and filter to show only tech stocks, dividend payers, or your watchlist.
Start building your stock tracker
Pulsn is free for one Notion database. No credit card required.
Connect Notion for free →