1Place4Stocks is a portfolio tracking integration for Notion.
Made for private investors, it consists of a Notion template and a website that provides functions and services like regular updates of valuation ratios, automatic dividend recording, ticker search to create new entries in your watchlist and charts for portfolio and dividend income analysis. All functions at a glance:
- Track your stock portfolio directly in Notion. - Watchlist with valuation ratios and prices with regular updates. - Record your trades (purchases and sales). - Automatic dividend recording. - Charts for portfolio, dividend income and comparison. - Stock data, dividends etc. is updated automatically. - Ticker search for stocks and ETFs to create new entries in your watchlist. - Embed your website dashboard in the Notion template for even more charts.
Note: Please see restrictions for Notion “Free” plan users e.g. number of charts in Notion is limited.
How to use
Register on the 1Place4Stocks website and follow the guided onboarding process:
1. Choose a subscription model. 2. Connect with your Notion account. 3. Set watchlist and portfolio database. 4. Add stock entries to your watchlist. 5. Set your currency for Notion e.g. Dividends and 1P4S Charts. 6. Fill your template with your portfolio positions and record your trades. 7. Initialize your dashboard by starting the sync process.
1Place4Stocks has a detailed "How it works" page, so you never walk alone.
