How to Track Your Investments in Notion(With Live, Auto-Updating Prices)
By the end of this guide you’ll have a Notion database where every asset row shows its current price, market cap, and 24h change — all synced automatically from CoinGecko, no manual updates ever again.
What you’ll need
- ✓A Notion account (free tier works fine)
- ✓A Pulsn account (free for 1 database)
- ✓About 10 minutes
Create your investment database in Notion
Open Notion and create a new full-page database. Add the following properties — these give you everything you need for a complete investment tracker, with the price columns ready to be filled automatically by Pulsn.
| Property name | Type | Purpose |
|---|---|---|
| Asset | Title | Name of the coin or asset (e.g. Bitcoin) |
| Ticker | Text | Short symbol (e.g. BTC, ETH) |
| Current Price | Number | Auto-filled by Pulsn from CoinGecko |
| Market Cap | Number | Auto-filled by Pulsn |
| 24h Change (%) | Number | Auto-filled by Pulsn |
| Units Held | Number | How many coins/tokens you own |
| Avg Buy Price | Number | Your average cost basis |
| Total Value | Formula | prop("Current Price") * prop("Units Held") |
| P&L | Formula | (prop("Current Price") - prop("Avg Buy Price")) * prop("Units Held") |
| Notes | Text | Research notes, buy/sell rationale |
Add the Total Value formula
In your Total Value Formula property, enter this formula. Once Pulsn starts keeping the Current Price up to date, this column will calculate your total position value automatically.
Similarly, for the P&L column: (prop("Current Price") - prop("Avg Buy Price")) * prop("Units Held")
Install the Pulsn integration
- 1Click Connect Notion free →. Notion will open and ask you to authorize Pulsn’s access to your workspace.
- 2Select the databases you want to grant access to — make sure to include your investment database.
- 3After authorizing, you'll be redirected back to Pulsn. Pick the specific database you want to install the integration on from the list.
- 4Pulsn adds a Pulsn Actions column to your database with a “Configure sync” link on each row. Clicking that link opens the sync flow configuration form for that row.
Build your first sync flow
In Notion, click “Configure sync” on the row for your first asset. This opens the Pulsn configuration form for that row.
- 1Choose CoinGecko as your data provider.
- 2Search for your first asset by symbol (e.g. type "BTC" for Bitcoin, "ETH" for Ethereum).
- 3Select the metric you want — start with Price.
- 4Choose your currency (e.g. USD).
- 5Map it to the Current Price property in your Notion database.
- 6Click Save.
Add more metrics
Repeat step 4 to add Market Cap, 24h Change (%), and Volume as separate sync flows. Each maps to its own Notion property. You can also add flows for other coins — each row in your database can have its own set of sync flows pointing to different assets.
Watch prices update automatically
That’s it. Pulsn polls CoinGecko on your schedule and writes the fresh values directly into your Notion properties. Open Notion any time and your investment tracker is already current.
| Plan | Sync frequency | Price |
|---|---|---|
| Free | Every 24 hours | $0 forever |
| Growth | Every hour | $3.90/month |
| Power | Every 15 minutes | $6.90/month |
Useful Notion views for your investment tracker
Table view
See all assets, prices, P&L, and market cap at a glance. Sort by P&L (descending) to see your best performers at the top.
Gallery view
Visual card-per-asset layout. Good if you want a dashboard feel with the coin name and current price prominently displayed.
Filtered view
Once stocks and ETFs are added, filter by asset class. Or filter to only show positions with positive P&L.
Related guides
How to build a crypto portfolio tracker in Notion
Goes deeper on schema design, P&L formulas, and portfolio views.
Notion formulas for portfolio tracking
Copy-paste reference for total value, P&L, P&L %, cost basis, and allocation.
Notion vs. spreadsheet for investment tracking
A head-to-head comparison to help you choose the right tool.
Ready to try it?
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