The ONLY Investment Tracker for 
Notion
Tired of portfolio trackers that force you into spreadsheets? Finally, sync your brokerage accounts directly to Notion. Automatically track trades, holdings, dividends, and portfolio performance from Fidelity, Schwab, Robinhood, and 100+ brokerages - all in your Notion workspace.
14-day free trial • 100+ brokerages supported
See It In Action
Watch how to sync your investment portfolio to Notion
Your Portfolio. Your Notion Workspace. Finally Together.
Real-Time Holdings
Your Notion portfolio updates automatically with current holdings, share quantities, market prices, and values. Track stocks, ETFs, mutual funds, bonds, and crypto.
Trade History
Every buy and sell order syncs to Notion. Track execution prices, quantities, fees, and total cost. Build your complete trading journal with automated data.
Dividend Tracking
Automatically track dividend income in Notion. See payment dates, amounts, yield, and reinvestment. Calculate total dividend income by year or by security.
Portfolio Analytics
Build custom views in Notion: asset allocation, sector breakdown, gains/losses, performance over time. Create formulas for ROI, total return, and portfolio metrics.
Set Up Your Portfolio Tracker
Connect Brokerage Accounts
Securely link Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, and 100+ other brokerages. Connect 401(k)s, IRAs, and taxable accounts. BankSync uses read-only access for security.
Set Up Notion Database
Choose your Notion investment database. BankSync maps holdings, trades, dividends, and performance data to database properties. Customize fields to match your tracking system.
Enable Auto-Sync
Choose sync frequency (daily to yearly). Holdings, prices, and trades flow automatically to Notion. Build charts, track performance, and manage your portfolio from your Notion workspace.
Supported Brokerages
Connect to 100+ brokerages and investment platforms. Track all your investments in one Notion dashboard.
Fidelity
Schwab
Vanguard
Robinhood
E*TRADE
TD Ameritrade
Merrill Edge
Interactive Brokers
...and 90+ more brokerages supported
Perfect For
Active Traders
Track every trade in Notion. Analyze performance, calculate gains/losses, and build a complete trading journal.
Long-Term Investors
Monitor portfolio allocation, track dividend income, and visualize your path to financial independence.
Retirement Planning
Consolidate 401(k)s, IRAs, and brokerage accounts. Track total investment assets and monitor retirement progress.
Frequently Asked Questions
Can I sync my brokerage account to Notion?
Yes! BankSync connects to Fidelity, Schwab, Vanguard, Robinhood, E*TRADE, TD Ameritrade, and 100+ other brokerages. Automatically sync trades, holdings, dividend income, and portfolio performance to your Notion investment tracker.
What investment data can I track in Notion?
Track stock trades (buy/sell), current holdings with real-time prices, dividend income, cost basis, portfolio allocation, unrealized gains/losses, and transaction history. All data syncs to Notion database properties with customizable views and formulas.
How often do investment holdings update in Notion?
Holdings and prices can update every 15 minutes during market hours for real-time portfolio tracking. Trades sync immediately after execution. You can also schedule hourly, daily, or weekly updates based on your needs.
Can I track multiple brokerage accounts in one Notion database?
Absolutely! Connect unlimited brokerage accounts - 401(k), IRA, taxable brokerage, etc. All holdings sync to a single Notion database. Track your complete investment portfolio across all accounts in one place with consolidated views.
No More Investment Spreadsheets. Track in Notion.
Join Notion power users who manage everything in one workspace. BankSync is the only tool that syncs brokerage accounts directly to Notion. Connect 100+ brokerages. Real-time portfolio data. Start free.
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