Sync Investments to 
Notion
Hold your stock holdings, ETFs, crypto and dividends in a Notion database that updates itself. Pre-built template, ready in minutes.
14-day free trial. 10,000+ brokerages and exchanges.
Watch Your Portfolio Sync to Notion
Holdings, trades and dividends flow from your brokerage and exchange accounts into Notion databases.
What Lands in Your Notion Workspace
Holdings database
One row per ticker per account. Units, cost basis, market value, unrealized gain and asset class. Filter by account, group by sector, chart in any view.
Trades database
Buy and sell history with date, price, units, fees and settlement. Backfilled on first sync, then incremental.
Dividends database
Cash and reinvested dividends with ex-date, pay-date, amount and currency. Roll up income by month or by ticker with Notion formulas.
Crypto in the same view
Coinbase, Kraken, Gemini and Binance positions sit alongside stocks and ETFs in the same database, with the same fields.
How It Works
Connect accounts
Sign in to your brokerage or crypto exchange. OAuth and read-only API keys, never your password.
Pick the template
Use the BankSync portfolio template, or map fields into your own Notion databases.
Schedule the sync
Hourly, daily, or weekly depending on your plan. Notion updates automatically.
Frequently Asked Questions
How do I sync my brokerage account to Notion?
Sign up for BankSync, connect your brokerage through a secure OAuth flow, pick Notion as the destination, and map fields to your portfolio database. Holdings, trades and dividends sync automatically on the schedule you set.
Which brokerages and crypto exchanges can I sync to Notion?
BankSync covers Charles Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade and more. Crypto exchanges include Coinbase, Kraken, Gemini and Binance. All sync into the same Notion database structure.
Will Notion stay in sync as my portfolio changes?
Yes. BankSync runs hourly, daily, or weekly depending on the plan and updates supported Notion rows in place. Available trades become new rows; available holding rows update with provider-supplied values.
Can I track dividends and income separately?
Yes. BankSync syncs dividends with ex-date, pay-date, amount and reinvestment flag into a dedicated Notion database. Roll up by ticker or month with Notion formulas and views.
Do I need a Notion template to get started?
BankSync provides a portfolio template with holdings, trades and dividends databases pre-mapped. You can also map data into your own existing Notion databases with field mapping during setup.
Track Your Portfolio in Notion
Stocks, ETFs, dividends and crypto, all in one Notion database, kept current automatically.
14-day free trial • Cancel anytime