What will I get?

📊 A Notion Template to maintain a personal portfolio of US stocks investments

🤯 A mechanism for live price tracking & profits calculation

📖 Python script to update the live prices & step-by-step setup guide to get it all working

😃 Easy to use

Integration Guide

1. Duplicating Template:

Once, you purchase the notion template, you’ll be given a notion template link. Click on the Duplicate button in the top right of the notion page.

ℹ️ Ignore if you’ve already completed this step. Notion may ask you to login into your notion account to successfully duplicate.

2. Creating Notion Integration:

What is a Notion Integration?

A notion integration allows a user to run automations using tools like programming languages like Python, Javascript, etc.

🤔 You don’t have to worry too much about this if you’re confused, this is just a simple explanation that will help you get a general idea.

Follow these steps to create a notion integration:

1. Click on this link → https://notion.so/my-integrations/ (once you open this link in your browser, the website may ask you to login to your notion account)
2. You’ll be presented with this webpage, click on + New Integration button (big black button)

3. You’ll then be presented with a form to fill in the Basic Information: , you can set the below values:

   1. Type → Internal
   2. Associated Workspace → Choose your notion account’s workspace
   3. Name → Stocks Profits Tracker
   4. Logo → No need, ignore this

   Finally, Click on the Submit → (black button)

4. You’ll next be presented with a webpage called Secrets , you will have to click show and copy the notion integration secret token and keep it safely aside

Copy & Paste the above 🔑 Notion Integration Secret Key somewhere 🔒 safe because it will be used in the 🐍 python script.

3. Connect Notion Integration to Template:

1. Click on the three dots ... in the top right corner of the duplicate notion template

2. Click on + Add Connections at the end of the the drop down, search for and click the notion integration you’ve created in step 2 ( Stock Profits Tracker)

   

4. Populating Stock Prices in ‘Stock Profit Tracker’ Database:

You can add the following values for every stock symbol(tick) you want to add:

1. Name → Stock Symbol (like MSFT)
2. Amount Invested → Add the amount you bought the stock units with
3. Price/Unit → This value will be updated by the Notion Integration (add a default 0.1 so that the python script can update it)
4. Number of units bought → Add the number of stock units you bought

Leave the Status & Net Profit because when the Price/Unit gets updated by automation, these values will change automatically.

💡 The default notion database contains a few stock market symbols like MSFT, NFLX, TSLA, AAPL, HOOD, etc. (use them as example while adding new stock units)

🚨 Don’t change the column names or database name in the Stocks Profits Tracker database, doing so will make it impossible to update the columns using the python script.

5. Running Python Script:

The final part of the integration is about running a python script that will update the real stock prices for all the stock units you have in the database.

1. Clone this GitHub repository → https://github.com/tnvmadhav/notion-stocks-integration

2. Save the secret notion integration token in the my_variables.yml file

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   MY_NOTION_SECRET_TOKEN: paste-your-notion-integration-token-here
   

3. Install the python requirements and dependency libraries by running the command in your terminal

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   python3 -m pip3 install -r requirements.txt
   

4. Finally run this command in your terminal to start the live Price/Unit update process

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   python3 main.py
   

That’s it!

If all the steps are followed properly, your notion database should be getting live stock price and net profit updates when python server is running on your machine.

🚨 If something isn’t working or if you’re confused, contact me on Twitter/X DM and I’ll help you out 🙂