Notion Investment Portfolio with Live Prices from Google Sheets (Free Template, 2026)

By Leandro Zubrezki5 min read
Notion Investment Portfolio with Live Prices from Google Sheets (Free Template, 2026)

Tracking investments in Notion is straightforward until you realize Notion has no live stock price, no formula that can fetch one, and no way to chart historical data.

Google Sheets has all three, via GOOGLEFINANCE, formulas, and built-in charts. Sync the two, and your Notion portfolio just works: live prices, auto-updating totals, charts embedded back in. Here's the setup with Sync2Sheets. It takes about fifteen minutes, and the same pattern works for a budget, a runway tracker, or any other numbers Notion cannot compute by itself.


Tools We'll Be Using



Sync Your Notion Stock Portfolio with Google Sheets in 7 Steps


Duplicate the template

To start, duplicate the free Stock Template into your Notion account.

Install Sync2Sheets

Install Sync2Sheets and connect the workspace that contains the template you just duplicated. Remember to select the corresponding Notion page when giving permissions.

For step-by-step details, take a look at the following YouTube video:

Sync the Assets database

Once you have your workspace connected with Google Sheets and the template in your account, it's time to sync the database. You should end up with a sheet that looks like this:

Assets database synced with Google Sheets.

We can hide and move columns if we want, and the sync process will still work since each column is uniquely identified. You can also change the names of the headers if you like. Now we can clean up the table, hiding Created, Updated, and Page ID as well as reordering the columns.

Using GOOGLEFINANCE formula

Now that we have the table in sync with Notion, every edit on either side shows up on the other within seconds. Having the data available in Google Sheets will allow us to do two nice things: create charts and add information like the current price and the percentage of each investment in our overall portfolio.

The first thing we'll do is add a new column, One Year Trend. We will use two handy formulas that are available in Sheets, =GOOGLEFINANCE() and =SPARKLINE(). We'll use the former to fill the Current Price column and the latter to show a trend line in One Year Trend. I have added links to the documentation for each if you want to take a look.

In the One Year Trend column we will plot a sparkline showing the last year of pricing information for each asset. The formula looks like this: =SPARKLINE(GOOGLEFINANCE(C2, "price", TODAY() -365, TODAY())). C2 in this case is the Symbol column; replace it with the corresponding column in your spreadsheet.

We'll use this formula to display the asset's current market price in the Current Price column: =GOOGLEFINANCE(C2, "price").

We will also go ahead and calculate the percentage of each stock for the portfolio with =H2 / SUM($H$2:$H$12). Investment is a formula property defined in our Notion stock template. But for now, we will manually calculate the investment percentage to avoid dividing by 0: =F2*G2.

Assets updated in Sheets with more data.

Setting the direction to Sheets to Notion

We want the values of the Current Price and Percentage columns to flow from Sheets into Notion. To make this happen we'll use Sync2Sheets' per-column direction picker and set both columns to Sheets to Notion. Take a look at this short video to see how it works:

Read this next: How to Set Dynamic Page Titles in Notion

Creating a chart

With our database in sync, we'll create a pie chart to show the type distribution of our assets.

Select the Type and Percentage columns and then go to Insert > Chart. For this example, we will create a pie chart, so in the right sidebar change the type to Pie chart. You can add a title and modify the options as you prefer.

Pie chart created in Google Sheets.

Embedding the chart in Notion

Now we will embed the chart in Notion using an Embed block.

In Sheets, go to File > Publish to web. A modal will appear with the option to select a link or an embed. Select Embed and the chart that we previously created from the options. Then, copy the code.

Publishing the chart to web in Google Sheets.

Back in Notion, add an Embed block and paste the code. You should now be able to see the interactive chart! Notion updates the content every time you open the page, and Google Sheets updates it every 5 minutes.

Portfolio updated in Notion with additional properties and chart.

Conclusion

We covered a lot of material today! We learned how to sync a Notion database with Google Sheets, use formulas to display additional information for each asset, create a chart, and add both back into Notion with the help of the publishing feature of Google Sheets and the Embed block in Notion.

The same three moves (records in Notion, math in Sheets, results synced back as properties) carry over to anything else you run out of a Notion page: a monthly budget, a runway tracker, a CRM with revenue dashboards, or an inventory list with reorder alerts.

Can you think of any other situations where this setup could be useful? We would love to hear from you on X!

Frequently asked questions

Can Notion show live stock prices?

Not on its own. Notion has no formula that fetches market data. The workaround is to sync the portfolio database to Google Sheets, use GOOGLEFINANCE there to pull the current price, and set that column to sync from Sheets to Notion. The price then shows up in Notion as a regular number property and updates as the market moves.

How often do the prices update in Notion?

GOOGLEFINANCE refreshes in Google Sheets every few minutes while the sheet is open, and Sync2Sheets pushes each changed value to Notion within seconds. In practice the Notion property is as fresh as the Sheets cell.

Is the Notion stock portfolio template free?

Yes. The Stock Template linked in this guide is free to duplicate into your own workspace. Sync2Sheets, which handles the live sync, has a free 7-day trial and then starts at $12 per month.

Can I track crypto or currencies the same way?

Yes, as long as Google Sheets has a quote for it. GOOGLEFINANCE covers major currency pairs with the CURRENCY: prefix and several crypto tickers. Anything it does not cover can be pulled into the sheet with another formula or an add-on and synced to Notion the same way.

Can I use this for a small business tracker instead of a portfolio?

Yes. The pattern is the same: keep the records in Notion, compute whatever Notion cannot in Google Sheets, and sync the results back as properties. Budgets, runway, unit economics, and KPI columns all work with the same Sheets to Notion direction.

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