How to create a simple portfolio and dividend tracker in Notion (Part 1: Setting up your tracker)

In this series I'll show you how I use Notion to track my income from dividend investments, and share a basic Notion template with you at the end.

If you love using Notion for 90% of your life, then you know the feeling of wanting to do that last 10% too. After reading this you learn how to use some of Notion's advanced functions and track your own income portfolio in Notion.

Unfortunately, many people don't use Notion for this because

they don't know where to start and "advanced" functions are scary

Database Tables
Relations
Rollups

Formulas

Don't worry, we'll break this all down with concrete examples from my own dividend tracker.

Step 1: Create a new page as your hub

Name the page something fun like "Money Central" and let's keep moving!

Step 2: Create your sub-pages

Use the shortcut /table database-fullpage to create threes sub-pages with these names

Portfolio
Transactions
Income

Step 3: Set up the Portfolio properties

Head to your "Portfolio" database and set up these properties:

Name
Ticker (Type: Text)
Status (Type: Select)

Step 4: Set up your Transactions database

Head to your "Transactions" database and set up these properties:

Name
Quantity (Type: Number)
Price: (Type: Number, Currency)
Date (Type: Date)

Now the fun properties:

Amount (Type: Formula, USD)

For this formula select the purchase quantity multiplied (*) by the purchase price.

Portfolio (Type: Relation)

When prompted, select the Portfolio database that you created in step 3.

Step 5: Set up your Income database

Head to your "Income" database and set up these properties:

Name
Dividend (Type: Number, Currency)
Date (Type: Date)

Portfolio (Type: Relation)

When prompted, select the same Portfolio database from step 3

Awesome, the hard work is done and you have the foundation for your dividend tracker! Next time we'll start buying stocks and look at how these tables link together.