1Place4Stocks is made for private investors who use Notion as their all-purpose tool and have always wanted to track their stock portfolio and watchlists with it. Made by an investor with passion, heart and soul. 💛
As Notion integration it consists of two components that are connected. A Notion template that is made available into your workspace and the website that provides further functions and services via the Notion API.
All functions at a glance you find below.
Product video
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Template
Watchlist with valuation ratios and prices with regular updates.
Track your stock portfolio directly in Notion with performance metrics included.
Record your trades (purchases and sales).
Automatic dividend recording.
Charts for portfolio, dividend income and comparison.
Valuation ratios, prices and dividends are all updated automatically from the 1Place4Stocks website via the Notion API.
Note: Please see restrictions for Notion “Free” plan users.
Website
Ticker Search for stocks and ETFs to create new entries in your Watchlist.
Additional charts for portfolio and dividend income analysis
Security
Security by design ✅
Connection SSL encrypted 🔒
Encrypted database 🔒
Hosted in Germany 🇩🇪
Highest privacy standards with the EU GDPR 🇪🇺
Template
Watchlist
Manage your watchlist directly in Notion with important key figures and prices for the stocks that interest you or are already in your portfolio.
General overview with stock ticker, company name, market and sector data etc.
Track your portfolio stocks and have an overview of their current valuation and information, such as:
50 SMA
200 SMA
52 Weeks Low
52 Weeks High
etc.
Planning area where you can plan the purchase of stocks with quantity, value and date. You can also collect notes and external documents.
Valuation overview with key figures such as:
LTM EV/EBITDA
LTM EV/Sales
LTM P/E
LTM P/B
LTM ROE
etc.
Margin overview with key figures such as:
LTM Net Income Margin
LTM EBITDA Margin
LTM FCF Margin
etc.
Cash overview with key figures such as:
LTM FCF
LTM FCF Conversion Net Income
LTM Debt/EBITDA
etc.
Dividend overview with key figures such as:
Payout Ratio
LTM Dividend Yield
etc.
Income overview with key figures such as:
LTM EBITDA
LTM Net Income
MRQ Total Revenue Change YoY
etc.
Shares overview with key figures such as:
% Short
LTM EPS
etc.
Each stock in the watchlist comes with an organized page structure for each valuation range.
When an area is expanded, the assigned valuation key figures appear.
Portfolio
Track your portfolio with positions that you assign to stocks from the watchlist.
View the quantity, the current price, the purchase price and severale performance metrics like the total value, the development in percent or the IRR.
Record your purchases and sales and enter taxes and costs. Then assign these trades to your positions.
Dividends are automatically set by 1Place4Stocks in the template after the eligible quantity and the conversion rate have been determined. As soon as a dividend has been paid, the status is changed from announced to paid and the quantity and conversion rate are updated again.
Finally, you will find a pie chart showing the current composition of your portfolio.
Dividend Charts
Only for users with an additional paid Notion subscription.
In the next section you will find a series of different charts that will help you to analyze and further optimize your dividend income.
This includes, for example, the pie chart, which shows you your total dividend income for one year per stock. Or the "Compare Total" Chart on the right side, which shows the dividend income per year side by side and thus makes the development visible.
Like the “Compare Total” chart, the “Compare by Stock” chart also compares the years with each other. In addition, it shows the distribution of dividend income per stock in each year.
Hover over each chart to see more details
1P4S Dashboard
In the last section of the template, you can embed your shared 1Place4Stocks dashboard from the website. This way you always have all the extended charts that are made available to you via the website with you.
Website
Ticker Search
On our website you will find, among other things, the Ticker Search, which you can use to search for stocks, ETFs and cryptos and add them to your watchlist.
Sharing
Share your dashboard with the public, e.g. to embed it in the template or show it to friends.
Portfolio Charts
Gain an even deeper insight with the portfolio charts than it is possible with the template charts. Distribution by:
Value
Country
Sector
Currency
Market capitalization
Asset class
Dividend Charts
In addition, there are charts available for you to analyze your dividend income as well.
First, dividend income per year and stock in the form of a pie chart.
Next, the dividend income in a stacked chart, which lists the dividends per stock, year and month.
Then the Compare Chart, which shows an overview of the development of dividend income over the years in total.
Also, the years can be compared with each other at a monthly level.
