Welcome to 1Place4Stocks!

A portfolio tracking integration for Notion.


Big Logo of 1Place4Stocks

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.

Made for Notion Logo


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Template

Picture of 1Place4Stocks Notion 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

Picture of 1Place4Stocks Website Dashboard

  • 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.

Picture of Watchlist overview

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.

Picture of Watchlist portfolio view

Planning area where you can plan the purchase of stocks with quantity, value and date. You can also collect notes and external documents.

Picture of Watchlist plan view

Valuation overview with key figures such as:

  • LTM EV/EBITDA
  • LTM EV/Sales
  • LTM P/E
  • LTM P/B
  • LTM ROE
  • etc.

Picture of Watchlist valuation view

Margin overview with key figures such as:

  • LTM Net Income Margin
  • LTM EBITDA Margin
  • LTM FCF Margin
  • etc.

Picture of Watchlist margin view

Cash overview with key figures such as:

  • LTM FCF
  • LTM FCF Conversion Net Income
  • LTM Debt/EBITDA
  • etc.

Picture of Watchlist cash view

Dividend overview with key figures such as:

  • Payout Ratio
  • LTM Dividend Yield
  • etc.

Picture of Watchlist dividend view

Income overview with key figures such as:

  • LTM EBITDA
  • LTM Net Income
  • MRQ Total Revenue Change YoY
  • etc.

Picture of Watchlist income view

Shares overview with key figures such as:

  • % Short
  • LTM EPS
  • etc.

Picture of Watchlist shares view

Each stock in the watchlist comes with an organized page structure for each valuation range.

Picture of Watchlist stock detail view

When an area is expanded, the assigned valuation key figures appear.

Picture of Watchlist stock detail view expanded


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.

Picture of Portfolio overview

Record your purchases and sales and enter taxes and costs. Then assign these trades to your positions.

Picture of Portfolio trades view

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.

Picture of Portfolio dividends view

Finally, you will find a pie chart showing the current composition of your portfolio.

Picture of Portfolio chart view


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.

Picture of Notion dividend charts

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.

Picture of Notion compare by stock dividend chart in detail

Hover over each chart to see more details

Picture of Notion compare by stock dividend chart in detail when hovered


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.

Picture of embedded 1Place4Stocks Dashboard in Notion Template

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.

Picture of Ticker Search from 1Place4Stocks Website


Sharing

Share your dashboard with the public, e.g. to embed it in the template or show it to friends.

Picture of 1Place4Stocks Dashboard sharing function


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

Picture of 1Place4Stocks portfolio chart by stock


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.

Picture of 1Place4Stocks pie dividend chart by year

Next, the dividend income in a stacked chart, which lists the dividends per stock, year and month.

Picture of 1Place4Stocks stacked dividend chart per stock, year and month

Then the Compare Chart, which shows an overview of the development of dividend income over the years in total.

Picture of 1Place4Stocks dividend income comparison chart per year

Also, the years can be compared with each other at a monthly level.

Picture of 1Place4Stocks dividend income comparison chart per month and year