Standard
Subscription details
Website
- Ticker search for stocks and ETFs.
- Charts for Portfolio (pie by stock, country, sector, currency, cap, type), Dividend income per year (pie/stock, stacked/month) and dividend income comparison (stacked by month and year). Chart page can be shared and embedded in notion template.
Notion Template
- 1 licensed template to track watchlist, portfolio, transactions and dividend income.
- Synchronized watchlist for monitored and portfolio stocks with valuation ratios and prices for stocks with weekly updates and prices for stocks and ETFs with daily updates.
- Synchronized portfolio to track your stock portfolio and viewing the quantity, value, current price, average cost and development by value and percentage, as well as recording purchases and sales.
- Automatic recording of dividends with correct exchange rate (updated nightly).
- Charts for portfolio (pie), dividend income (pie by stock, and stacked by month and year) and dividend income comparison (total and total by stock). Note: please see restrictions for Notion “Free” plan users.
Notion “Free” plan restrictions
There are restrictions for Notion users who do not have a paid Notion subscription. The latest information from Notion can be found here. The current free restrictions are as follows:
- Can only use 1 chart in a Notion template. Charts from the website are excluded. These can be used, shared and embedded as normal.
- Are not able to use webhooks for databases.
- Row limits for synced Databases (100 rows).