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PortfolioSync
Your investments, always in view. PortfolioSync quietly checks your brokerage every morning and keeps your portfolio — plus the news that actually matters to it — perfectly up to date in the workspace you already use.
Connect once
Link Trading 212 or Alpaca to Notion, Asana, or ClickUp in a couple of minutes. No spreadsheets, no copy-pasting, no second app to babysit.
Every morning, automatically
Prices, quantities, and values refresh at 7am sharp, every day, without you lifting a finger.
News that's actually about your holdings
Not a generic feed — real headlines about the exact companies you own, delivered right alongside them.
Read-only, always
Credentials are encrypted at rest, and every connection is read-only. PortfolioSync can never place a trade or move a cent.
🔒 Credentials encrypted at rest👁️ Read-only, never trades✕ Cancel anytime