Guides
Notes on tracking a brokerage portfolio in Notion, Asana, or ClickUp — written from actually building the sync, not a marketing brief.
How to Sync Trading 212 to Notion
The manual database setup, exactly what Trading 212's API will and won't give you, and the automated alternative.
Notion Portfolio Tracker: Manual vs. Auto-Synced
Why most Notion finance templates go stale after one use, and how to set up properties that hold up either way.
Sync Alpaca to Notion, ClickUp, or Asana
Generating a read-only Alpaca key, what the positions endpoint actually returns, and getting it into a workspace database.
Trading 212 API: What You Can (and Can't) Do With It
Auth scheme, scopes, rate limits, and the IP-restriction setting that silently breaks server-to-server access.