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Notion for Crypto Investors: Track Your Portfolio, DCA, and Taxes for Free

#notion #cryptocurrency #investing #productivity

Notion for Crypto Investors: Track Your Portfolio, DCA, and Taxes for Free

Most crypto portfolio trackers cost money, require you to connect your wallets, and don't track the things that actually matter to your tax return.

I moved everything to Notion. Here's the setup.

Why Notion for Crypto?

  • Free (the free plan handles this easily)
  • No wallet connection required — your keys stay safe
  • Fully customizable — track what matters to you
  • Works for taxes — French PFU, German FIFO, US HIFO... set it up once
  • Offline-capable — data is yours

The 4 Databases You Need

1. Transaction Log

Every buy, sell, transfer.

Properties:

  • Date
  • Type (Buy / Sell / Transfer / Stake reward / Airdrop)
  • Asset (BTC, ETH, SOL...)
  • Amount
  • Price at transaction (€/$)
  • Total value
  • Platform (Binance, Ledger, Coinbase...)
  • Notes

This is your tax source of truth.

2. Portfolio Snapshot

A weekly manual update. Don't overcomplicate it.

Properties:

  • Asset
  • Quantity held
  • Current price
  • Total value (formula: Quantity × Price)
  • % allocation (formula: Value / Portfolio total)
  • Average buy price
  • P&L % (formula: (Current - Avg) / Avg)

3. DCA Planner

For each asset you DCA:

Properties:

  • Asset
  • Target frequency (weekly / monthly)
  • Target amount (€)
  • Last purchase date
  • Next purchase date (formula: Last + frequency)
  • Total invested
  • Current value
  • ROI (formula)

4. Tax Calculator

Simple flat-tax calculation (French PFU 30% example):

Properties:

  • Year
  • Total realized gains
  • Tax owed (formula: gains × 0.30)
  • Transactions to declare (linked from Transaction Log)
  • Status (Draft / Ready / Submitted)

Key Formulas

P&L percentage:

((Current Price - Average Buy Price) / Average Buy Price) * 100
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Next DCA date (for monthly):

dateAdd(prop("Last Purchase"), 1, "months")
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Tax estimate (PFU 30%):

prop("Realized Gains") * 0.3
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The Weekly Ritual (10 minutes)

  1. Update current prices in Portfolio Snapshot
  2. Log any transactions from the week
  3. Check DCA planner — anything due?
  4. Review P&L allocation

That's it. 10 minutes, full visibility.

What I Track That Others Don't

Staking rewards — these are taxable income in most countries. Log every reward with the price at time of receipt.

Gas fees — in some jurisdictions, deductible. Log them in the transaction notes.

Transfer costs — not taxable events, but affects your average buy price calculation.

Psychological notes — why you bought, what you were thinking. Invaluable for improving your strategy.

Building This vs. Buying It

You can build this setup yourself in a weekend (the databases above are the complete spec).

Or if you want it ready in 5 minutes:

📊 Trading Journal Pro — Notion Template (€19.99)

  • Pre-built DCA tracker, P&L dashboard, tax calculator
  • Works for crypto + stocks
  • Includes the formulas above + 20 more

🐍 DCA Crypto Bot — Python (€14.99)

  • CLI tool: simulate DCA strategies, track performance, project returns
  • No API keys required, works with any exchange

Bonus: Tax Season Checklist

  • [ ] Export all transactions from each exchange (CSV)
  • [ ] Log staking rewards with date + price
  • [ ] Calculate realized gains per asset
  • [ ] Check your country's de minimis threshold
  • [ ] File before deadline (France: May 2026)

Don't wait for tax season to start tracking. The ideal time was when you bought your first coin. The second best time is now.

What crypto tracking setup do you use? Notion, spreadsheet, or a dedicated app?

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