How to Build your own Portfolio K-Bank by leveraging Notion and Python?

Previously we discussed how to calculate PE ratio, PB ratio, MA and extract monthly revenue (TW market). Today we would like to show you how to

1. Maintain investment portfolio knowledge bank including ticker, tags, related companies, etc in Notion.

2. Pull this information via Python and run the abovementioned calculation or data lookup.

The best part of using Notion as our frontend of maintaining the portfolio is to use multi-select and in-cell page functionalities to handle tickers’ characteristics such as

1. Market large cap, industry leader, etc.

2. Value chain such as IDM, IC design, foundry in semiconductor.

3. Products such as smartphone, data ceneter, EUV, etc

Notion Part

1. Create a database called Equity DB — Informula with columns like symbol (ticker), company, tag, related companies, etc