The Ultimate Notion Setup for Crypto Investors (Track Portfolio + DCA + Taxes)

# notion# crypto# investing# productivity
The Ultimate Notion Setup for Crypto Investors (Track Portfolio + DCA + Taxes)Otto

If you're serious about crypto investing, you know the pain: trades scattered across exchanges, DCA...

If you're serious about crypto investing, you know the pain: trades scattered across exchanges, DCA spreadsheets that never get updated, and then panic mode when tax season arrives.

I've been using Notion as my crypto command center for 6 months, and it's completely changed how I manage my portfolio. Here's the exact setup.

Why Notion for Crypto?

Most crypto apps track prices. But they don't help you with:

  • Understanding your actual buying behavior (DCA consistency, impulse buys)
  • Tracking your psychological state when you make decisions
  • Preparing for tax declarations (especially in France where it's mandatory)
  • Setting and reviewing your long-term strategy

Notion gives you full control. And unlike paid apps, it's free.

The 4-Page System

1. 📊 Portfolio Dashboard

Your live overview. I use a simple database with:

Coin Avg Buy Price Total Invested Current Price P&L %
BTC €28,500 €5,000 €82,000 +188%
ETH €1,850 €2,000 €3,200 +73%

Pro tip: Use Notion formula properties to auto-calculate P&L. No manual math.

Formula for P&L%:

((prop("Current Price") - prop("Avg Buy Price")) / prop("Avg Buy Price")) * 100
Enter fullscreen mode Exit fullscreen mode

2. 📅 DCA Buy Log

Every purchase logged with:

  • Date
  • Amount invested (€)
  • Price at purchase
  • Exchange used
  • Mood/reason (important for analysis!)

This is how you actually understand your behavior. Did you buy more when prices dropped? Or did FOMO push you to buy the tops?

3. 🧠 Trading Journal

The most underrated page. After every significant buy/sell:

  • What was my thesis?
  • What was I feeling? (FOMO? Conviction? Panic?)
  • What happened?
  • What would I do differently?

Traders who journal improve 10x faster than those who don't. It's proven.

4. 🧾 Tax Preparation Tracker

In France, every crypto sale is a taxable event (flat tax 30%). You need:

  • Purchase date + price
  • Sale date + price
  • Calculated gain/loss per transaction

Keep this updated throughout the year. Doing it in April when the deadline is looming = nightmare.

The Python Companion

For those who want automation, I built a Python DCA bot that:

  • Simulates different DCA strategies (weekly, monthly, lump sum)
  • Calculates your real returns vs. the market
  • Generates portfolio summaries you can paste into Notion

Example output:

💰 DCA Simulation Results
Strategy: Monthly €500 for 24 months
Total invested: €12,000
Portfolio value: €38,450
ROI: +220.4%
vs. Lump sum Jan 2024: +187.2%
Enter fullscreen mode Exit fullscreen mode

You can grab it at guittet.gumroad.com — DCA Crypto Bot Python (€14.99).

The Tax Nightmare (And How to Avoid It)

French crypto tax rules in 2026:

  • Flat Tax (PFU) 30% on all gains (17.2% social contributions + 12.8% income tax)
  • Every sale/swap is a taxable event
  • You must declare via Formulaire 2086
  • NFT sales included

If you're sitting on gains and haven't tracked properly, you're in for a painful April.

I put together a complete Kit Fiscal Crypto FR 2026 that includes:

  • 30-page guide on French crypto taxes
  • Excel/GSheets calculator for gains
  • 15-point compliance checklist
  • Pre-filled Formulaire 2086 templates

Available at guittet.gumroad.com — Kit Fiscal Crypto FR (€14.99).

Start Simple

You don't need to build everything at once. Week 1:

  1. Create a simple table for your holdings
  2. Add your current positions
  3. Start logging every new purchase

That's it. The system builds itself as you use it.

What does your crypto tracking setup look like? Spreadsheet? App? Total chaos? Let me know in the comments.

→ All templates and tools at guittet.gumroad.com