This task can be performed using Strabo
A free Notion inspired personal finance dashboard
Best product for this task

Strabo
analytics
Strabo is a FREE customisable portfolio tracker and personal finance tool inspired by Notion. Track, manage and forecast cash, stocks, crypto, property and more across customisable, configurable pages you can share with an avid community.
What to expect from an ideal product
- Easily track and manage all your assets including cash, stocks, crypto, and property.
- Customize your portfolio pages to suit your personal style and needs.
- Share your portfolio pages with the community or specific individuals.
- Forecast future financial scenarios to make informed decisions.
- Enjoy a user-friendly interface inspired by Notion, making complex finance management intuitive.