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 link all your financial accounts in one place.
- Track everything from cash to crypto in real-time.
- Customize pages to fit your specific financial needs.
- Share and collaborate with a community for better insights.
- Forecast future investments and expenses with ease.