Can I connect Questrade to Notion?

Yes. Connect your Questrade accounts through Finta, choose what to sync, and connect Notion.

Does Questrade cost basis sync to Notion?

Yes, when Questrade reports it. Finta writes each position's total cost basis to the Cost Basis field. If Questrade doesn't report one for a position, that field stays empty.

Can I track Questrade options in Notion?

Option positions sync as holdings. The contract details are optional Securities fields, so add them first. Open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. Those fields fill in when Questrade reports the contract.

Only crypto that Questrade reports as a holding. Finta sets its security type to cryptocurrency. Coins you hold at a separate exchange aren't part of this connection.

Does Finta move money or change my Questrade account?

No. Finta cannot move money or change your account through the financial connection.

Supported connection

Sync Questrade to Notion

Connect Questrade through Plaid and keep your holdings, securities, and trades in Notion databases that Finta creates and keeps current.

Connect Questrade to Notion See what can sync

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Questrade

Finta

Notion

Region: Canada
Connection: Plaid
Sync timing: Varies by connection

Available data

What Questrade data you can sync to Notion

Finta can sync the kinds of data below. What you get depends on the accounts you connect.

Transactions: Sort, filter, categorize, and use transactions in the destination you choose.
Investments: Use holdings and investment activity when the connected account provides them.

In Notion

Your Questrade data, inside your Notion workspace

Pick a Notion page, or create one. Finta adds a database there for each kind of Questrade data you choose and keeps it current. The fields depend on the accounts you connect.

Notion integration

Holdings and trades

Your Questrade holdings and trades in Notion

Finta writes three databases: Holdings, Securities, and Investment Transactions. Quantity, every trade, and cost basis (when Questrade reports it) come from Questrade. Each holding links to its security, which carries the symbol and close price.

Holdings: Summary, Account, Security, Quantity, Cost Basis, Base Currency, and Last Update. One page per position in each account. Market value and gain or loss aren't synced fields. Add a rollup of the security's Close Price and a formula to calculate them.
Securities: Symbol, name, security type, and the last close price with its date. Option details are optional fields. To get them, open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. They fill in when Questrade reports the contract.
Investment Transactions: Date, security, quantity, price, amount, fees, and currency for each buy, sell, dividend, fee, and transfer. The subtype tells a dividend from a dividend reinvestment, a contribution, or an interest payment.

Keep a history, not just today's positions

Finta keeps one Holdings page per position and updates it in place. Sell a position and its page stays, with Quantity set to 0, as long as the account still holds something. If you sell everything in an account, its old pages keep their last values, and Last Update shows when each one last synced.

For value over time, add Balance History. Finta stores each account's balance once a day and adds a dated page, so you build a daily record of what each Questrade account was worth.

Setup

Three steps to connect Questrade to Notion

1
Connect your Questrade account in Finta.
2
Choose what to sync.
3
Connect Notion and pick where the data goes.

Timing and limits

Sync timing varies by connection and destination

Your source connection decides when new data is available. Finta syncs supported updates according to the source connection and Notion behavior.

Source and destination permissions

Plaid handles sign-in, so Finta doesn’t receive or store your Questrade password. The financial connection is read-only. Finta cannot move money. Writing into your Notion workspace is a separate permission you give Notion.

More ways to use Questrade data

MCP

Use Finta-stored Questrade data from a compatible AI client.

Explore Finta MCP

API

Read Finta-stored Questrade data from your product, scripts, or workflow.

Read the API docs

MCP and API require Storage Mode.

Questrade to Notion questions

Can I connect Questrade to Notion?: Yes. Connect your Questrade accounts through Finta, choose what to sync, and connect Notion.
Which Questrade data can I use?: Transactions and Investments may be available. What you get depends on the accounts you connect, and available fields depend on that connection.
Does Questrade cost basis sync to Notion?: Yes, when Questrade reports it. Finta writes each position's total cost basis to the Cost Basis field. If Questrade doesn't report one for a position, that field stays empty.
Can I track Questrade options in Notion?: Option positions sync as holdings. The contract details are optional Securities fields, so add them first. Open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. Those fields fill in when Questrade reports the contract.
Does crypto show up?: Only crypto that Questrade reports as a holding. Finta sets its security type to cryptocurrency. Coins you hold at a separate exchange aren't part of this connection.
Does Finta move money or change my Questrade account?: No. Finta cannot move money or change your account through the financial connection.