OwnLogic
OwnLogic is a paid SaaS application that provides PII-free multi-currency portfolio tracking directly within Notion. It connects to a user's Notion workspace and clones a pre-built template, enabling users to manage investment data without manually maintaining spreadsheets. The platform emphasizes a zero-knowledge architecture, meaning it does not store personally identifiable information (PII), and users retain 100% control over their data via their own Notion storage. The product offers a three-step onboarding flow: connect Notion, unlock access via a secure license, and go live with a 365-day auto-login dashboard. OwnLogic provides a stock trading and portfolio engine that supports global accounts including NSE, BSE, and NASDAQ, with live price refreshes, gain tracking, and CA-ready reports. It also includes a net worth showcase that tracks net gains and short/long-term tax liabilities, along with an industry-wise investment breakdown. A global investment view consolidates multiple brokerages and tracks Indian and international holdings in their native currencies, making it suitable for investors with global exposure. The service is entirely web-based and hosted on PythonAnywhere, requiring no installation beyond the Notion template integration. All data remains in the user's Notion workspace, aligning with the bring-your-own-storage philosophy.
- Category
- Analytics
- Pricing
- Paid
Problem solved
OwnLogic solves the problem of managing and tracking investment portfolios across multiple brokerages and currencies without relying on error-prone spreadsheets or exposing personal data to third-party servers. It provides a centralized, PII-free dashboard inside Notion that automates data refreshes and generates tax-ready reports.
Use cases
- Tracking stock portfolios across NSE, BSE, and NASDAQ with live prices
- Monitoring net worth and estimating short/long-term tax liabilities
- Consolidating holdings from multiple brokerages in native currencies
- Generating CA-ready investment reports for tax filing
- Visualizing industry-wise investment allocation
- Replacing spreadsheet-based portfolio trackers with a Notion-native solution
Audience
- Business Users
- Hobbyists
- Enterprise
Pros
- PII-free and zero-knowledge architecture
- 100% bring-your-own-storage via Notion
- Multi-currency and multi-brokerage support
- Live price refreshes and CA-ready reports
- Simple three-step onboarding with auto-login
Cons
- Paid subscription required
- Requires a Notion workspace
- Dependent on Notion's uptime and performance
- No offline access demonstrated
Official website: https://simplifytech.pythonanywhere.com/login
Canonical LambdaBase page: https://www.lambdabase.com/tools/ownlogic