Building a stock portfolio-like dashboard (tracking most recent data, history, auto populating, multiple "stocks")

Hi all - I’m hoping to figure out how to build a few docs that would help me to track data for our SEO workflow - and more importantly doing it efficiently inside Coda.

The easiest way I think to explain what I am trying to build is that it is similar to a stock portfolio tracker -

1 - There’s a dashboard or table of the stock name, the ticker, and other data points like the most recent volume and price
2 - What’s the most efficient way to both show the most recent price but also be able to retain that history?

For this second part, there are a few actions

  • Calling the current data point (e.g. at a certain time every day) across a series of stock tickers
  • Stacking it or creating a new line in a table with the latest piece of data

My initial thinking is that either
a - you create sub tables for each stock - so that it keeps the historical data that gets pulled each day and each data point for each stock gets pulled, OR
b - you create a new table each day with all the data points pulled once to be called from the new table that was created each day?

For both I don’t see how it’s avoidable that you have a lot of different tables (there could be as many as 1-2 thousand “stocks” with data to pull on a daily basis). And for the second, it’s a near infinite number of tables since you could be pulling data daily indefinitely.

Am I thinking of the problem incorrectly? What might the best approach be for this without having really unwieldy documents? Much thanks and much appreciated!

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Hi @Clement_Wan, I’ve seen a few different Coda docs used for tracking SEO stats (we track our own SEO performance in Coda as well). In short, I would have one table with just the URLs you are tracking (or the stock tickers in your example). Then another table would contain all the daily stats for each URL/stock ticker. Then you could to some interesting reporting on the big table of stats and also pull in the latest “price” into the table with all the stock tickers.

We’ve also created the Ahrefs Pack to pull in stats directly from your Ahrefs account if this happens to be your tool for tracking SEO performance.

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Thank you! I’ll check out the Ahrefs Pack - not currently using Ahrefs but it’s something I’m looking now at as well.

So when you say you would have another table - you mean just one other table or one table for each specific url? e.g. tracking an article targeting “garlic press”, would you create a table for all datapoints like volume + rank or would you create a table for volume and a separate one for rank?

Not sure which is more efficient… or are you saying basically create one massive data table for everything but each line item is by date + url and each data point tracked, then your “portfolio” table is just a “view” of that?

Yup I’d create one massive “stats” table that contains data for each date+URL combo (URL would be duplicated many times in this table). Then a separate summary table where each row is a unique URL which allows you to do see summary stats on each URL once you link it with the main stats table.

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