Launching today
InvestSheet
Bring your brokerage holdings into Google Sheets
2 followers
Bring your brokerage holdings into Google Sheets
2 followers
Keep your own portfolio spreadsheet. InvestSheet brings supported connected brokerage holdings into Google Sheets with custom formulas for quantities, values, cost basis and gain/loss. Combine accounts, filter by ticker or account nickname, and build your own dashboard. Formulas use cached holdings; freshness varies by connection. Subscription required for ongoing syncing.
Free Options
Launch tags:Investing
Launch Team
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We're sharing InvestSheet for people who already maintain an investment spreadsheet and want to reduce repeated entry of brokerage holdings. The IVS_BROKERAGE function brings connected holdings into your own layout, with filters for ticker, brokerage and account nickname. Formulas read cached data; refresh from the add-on menu. Supported connections and data freshness vary, and ongoing syncing is a subscription service. We'd love to hear which spreadsheet workflows you want to simplify. The gallery uses clearly labeled example data.