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InvestSheet

InvestSheet

Bring your brokerage holdings into Google Sheets

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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.

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