InvestSheet vs SheetsFinance — Which Google Sheets Portfolio Tracker Wins in 2026
Both are Google Sheets add-ons that connect your brokerage accounts and sync holdings into a spreadsheet. But pricing, brokerage coverage, and automated portfolio tracking features differ more than you would expect. Here is the real breakdown.
Pricing — Which Google Sheets Brokerage Add-on Costs Less
SheetsFinance costs $10.95/month and requires an annual commitment. There is no monthly billing option — you pay $131.40 upfront for the year.
InvestSheet costs $9.99/month with monthly billing available, or $95.88/year ($7.99/mo) on the annual plan — a 27% discount vs SheetsFinance. The annual plan saves you over $35 per year compared to the competitor.
Both products offer a 14-15 day free trial. SheetsFinance does not require a card to start, while InvestSheet requires a payment method upfront. The card requirement reduces abuse but adds a small amount of friction.
| Plan | InvestSheet | SheetsFinance |
|---|---|---|
| Monthly | $9.99 | Not available |
| Annual | $95.88 | $131.40 |
| Monthly equiv. | $7.99 | $10.95 |
Brokerage Coverage
InvestSheet connects to 35+ brokerages including international platforms. SheetsFinance supports approximately 12 US-focused brokerages.
InvestSheet covers Fidelity, Charles Schwab, Robinhood, E*TRADE, Vanguard, Webull, Alpaca, Interactive Brokers, Chase, Wells Fargo, Coinbase, tastytrade, TradeStation, Tradier, Public, Empower, and 20+ more — plus international brokerages like Wealthsimple (Canada), Trading212 (UK/EU), Degiro (EU), eToro (Global), CommSec (Australia), and Zerodha (India).
SheetsFinance covers the major US brokerages but has limited international support. If your brokerage is outside the top 10 US names, InvestSheet is far more likely to support it.
Features at a Glance
| Feature | InvestSheet | SheetsFinance | Winner |
|---|---|---|---|
| Monthly price | $9.99/mo | $10.95/mo (annual only) | InvestSheet |
| Annual priceInvestSheet is 27% cheaper annually | $95.88/yr ($7.99/mo) | $131.40/yr ($10.95/mo) | InvestSheet |
| Free trialSheetsFinance does not require a card for the trial | 14 days | 15 days (no card required) | SheetsFinance |
| Monthly billing option | Yes | No — annual commitment only | InvestSheet |
| Supported brokerages | 35+ including international | 12+ (US-focused) | InvestSheet |
| Custom formulas | IVS_BROKERAGE() with 6 attributes | Custom formula syntax supported | tie |
| Asset price data | Included | Included | tie |
| Multi-account support | Yes — multiple accounts per brokerage | Limited | InvestSheet |
| Auto-refresh on sheet open | Yes | Yes | tie |
| Custom account nicknamesUseful for filtering formulas by account name | Yes | No | InvestSheet |
| Secure OAuth (no passwords stored) | Yes | Yes | tie |
| Read-only access guarantee | Yes — cannot execute trades | Yes | tie |
| Formula builder UI | Interactive dropdowns | Manual typing only | InvestSheet |
Security
Both products use secure OAuth connections — you connect your brokerage through the official login flow. Neither product ever stores your brokerage password.
Both guarantee read-only access. Your brokerage connection cannot be used to execute trades, transfer funds, or modify your account.
InvestSheet encrypts sensitive data at rest using AES-256-GCM encryption. Data is isolated per user, and all communication happens over HTTPS. The platform runs on Vercel infrastructure with rate limiting and circuit breakers for API stability.
What InvestSheet Does Differently
InvestSheet includes a formula builder in the dashboard — interactive dropdowns that construct the correct IVS_BROKERAGE() formula for you. You pick the attribute, optional ticker, and optional brokerage from menus instead of memorizing syntax.
It also supports multiple accounts at the same brokerage — for example, a Roth IRA and a standard brokerage account at Fidelity. You can assign custom nicknames to each account and filter formulas by account name.
The on-sheet-open auto-refresh ensures your holdings data is always current when you open Google Sheets, with a 6-hour cache to balance freshness and API rate limits.
Frequently Asked Questions
Can I connect multiple brokerage accounts to Google Sheets?
Yes. Both InvestSheet and SheetsFinance let you connect multiple brokerage accounts. InvestSheet supports 35+ brokerages and allows multiple accounts at the same brokerage (e.g., a Roth IRA and a taxable account at Fidelity) with custom nicknames for filtering.
Is it safe to connect my brokerage to a Google Sheets add-on?
Yes. Both use secure OAuth — you log in through your brokerage's official website, not through the add-on. Neither product stores your brokerage password. Both guarantee read-only access, meaning no trades can be executed. InvestSheet adds AES-256-GCM encryption for data at rest.
How do Google Sheets investment tracking formulas work?
InvestSheet provides the custom IVS_BROKERAGE() formula. You specify an attribute (value, price, qty, gainLoss, name, costBasis) and optionally filter by ticker or brokerage name. For example, =IVS_BROKERAGE("value") returns your total portfolio value, and =IVS_BROKERAGE("price", "AAPL") returns the current AAPL price across all your connected accounts. Data is cached for 6 hours and auto-refreshes when you open the sheet.
Which brokerages are supported by Google Sheets portfolio trackers?
InvestSheet connects to 35+ brokerages including Fidelity, Charles Schwab, Robinhood, Vanguard, E*TRADE, Webull, Alpaca, Interactive Brokers, Coinbase, Chase, Wells Fargo, tastytrade, and international platforms like Wealthsimple (Canada), Trading212 (UK/EU), Degiro (EU), eToro (Global), and Zerodha (India). SheetsFinance supports approximately 12 US-focused brokerages.
Is there a free Google Sheets portfolio tracker with brokerage sync?
Neither InvestSheet nor SheetsFinance offers a permanent free tier for brokerage syncing. Both provide a 14-15 day free trial. SheetsFinance does not require a card to start; InvestSheet requires a payment method upfront. After the trial, InvestSheet costs $9.99/mo (monthly) or $7.99/mo (annual), while SheetsFinance costs $10.95/mo (annual only). Free Google Sheets templates exist for manual tracking, but they cannot automatically sync your brokerage holdings.
Who Should Choose Which
Choose InvestSheet if:
- You want the lowest annual price ($7.99/mo vs $10.95/mo)
- You prefer monthly billing without an annual commitment
- You hold accounts at brokerages beyond the top 10 US names
- You have multiple accounts at the same brokerage
- You want a formula builder to help you write IVS_BROKERAGE()
- You are an international investor with non-US brokerages
Choose SheetsFinance if:
- You want to try before entering payment details
- You only need coverage for the top 10 US brokerages
- Annual-only billing works for your budget
The Bottom Line
InvestSheet gives you more brokerages, more features, and a lower price. The only trade-off is the card requirement on trial — a small friction for a real subscription commitment. If you are serious about tracking your investments and want the best value, InvestSheet is the clear winner.
Try InvestSheet Free for 14 Days