InvestSheet
Portfolio tracking in Google Sheets™Portfolio tracking in Google Sheets™
Connect your brokerage accounts and track your investments in real-time. Custom formulas, live prices, no coding required.Connect your brokerage accounts and track your investments in real-time. Custom formulas, live prices, no coding required.
How It Works
01
Install
Add InvestSheet from Google Workspace™ Marketplace
02
Connect
Securely link your brokerage accounts via OAuth
03
Track
Use custom formulas to pull data into your sheets
See It In Action
Try It Live
Hover any cell to see the IVS_BROKERAGE() formula — aggregated rows show how to compose per-account formulas with +
Total Value
$32,697
Positions
5
Accounts
3
Gain/Loss
+$3,316
Data Source
Live brokerage
Simple Formulas
=IVS_BROKERAGE("price", "AAPL")Price of AAPL across all accounts=IVS_BROKERAGE("value", "AAPL")Total value of AAPL holdings=IVS_BROKERAGE("value", "", "Fidelity")Total value in Fidelity accounts=IVS_BROKERAGE("value")Total value of all holdings=IVS_BROKERAGE("qty", "AAPL")Quantity of AAPL shares owned=IVS_BROKERAGE("gainLoss", "AAPL")Gain/loss on AAPL positionSupported Brokerages
FidelityCharles SchwabRobinhoodVanguardTD AmeritradeE*TRADEWebullAlpacaInteractive BrokersAnd more...
Ready to track your portfolio?Ready to track your portfolio?
$9.99/mo • 14 days free trial • 20% off annual