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InvestSheet screenshot showing portfolio tracking in Google Sheets™

InvestSheet logoInvestSheet

Portfolio tracking in Google Sheets™

Connect your brokerage accounts and track your investments in real-time. Custom formulas, live prices, no coding required.

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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
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 position
Supported Brokerages
FidelityCharles SchwabRobinhoodVanguardTD AmeritradeE*TRADEWebullAlpacaInteractive BrokersAnd more...

Ready to track your portfolio?

$9.99/mo • 14 days free trial • 20% off annual

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