InvestSheet
Portfolio tracking in Google Sheets
Connect your brokerage accounts and track your investments in real-time. Custom formulas, live prices, no coding required.
Coming SoonView Pricing
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
Simple Formulas
=IVS_BROKERAGE("symbol=AAPL&field=price")Price of AAPL across all accounts=IVS_BROKERAGE("brokerage=Fidelity&field=value")Total value in Fidelity accounts=IVS_BROKERAGE("field=value")Total value of all holdings=IVS_BROKERAGE("symbol=$CASH&field=value")Cash balance across all accountsSupported Brokerages
FidelityCharles SchwabRobinhoodVanguardTD AmeritradeE*TRADEWebullAlpacaInteractive BrokersAnd more...
Ready to track your portfolio?
$9.99/mo • 14 days free trial • 20% off annual