InvestSheet vs SheetsFinance — Full Feature Comparison
Compare the two leading Google Sheets add-ons for brokerage portfolio tracking. Detailed breakdown of pricing, brokerage coverage, features, and security.
TL;DR Summary
InvestSheet wins on price ($7.99/mo annual vs $10.95/mo), brokerage coverage (35+ vs 12+), and includes a formula builder with monthly billing flexibility. SheetsFinance offers a no-card trial but requires annual commitment.
Pricing Comparison
InvestSheet costs $9.99/month with monthly billing, or $95.88/year ($7.99/mo) on annual. SheetsFinance costs $10.95/month and requires an annual commitment — $131.40 upfront. InvestSheet saves you over $35/year.
| Plan | InvestSheet | SheetsFinance |
|---|---|---|
| Monthly | $9.99 | Not available |
| Annual | $95.88 | $131.40 |
| Monthly equivalent | $7.99 | $10.95 |
Feature Comparison Table
| Feature | InvestSheet | SheetsFinance | Winner |
|---|---|---|---|
| Monthly price | $9.99/mo | $10.95/mo (annual only) | InvestSheet |
| Annual price27% cheaper annually | $95.88/yr ($7.99/mo) | $131.40/yr ($10.95/mo) | InvestSheet |
| Free trial | 14 days | 15 days (no card required) | SheetsFinance |
| Monthly billing | Yes | No — annual only | InvestSheet |
| Brokerages supported | 35+ including international | 12+ (US-focused) | InvestSheet |
| Custom formulas | IVS_BROKERAGE() with 6 attributes | Custom formula syntax | tie |
| Multi-account support | Multiple accounts per brokerage | Limited | InvestSheet |
| Account nicknamesFilter formulas by account name | Yes | No | InvestSheet |
| Formula builder UI | Interactive dropdowns | Manual typing only | InvestSheet |
| Auto-refresh | Yes — on sheet open | Yes | tie |
| Read-only access | Yes — no trades possible | Yes | tie |
| OAuth security | Yes — no password stored | Yes | tie |
| Encryption at rest | AES-256-GCM | Not specified | InvestSheet |
Brokerage Coverage
InvestSheet connects to 35+ brokerages worldwide — Fidelity, Schwab, Robinhood, Vanguard, E*TRADE, Webull, Alpaca, Interactive Brokers, Coinbase, Chase, Wells Fargo, and international platforms including Wealthsimple (Canada), Trading 212 (UK/EU), Degiro (EU), eToro (Global), Zerodha (India), and CommSec (Australia).
SheetsFinance supports approximately 12 US-focused brokerages with limited international coverage. If you trade outside the top US names, InvestSheet is significantly more likely to support your platform.
Security
Both use secure OAuth— you authenticate through your brokerage's official login. Neither stores your password. Both guarantee read-only access (no trades possible). InvestSheet adds AES-256-GCM encryption for data at rest with per-user data isolation.
Who Should Choose Which
Choose InvestSheet
- Lowest annual price ($7.99/mo)
- Monthly billing without commitment
- 35+ brokerages including international
- Multiple accounts per brokerage
- Formula builder with dropdowns
- AES-256-GCM encryption
Choose SheetsFinance
- No-card trial signup
- Top 10 US brokerages sufficient
- Annual-only billing works for you
Ready to try InvestSheet?
14-day free trial. $9.99/mo or $7.99/mo annual. Cancel anytime.
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