Connect Fidelity to Google Sheets
Connect your Fidelity accounts to Google Sheets. Auto-sync stocks, ETFs, mutual funds, and retirement accounts (IRA, 401k) with real-time values.
Auto-sync your Fidelity holdings into a Google Sheet with InvestSheet. 14-day free trial, $9.99/mo or $7.99/mo annual.
Install InvestSheetHow It Works
Install InvestSheet
Add from Google Workspace Marketplace in one click.
Connect via OAuth
Log in through Fidelity's official website — secure and read-only.
Use formulas
Pull live holdings into any cell with =IVS_BROKERAGE().
Available Formulas
=IVS_BROKERAGE("value")=IVS_BROKERAGE("price", "AAPL")=IVS_BROKERAGE("qty", "AAPL")=IVS_BROKERAGE("gainLoss", "AAPL")=IVS_BROKERAGE("name")Why Use InvestSheet with Fidelity
- No manual data entry — holdings sync automatically
- Read-only OAuth — cannot execute trades
- Track Fidelity alongside other brokerages in one sheet
- Custom formulas for price, quantity, gain/loss, and value
- Works with multi-account setups (IRA + taxable at same brokerage)
- 6-hour cache with auto-refresh on sheet open
Frequently Asked Questions
Can I connect my Fidelity account to Google Sheets?
Yes. InvestSheet connects Fidelity to Google Sheets via secure OAuth. Your holdings, positions, and values sync automatically — no manual data entry required.
Is it safe to link Fidelity to Google Sheets?
Yes. InvestSheet uses official Fidelity OAuth — you log in through Fidelity's website, not through the add-on. Your password is never stored. All connections are read-only; no trades can be executed. Data is encrypted at rest with AES-256-GCM.
What Fidelity data syncs to Google Sheets?
InvestSheet syncs your holdings with ticker, quantity, current price, total value, cost basis, and gain/loss. Use =IVS_BROKERAGE("value") for total portfolio value or =IVS_BROKERAGE("gainLoss", "AAPL") for position P&L.
Can I connect multiple Fidelity accounts?
Yes. InvestSheet supports multiple accounts at Fidelity — for example, a Roth IRA and a standard brokerage. Assign custom nicknames to each and filter formulas by account name.
How much does InvestSheet cost?
$9.99/month (monthly billing) or $7.99/month on the annual plan ($95.88/year). 14-day free trial. Cancel anytime.