Connect HSBC Invest to Google Sheets
Connect HSBC investment accounts to Google Sheets. Track your global portfolio with multi-currency support and automated data refresh.
Auto-sync your HSBC Invest 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 HSBC Invest'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 HSBC Invest
- No manual data entry — holdings sync automatically
- Read-only OAuth — cannot execute trades
- Track HSBC Invest 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 HSBC Invest account to Google Sheets?
Yes. InvestSheet connects HSBC Invest to Google Sheets via secure OAuth. Your holdings, positions, and values sync automatically — no manual data entry required. Supports Global-based accounts with local currency.
Is it safe to link HSBC Invest to Google Sheets?
Yes. InvestSheet uses official HSBC Invest OAuth — you log in through HSBC Invest'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 HSBC Invest 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 HSBC Invest accounts?
Yes. InvestSheet supports multiple accounts at HSBC Invest — 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.