Connect Wealthsimple to Google Sheets
Connect Wealthsimple to Google Sheets. Track stocks, ETFs, and crypto with automatic CAD-based portfolio values for Canadian investors.
Auto-sync your Wealthsimple 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 Wealthsimple'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 Wealthsimple
- No manual data entry — holdings sync automatically
- Read-only OAuth — cannot execute trades
- Track Wealthsimple 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 Wealthsimple account to Google Sheets?
Yes. InvestSheet connects Wealthsimple to Google Sheets via secure OAuth. Your holdings, positions, and values sync automatically — no manual data entry required. Supports Canada-based accounts with local currency.
Is it safe to link Wealthsimple to Google Sheets?
Yes. InvestSheet uses official Wealthsimple OAuth — you log in through Wealthsimple'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 Wealthsimple 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 Wealthsimple accounts?
Yes. InvestSheet supports multiple accounts at Wealthsimple — 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.