Simple, transparent pricing
14-day free trial on all plans. No hidden fees, no surprises. Cancel anytime.
Monthly
- 14-day free trial
- 35+ supported brokerages
- Unlimited accounts
- Custom IVS_BROKERAGE() formulas
- Auto-refresh on sheet open
- Formula builder with dropdowns
- Multi-account support
- Account nicknames
- Read-only OAuth security
- AES-256-GCM encryption
- Email support
- Cancel anytime
Annual
Save 20% ($35.88/year)
- 14-day free trial
- 35+ supported brokerages
- Unlimited accounts
- Custom IVS_BROKERAGE() formulas
- Auto-refresh on sheet open
- Formula builder with dropdowns
- Multi-account support
- Account nicknames
- Read-only OAuth security
- AES-256-GCM encryption
- Priority support
- Billed $95.88 once per year
Compare vs SheetsFinance
| Plan | InvestSheet | SheetsFinance |
|---|---|---|
| Monthly | $9.99 | Not available |
| Annual (monthly equiv.) | $7.99 | $10.95 |
| Annual (billed) | $95.88 | $131.40 |
| Annual savings | Save $35.52/year | — |
Frequently Asked Questions
Is there a free trial?
Yes. Both plans include a 14-day free trial so you can connect your brokerages and test the formulas before being charged.
Can I cancel anytime?
Yes. Monthly plans can be cancelled at any time. Annual plans are billed once per year and can be cancelled to prevent auto-renewal.
Is there a free plan?
InvestSheet does not offer a permanent free plan for brokerage syncing. The 14-day trial gives you full access to test all features. Free Google Sheets templates exist for manual tracking but cannot automatically sync brokerage holdings.
What payment methods are accepted?
Payments are processed through Google Workspace Marketplace. All major credit and debit cards are accepted. Enterprise invoicing is available on request.
Can I switch between monthly and annual?
Yes. You can switch plans at any time through your Google Workspace Marketplace subscription management.