Fillfolio is a portfolio and net worth tracker for people who manage investments and cash across multiple financial accounts. Connect supported brokerages, exchanges, blockchain wallets and, on eligible plans, bank and credit-card accounts. Bring stocks, ETFs, funds, crypto, currencies, cash and liabilities into one source-aware portfolio view.

Use the Fillfolio add-on for Google Sheets™ to create and refresh structured portfolio tabs in the active spreadsheet. Depending on the data available in your account, managed reports can include:

• Net worth summary
• Investment holdings
• Cash and liability balances
• Asset allocation
• Account and source breakdown
• Synchronization history and timestamps

Use the spreadsheet for portfolio analysis, custom formulas, personal reporting, presentations and shared reviews. Masked sync can hide sensitive values when you need to demonstrate or review a portfolio without displaying full amounts. Excel-compatible XLSX exports are also available.

How synchronization works:

• Syncs are started manually by the user.
• Data moves one way from Fillfolio into the active spreadsheet.
• The add-on reads, creates, formats and updates only Fillfolio-managed ranges in that spreadsheet.
• It does not scan other Google Drive™ files.
• It does not send spreadsheet cell contents back to Fillfolio.
• It does not place trades, move money or custody assets.

Connected sources remain visible while their values are combined into one portfolio and net worth record. Track investments across multiple brokerages and exchanges, monitor crypto across supported blockchain wallets, include cash and debt when your plan supports bank synchronization, and review the same organized financial data in the dashboard or Google Sheets™.

Fillfolio also offers a separate authenticated, read-only Model Context Protocol (MCP) integration for compatible AI assistants. MCP lets an authorized user query eligible financial data stored in the user’s Fillfolio account. It is separate from the Google Sheets™ add-on and does not read or transfer spreadsheet cell contents to an AI service. MCP availability, supported data and usage limits depend on the user’s plan and granted permissions.

A paid Fillfolio subscription is required to connect the add-on and synchronize portfolio reports. Available account connections, report data, refresh limits and MCP access vary by plan. Fillfolio is portfolio tracking software and does not provide investment, tax or legal advice.

Google Sheets™ is a trademark of Google LLC. Google Drive™ is a trademark of Google LLC.