InvestSheet is a Google Sheets™ add-on that syncs your brokerage account holdings directly into your spreadsheets. Build custom investment dashboards, track portfolio performance, and aggregate holdings across multiple accounts—all using familiar spreadsheet formulas.

WHAT INVESTSHEET DOES

InvestSheet connects your brokerage accounts to Google Sheets™, allowing you to:

• Aggregate holdings across multiple brokerages – View positions from Fidelity, Charles Schwab, Robinhood, Vanguard, E*TRADE, Webull, and 35+ other brokerages in one place
• Pull live position data into cells – Use custom formulas to retrieve quantities, current prices, market values, cost basis, and gain/loss for any holding
• Build custom dashboards – Create personalized tracking sheets with charts, conditional formatting, and calculations using your actual investment data
• Refresh data on demand – Sync your latest holdings with a single click, then formulas update automatically

SUPPORTED BROKERAGES

InvestSheet works with 35+ brokerages worldwide through a secure connection.

US Brokerages: Fidelity, Charles Schwab, Robinhood, E*TRADE, Webull, Chase, Wells Fargo, Vanguard, Interactive Brokers, Coinbase, Alpaca, tastytrade, TradeStation, Tradier, Public, Empower

International Brokerages: Wealthsimple (Canada), Questrade (Canada), Trading212 (UK, EU), Degiro (EU), eToro (Global), Kraken (Global), Binance (Global), CommSec (Australia), Upstox (India), Zerodha (India)

CUSTOM FORMULA: IVS_BROKERAGE()

The add-on provides a custom function that retrieves your holdings data.

Syntax: IVS_BROKERAGE(attribute, [ticker], [brokerage], [account])

attribute
The data attribute to retrieve: qty, value, price, name, costBasis, gainLoss.

ticker - [optional]
The ticker symbol for the security to consider. Required if attribute is qty, price, or name.

brokerage - [optional]
Filter by brokerage name (e.g., Fidelity).

account - [optional]
Filter by account nickname.

Formula Examples:

=IVS_BROKERAGE("price", "AAPL")
Returns the current price of Apple stock.

=IVS_BROKERAGE("qty", "AAPL")
Returns total shares of Apple held.

=IVS_BROKERAGE("value")
Returns total portfolio value across all holdings.

=IVS_BROKERAGE("value", "", "Fidelity")
Returns total value in Fidelity accounts.

=IVS_BROKERAGE("value", A1)
Dynamic formula using cell reference (A1 contains ticker).

HOW TO USE INVESTSHEET

Step 1: Install the Add-on
1. Open Google Sheets™
2. Go to Extensions → Add-ons → Get add-ons
3. Search for "InvestSheet" and click Install
4. Accept the permissions to connect your Google™ account

Step 2: Link Your Sheet and Connect Brokerages
1. After installation, go to Extensions → InvestSheet → Settings
2. Click "Open Settings" to open the web dashboard
3. Sign in with your Google™ account
4. Click "Link Sheet" to connect this spreadsheet to your account
5. Click "Add Brokerage" and select your brokerage from the list
6. Log in with your brokerage credentials (handled securely through SnapTrade)
7. Repeat for each brokerage you want to connect

Step 3: Build Your Dashboard
1. Once connected, go to Extensions → InvestSheet → Refresh to sync your holdings
2. Start typing formulas like =IVS_BROKERAGE("price", "AAPL") in any cell
3. Add charts, conditional formatting, and calculations using the formula results
4. Click Refresh periodically to update your data

Step 4: Manage Your Accounts
1. Use the web dashboard to view all connected accounts
2. Rename accounts with custom nicknames for easier formula filtering
3. Disconnect brokerages anytime from the account management panel

AUTOMATIC DATA SYNC

InvestSheet automatically syncs your holdings when you open your spreadsheet:
• On spreadsheet open, data is fetched and cached automatically
• Custom formulas read from cache for instant results
• Manual refresh available anytime via Extensions → InvestSheet → Refresh
• Data stays cached for up to 6 hours

FEATURES

• Instant formula results – Formulas read from cached data for fast spreadsheet performance
• Auto-sync on open – Data automatically refreshes when you open your spreadsheet
• Secure credential handling – Your brokerage login is processed through SnapTrade, a secure third-party service; InvestSheet never stores your brokerage password
• Multi-account support – Connect multiple accounts at the same brokerage (e.g., a Roth IRA and a standard brokerage account)
• Custom account names – Rename accounts with nicknames that appear in your formula filters
• Formula builder – Web dashboard includes a formula builder to help you construct formulas
• Read-only access – InvestSheet only reads your holdings data; it cannot execute trades or modify your accounts

PRICING

InvestSheet offers a subscription for ongoing access:
• Monthly: $9.99/month – Unlimited brokerage connections, full formula access, data syncing
• Annual: $95.88/year (20% savings) – Same features with discounted annual pricing

A 14-day free trial is available with a payment method required upfront.

SECURITY & PRIVACY

• Bank-level encryption – Account numbers and sensitive data are encrypted with AES-256
• OAuth authentication – Connect brokerages using official OAuth flows; no password sharing
• Read-only access – InvestSheet only reads your holdings data; it cannot execute trades or modify your accounts
• Data isolation – Each user's data is stored separately with row-level access controls
• Google™ ID token authentication – Apps Script uses your Google™ identity to securely access your data
• Privacy policy – See our privacy policy at https://www.runedance.net/investsheet/privacy

SUPPORT

For help with InvestSheet:
• Email: investsheet@runedance.net
• Website: https://www.runedance.net/investsheet

REQUIREMENTS

• A Google™ account
• One or more brokerage accounts at a supported institution
• Google Sheets™ (works in both personal and Google Workspace™ accounts)