tradeGIST Add-on for Google Sheets™

Most portfolio trackers just tell you if you're up or down. tradeGIST tells you why.

tradeGIST is a powerful portfolio analysis and tracking Add-on designed exclusively for Google Sheets™. Seamlessly manage your diversified portfolio of equities, cryptocurrencies, and options—all in one unified spreadsheet. Stop fighting with complex formulas and manual calculations; let our automated engine uncover your winning patterns and identify the habits costing you money.

🌟 Key Features
Whether you're a casual investor or managing a highly active portfolio, tradeGIST turns your spreadsheet into an institutional-grade investment hub:

Forensic Trade Matching: Automatically utilizes FIFO (First-In-First-Out) or LIFO (Last-In-First-Out) logic to pair buys and sells. Know exactly which shares were sold from hundreds of historical positions with absolute precision.
True P&L & ROI: Track realized and unrealized profits, with aggregated summaries by asset for quick performance overviews.
Multi-Currency & FX Impact: Set a base currency and trade assets in any foreign currency. tradeGIST automatically factors in historical exchange rate fluctuations so you can see the real-world FX impact on your ROI.
Automated Tax Computations: Configure localized short-term and long-term capital gains tax rates to easily estimate your tax liabilities before you close positions.
Live Price Fetching: Native integration with Google Finance™ for stocks, CoinMarketCap API for crypto, and Massive.com API for options—ensuring up-to-date valuations without leaving your sheet.
Insightful Dashboards: Automatically generate visual charts, deep-dive reports, and daily portfolio snapshots.
Privacy-First Workflow: Your financial data is never stored on our servers. Everything processes locally inside your Google Sheet™. API access is used strictly for price fetching.

🚀 Quick Setup Guide
tradeGIST is designed to be beautifully simple. You only interact with two user input sheets—the Add-on generates the rest!

1. Get the Official Template: tradeGIST requires our pre-structured Google Sheets™ template to function. Grab your free license and template link here: https://thetradegist.com
2. Install the Add-on: Make a copy of the template to your Google Drive™, then install and enable the tradeGIST Add-on via the "Extensions" menu.
3. Configure Basics: Use the 'Configuration' sheet to list your assets, set your accounting method, and add API keys for live crypto/options pricing.
4. Log Transactions: Enter your buys, sells, deposits, and withdrawals into the 'Transactions' sheet.
5. Run the Magic: Use the Extensions menu to generate trades and fetch prices. Watch as the add-on automatically processes the complex math to build your Trades, Summary, and Dashboard sheets!

(Note: For optimal performance, always operate within the provided template. Manual edits to generated report sheets will be overwritten during updates to ensure total accuracy.)

Ready to track smarter? Install tradeGIST today and take absolute control of your investments. For documentation, FAQs, and support, visit https://thetradegist.com/docs.