Trades to Sheets is a powerful spreadsheet integration designed to bridge the gap between your trading data and your personal workbooks. Whether you are looking for portfolio tracking or complex options analysis, our custom functions bring your records directly into your workspace.

Key Features for Members
Log in as a Trades to Sheets member to enjoy seamless, automated synchronization of your trade records. Use our specialized functions to build dynamic dashboards:

Total Position Counts: Instantly return the total count of summary-level positions held in your cached reports.

Detailed Data Retrieval: Pull specific summary-level data for any list of symbols automatically.

Options & Coverage Analysis: Generate comprehensive tables pairing stock positions with related options, including automatic calculations for coverage ratios and cash requirements.

...and more

Experience Mode (Non-Members)
Not a member yet? You can still utilize the full analytical power of this tool via Experience Mode:

Manual Flex Query Updates: Manually uploads Flex Query file and start using our custom functions.

Full Functionality: Access every custom function provided by the Add-on to organize and analyze your data, even without a direct account sync.

Upgrade Your Edge: Trade Data Meets Spreadsheets!