How to Connect Your Robinhood Account to Excel

Track your Robinhood portfolio in Excel! With SheetsFinance for Excel, you can now connect your Robinhood account directly to Microsoft Excel and access all your portfolio data in real-time.

Robinhood has made investing accessible to millions of users with its commission-free trading and user-friendly app. Now you can take your Robinhood investing to the next level by bringing your portfolio data into Excel, where you can build custom analysis, track performance, and create powerful visualizations.

What we'll cover

1. What data you can access from your Robinhood account
2. Step-by-step guide to connecting Robinhood to Excel
3. How to use the SF_BROKERAGE() function to pull your data
4. Example use cases and formulas
5. Privacy and security information

📊 What Robinhood Data Can You Access?

Once connected, SheetsFinance allows you to pull the following data from your Robinhood account directly into Excel:

• Holdings - Current stock and ETF positions including symbol, quantity, cost basis, current value, and unrealized gains/losses
• Transactions - Complete transaction history including buys, sells, dividends, and fees
• Orders - Recent orders and their status (filled, pending, cancelled)
• Balances - Account balance, cash position, and buying power
• Options Positions - Options contracts including strike price, expiration, and P&L (if you have options trading enabled)

🔐 How to Connect Your Robinhood Account to Excel

Prerequisites

Before you begin, make sure you have:

• A SheetsFinance account with an active brokerage subscription
• SheetsFinance installed in Excel (installation guide)
• Your Robinhood account login credentials

💡 Free Trial: New users get a 15-day free trial of the brokerage features, no payment details required!

Step 1: Purchase or Start Your Brokerage Trial

1. Visit the SheetsFinance Pricing Page
2. Select a brokerage plan or start your free trial
3. Complete the checkout process

Step 2: Connect Robinhood on the SheetsFinance Website

1. Log into your SheetsFinance Account Dashboard
2. Navigate to the Brokerage tab
3. Click Connect under "Create New Connection"
4. Search for and select Robinhood from the list of brokers
5. You'll be redirected to Robinhood's secure login page
6. Enter your Robinhood username and password
7. Complete any two-factor authentication (you may receive a code via SMS or email)
8. Authorise SheetsFinance and our brokerage connections provider SnapTrade to access your account data (read-only)

Once connected, you'll see your Robinhood account listed in your Connected Brokerage Accounts section.

Step 3: Set a Nickname for Your Robinhood Account

An account nickname is a custom label you assign to your Robinhood account connection. This nickname is used in Excel formulas to reference your account when pulling data.

SheetsFinance will set a default nickname based on the institution name, in this case, "robinhood". If you have multiple Robinhood accounts then the default nicknames will begin with the institution name, in this case "robinhood", and end with a unique identifier (e.g., "robinhood_1234"). You can keep the default nicknames or customise them to something more descriptive. This does not affect the connection in any way, it's just a label for your reference in Excel.

💡 Tip: If you have multiple Robinhood accounts, use descriptive nicknames like "robinhood_main" and "robinhood_taxable" to keep them organised.

Customise your account nicknames on our website:

1. In the Brokerage tab of your account dashboard, find your Robinhood connection
2. Click Edit Nickname
3. Enter a custom nickname (e.g., "rh", "robinhood_main", etc.)
4. Click Save

You can also customise your account nicknames directly from Excel. All you need to do is:

1. Click the SheetsFinance button in the ribbon menu
2. Open the sidebar and navigate to Brokerage
3. Find your Robinhood account and click the pencil icon to edit the nickname
4. Enter your desired nickname and save

Step 4: Connect to SheetsFinance from Excel

1. Open Microsoft Excel
2. Make sure SheetsFinance is installed and connected to your account
3. Click the SheetsFinance button in the ribbon menu
4. Enter your SheetsFinance Connection ID (found in your account dashboard)
5. Click Connect
6. Once connected navigate to the Brokerage tab in the SheetsFinance sidebar where you'll see your Robinhood account(s) listed

📈 Using the SF_BROKERAGE() Function

Now that your Robinhood account is connected and SheetsFinance is installed, you can start pulling data into Excel using the SF_BROKERAGE() function.

📚 Jump to the docs: For all the detail on how to use the SF_BROKERAGE() function head to our docs

⏰ Real-time Data: Our Robinhood integration provides real-time data. To pull in the latest information run 'Refresh Brokerage' from the 'Refresh' ribbon menu in Excel

Basic Syntax

    =SF_BROKERAGE(account_nickname, type, [metrics], [start_date], [end_date], [transaction_types])
    

Example 1: Get Your Current Holdings

To pull all your Robinhood holdings/positions into Excel, use the "holdings" type:

    =SF_BROKERAGE("robinhood", "holdings")
    

This returns a table with all your positions including:

• Symbol
• Security name
• Units
• Average cost per share
• Current price
• Market value
• Unrealized gain/loss
• Unrealized gain/loss percentage
• And more!

🤔 Where are my options positions? These are handled separately under the "optionsPositions" type, keep reading to learn more.

Example 2: Get Specific Holding Metrics

As with all SF functions, you can use the & operator to chain together multiple metrics. This allows you to filter down to exactly that data you're after. For example, to show only symbol, units, and market value you can do the following:

    =SF_BROKERAGE("robinhood", "holdings", "symbol&units&marketValue")
    

Example 3: View Your Transaction History

Access your account transaction history with the "transactions" type:

    =SF_BROKERAGE("robinhood", "transactions")
    

Example 4: Filter Transactions by Date and/or transaction type

The transaction type also supports the optional arguments start_date, end_date and transaction_types for more granular filtering. For example, to see all transactions from 2024:

    =SF_BROKERAGE("robinhood", "transactions", "all", "2024-01-01", "2024-12-31")
    

Or to see only buys and sells from 2024:

    =SF_BROKERAGE("robinhood", "transactions", "all", "2024-01-01", "2024-12-31", "BUYS&SELLS")
    

Example 5: Check Your Account Balances

    =SF_BROKERAGE("robinhood", "balances")
    

This shows your:

• Cash balances (per currency)
• Buying power

Example 6: View Recent Orders

The "orders" type allows you to see your recent orders and their status:

    =SF_BROKERAGE("robinhood", "orders")
    

See your order history including:

• Order type (market, limit, stop, etc.)
• Status (filled, pending, cancelled, etc.)
• Fill price and quantity
• Timestamps
• And more!

Example 7: View Options Positions

Last but not least, you can also access your options positions with the "optionsPositions" type. This is separate from the regular holdings data as options have unique attributes that need to be handled differently. To pull your options positions, use the following formula:

    =SF_BROKERAGE("robinhood", "optionsPositions")
    

This returns detailed options data including:

• Underlying symbol
• Option type (call/put)
• Strike price
• Expiration date
• P&L metrics
• And more!

💡 Practical Use Cases

1. Portfolio Performance Tracker

Create a comprehensive performance dashboard showing:

• Total portfolio value over time
• Daily/weekly/monthly returns
• Top performing stocks
• Worst performing positions
• Portfolio diversity metrics

2. Dividend Income Tracker

Filter your transactions to track dividend income:

• Total dividends received by period
• Dividend income by stock
• Projected annual dividend income
• Dividend yield by position

3. Cost Basis and Gains Tracker

Use holdings data to monitor:

• Total unrealized gains/losses
• Best and worst performers
• Positions approaching long-term capital gains status
• Average cost per share for each position

4. Trading Activity Analysis

Analyze your trading patterns:

• Number of trades per month
• Most frequently traded stocks
• Average hold time
• Trading frequency patterns

5. Asset Allocation Monitor

Create charts showing:

• Portfolio allocation by stock
• Sector exposure
• Stock vs. ETF allocation
• Cash position relative to total portfolio

6. Goal Tracking

Monitor progress toward investment goals:

• Track portfolio growth toward savings targets
• Monitor specific stock position sizes
• Calculate time to reach investment milestones
• Compare actual vs. planned contributions

7. Tax Planning

Prepare for tax season by analyzing:

• Realized gains/losses for the year
• Short-term vs. long-term capital gains
• Dividend income summary
• Wash sale identification

🔒 Privacy & Security

We take the security and privacy of your Robinhood data very seriously. There are two classes of data associated with your brokerage connection:

1. Brokerage Data: This is the data that is pulled in from your brokerage account(s) into Google Sheets and/or Excel.
2. Brokerage Credentials: Randomised tokens that are used to authenticate your brokerage account(s) with SheetsFinance.

SheetsFinance does the following to ensure the security of your data:

1. User data belongs to the user: Your Robinhood brokerage data is your own, we do not touch it without your explicit permission. Only you have access to your brokerage data.
2. No Long-term Brokerage Data Storage: We do not store any of your Robinhood brokerage data in databases on our servers. The only storage medium is temporary caching in-memory whilst actively using the data in Google Sheets and/or Excel, this is to ensure best performance.
3. Encrypted Brokerage Credentials: Your Robinhood brokerage credentials are encrypted, stored securely and regularly rotated. Your brokerage credentials are only valid for the server-to-server connection between SheetsFinance and brokerage providers and are useless outside of this context.
4. Complete Disconnection: If you remove a brokerage connection or your entire brokerage subscription, all brokerage credentials become invalid for future use. Entirely new credentials are generated if you reconnect your Robinhood brokerage account(s).
5. Read-Only Access: SheetsFinance has read-only access to your Robinhood brokerage data. We do not have the ability to execute trades or make any changes to your Robinhood brokerage account(s).

📚 Additional Resources

• Brokerage Documentation - Complete guide to brokerage connections
• SF_BROKERAGE Function Reference - Detailed function documentation
• Supported Brokers - Full list of supported brokerage firms
• Excel Installation Guide - How to install SheetsFinance in Excel

🎯 Get Started Today

Ready to connect your Robinhood account to Excel?

1. Sign up for SheetsFinance (15-day free trial)
2. Start your brokerage trial
3. Connect your Robinhood account
4. Start tracking your portfolio in Excel!

Robinhood makes investing accessible. SheetsFinance makes it powerful. Combine them both to take control of your financial future with sophisticated portfolio analysis right in Excel.

If you have any questions or need assistance, our support team is here to help.

Happy investing! 🚀📊