How to Connect Your Brokerage Accounts to Google Sheets

SheetsFinance has introduced a powerful new feature: Brokerage Connections. This allows you to securely link your brokerage accounts directly to Google Sheets so you can view your holdings, transactions, orders, options, balances, and more — all without leaving your spreadsheet.

Gone are the days of logging into multiple brokerage platforms or exporting CSV files. With SheetsFinance, your portfolio data flows into Google Sheets, giving you full control and flexibility. There is no limit to the number of brokerage accounts you can connect, allowing you to consolidate your entire investment portfolio in one place no matter how many brokers you use.

What we'll cover

1. How to securely connect your brokerage accounts
2. Supported brokers and available data
3. How to access your data such as your holdings, transactions, orders, options, and balances
4. Our commitment to privacy and security
   
   

🔐 How to connect your brokerage accounts

Connecting your brokerage account is easy:

1. Create a SheetsFinance account and install our Google Sheets extension.
2. Start your 15-day free brokerage trial from the brokerage pricing page to unlock the brokerage features. No payment details are required to trial.
3. Open your brokerage settings and click Connect under Create New Connection.
4. Follow the prompts selecting your broker and entering your login credentials. SheetsFinance partners with SnapTrade to securely connect to your brokerage accounts.
5. Once connected, head back to Google Sheets and open the Brokerage sidebar (Extensions > SheetsFinance > Brokerage) and click Enable brokerage for this document.
6. That's it! You can now use all our brokerage functions to pull your data directly into your spreadsheet - more on that below!

💡 Further reading: For more detailed information check out our Brokerage docs page.

🤝 Supported Brokers

SheetsFinance supports a growing list of brokers including:

• Binance
• Coinbase
• Interactive Brokers
• E*Trade
• Fidelity
• Robinhood
• Schwab
• Vanguard US
• Upstox
• Webull
• Wealthsimple
• And many more!

Some brokers support full data access (holdings, transactions, orders, options, balances), while others may be limited to certain data types (e.g., holdings only). Search through all our supported brokers in the table below to see what data is available for each, further reading in the docs.

📊 How to pull in your brokerage data

Once connected, you can now use the powerful =SF_BROKERAGE() function to pull in your brokerage data directly into Google Sheets. Here’s a quick overview of how to use it. Don't forget we have a detailed documentation page for each function with examples and explanations.

Holdings

Access your current portfolio by entering the brokerage account nickname and the data type "holdings":

    =SF_BROKERAGE("alpaca", "holdings")
    

From there you can filter your data however you'd like using the & operator. For example, if you'd only like to see the symbol and market value then you can use:

    =SF_BROKERAGE("alpaca", "holdings", "symbol&marketValue")
    

Orders

Pull in all your recent orders and their statuses using the "orders" data type:

    =SF_BROKERAGE("alpaca", "orders")
    

All the same filtering options apply here as well.

For more details on how to use the brokerage orders function, check out our Brokerage Orders documentation.

Transactions

View your transaction history, including buys, sells, dividends, fees and other line items with the "transactions" data type:

    =SF_BROKERAGE("alpaca", "transactions")
    

You can get fancy with the transactions function, for example you can filter your transactions by date range and transaction type. Here’s how to pull all buys and sells from January 1, 2025 to June 14, 2025:

    =SF_BROKERAGE("alpaca", "transactions", "all", "2025-01-01","2025-06-14", "buys&sells")
    

For more details on how to use the brokerage transactions function, check out our Brokerage Transactions documentation.

Balances

Check your account balances, and buying power, using the "balances" data type:

    =SF_BROKERAGE("alpaca", "balances")
    

Options

Last but certainly not least, you can also pull in your options data using the "options" data type. This will return all your current options positions, including details like strike price, expiration date, and more:

    =SF_BROKERAGE("alpaca", "options")
    

🔒 Privacy & security

Your security is our top priority:

• ✅ All connections are read-only — no ability to action trades or make changes to your brokerage accounts are granted.
• ✅ We use encrypted connections and follow strict security protocols.
• ✅ No sensitive login information is stored by SheetsFinance.
• ✅ Your data is pulled directly from your brokerage account via our brokerage partner SnapTrade. None of your brokerage data is stored persistently on our servers or in any connected databases.
• ✅ Your data is only accessible to you and is never shared with third parties.

For more details, see Privacy and Security in our Brokerage documentation. And if you have any questions or concerns, please reach out to our support team.

Conclusion

So there you have it! With SheetsFinance's Brokerage Connections, you can now seamlessly integrate your brokerage accounts into Google Sheets, giving you unparalleled control over your investment data. Whether you're tracking your portfolio, analyzing trades, or simply keeping an eye on your balances, everything is just a formula away.

We hope you find this feature as exciting as we do. If you have any questions or feedback, please don't hesitate to reach out to our support team.

Happy investing!