Your brokerage accounts, live in your spreadsheet
Securely connect unlimited brokerage accounts and sync holdings, balances, orders and full transaction history. No manual entry—just up-to-date portfolio data over a secure, read-only connection.
Works with major brokers
How it works
Connect once, sync seamlessly
Link your brokerage accounts in minutes through a secure, read-only connection. From then on your spreadsheet stays in sync with your accounts - no exports, no copy-paste.
- 1
Connect your broker
Authorize a secure, read-only connection through our brokerage connection partner. OAuth is used where supported, and your login credentials are never shared with SheetsFinance.
- 2
Accounts sync automatically
Holdings, balances, orders and transaction history sync from your broker - refresh your sheet and the latest data is there.
- 3
Pull data with one formula
Use =SF_BROKERAGE() — or let the function builder generate it for you — to display holdings, balances, transactions, orders and options positions anywhere in your sheet.
Read-only access
Connections can never place trades or move money. SheetsFinance only reads your account data.
Encrypted credentials
Credentials are encrypted and regularly rotated. Disconnecting invalidates them completely.
No long-term storage
We don't retain your brokerage data. It's pulled on demand and discarded after use — not stored in any database.
Per-sheet access control
You choose which spreadsheets can see account data. In Google Sheets, tick the Brokerage checkbox on each sheet you want enabled; in Excel it works immediately.
What's included
Everything from your brokerage accounts
All your investing activity consolidated in one place — no more manual updates or data entry.
Supported brokerages
Find your broker
Connect the accounts you already use, then bring holdings, balances, orders and transaction history into Google Sheets or Excel.
Book a 20-minute live demo and we'll connect an account and build a live portfolio tracker with you.
Testimonials
What our community is saying
“Sheets Finance is an incredibly powerful tool. It pulls data seamlessly from SEC filings, ensuring the data is robust and reliable. The institutional-grade mnemonics make navigating and accessing key data points effortless. What really stands out is its high utility — it saves a ton of time, covers a wide range of stocks, and offers great flexibility with customizable options. For anyone serious about financial analysis, this tool is a game changer. Highly recommend”
“Very, very helpful tool. I'm impressed by the consistancy in shape, size, and accuracy of returned data from spreadsheet-driven queries. The creators are also very responsive and helpful if there are any issues.”
“SheetsFinance is probably the best Excel add-in one can find for markets data. Democratizes access to pro tools with excellent coverage breadth that continues to grow. Customer support is helpful and responsive. Solid documentation too. Lastly, the pace of product improvement in terms of features or new data coverage is excellent. This vastly improves the value one gets out of the subscription. Can't recommend this enough.”
“Great! Simple and effective. Going to use this in all of my investing and trading spreadsheets.”
“Gives you all the finance items that google finance doesn't have. At this price, its a steal! If you do any stock analysis using google sheets, Just get it.”
“This is by far the most impressive tool I've used to do stock analysis as a retail investor. I've spend 100s of hours using dozens of online tools. They all have some sort of benefit, but I've always come back to the idea that it would be much better if I could just access the raw data and then chop it up however I need to to uncover insights about the companies. I finally found a means to do that, and imo it is done in the smartest way possible. Genuinely this is a massive value and an incredibly powerful implementation of what I've been hoping for for so long. Incredible work! Thank you.”
“Outstanding”
FAQs
Frequently asked questions