The 1, 2 3 of getting started

Welcome to SheetsFinance — the spreadsheet add-on that brings real-time prices, historical data, and powerful analysis tools right into Google Sheets and Excel. Whether you are tracking a personal portfolio, building a valuation model, or screening the market for opportunities, you can do it all inside a spreadsheet you already know.

SheetsFinance covers three main areas: a core market data add-on with decades of financial data and built-in tools; a brokerage connection that syncs your holdings, orders, and balances; and deep options research with chains, Greeks, and volatility analytics. You can start with any of them, but most people begin with the market data add-on and build from there.

Get up and running in three steps:

1. Install the add-on for Google Sheets or Microsoft Excel.

2. Connect your account and start your free trial. You can register directly inside Google Sheets, or sign up on the website and paste your Connection ID into the add-on.

3. Run your first formula or copy a pre-built template.

Once you're set up, browse the full function list and read the performance tips to make the most of SheetsFinance.