SheetsFinance Docs
Brokerage

Value history

šŸšØ Important: If you haven't yet connected your brokerage accounts via SheetsFinance then you won't have access to this function, please refer to the Brokerage docs page to get started.

Pull in a daily estimate of your brokerage account's total value with the SF_BROKERAGE() function and the "valueHistory" type. The output has one row per date, and history goes back up to one year.

=SF_BROKERAGE(account, "valueHistory", metrics, startDate, endDate, "", options)

  • account is the nickname of the brokerage account connection you want to pull data from. You can find the nickname of your connected brokerage accounts from the Brokerage Sidebar in Google Sheets (Extensions > SheetsFinance > Brokerage). You can set custom nicknames for your brokerage accounts, see Set brokerage account nicknames for more information.

  • type is the type of data you want to pull in, in this case "valueHistory".

  • metrics selects what data you want to pull in. You can leave this blank or set it to "all" to output ALL available metrics. See the full list of available metrics below.

  • startDate and endDate [OPTIONAL] limit the value history to a date range. Both must be in the format YYYY-MM-DD and are inclusive. Leave one blank to leave that end of the range open, and leave both blank to return all available history. The start date cannot be later than the end date.

  • options adjusts the formatting and ordering of the output. The available options are:

    • "NH" - No header row.

    • "ob=<metric>" - Order the output by a specific metric.

    • "-" - Reverse the output order. This is especially useful when combined with ob.

Value history is a daily estimate of the total account value, returned newest date first by default. Availability depends on the account, and history goes back up to one year. If value history is not available for an account, the function reports "Account value history isn't available for this account yet." If there is no history for the selected dates, the message includes the note "Account value history goes back up to 1 year."

Metrics

  • "all" - All available value history data.

  • "date" - The date of the value.

  • "totalValue" - The estimated total account value for that date.

  • "currency" - The currency of the account value.

Examples

šŸ¤“ Reminder for the below examples:"alpaca" is the nickname of our example brokerage account, you will need to replace this with the nickname of your own brokerage account.

Example 1: Pulling in all available value history for an account

=SF_BROKERAGE("alpaca", "valueHistory")

Example 2: Pulling in value history for a date range

=SF_BROKERAGE("alpaca", "valueHistory", "all", "2026-01-01", "2026-03-31")
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