A clearer view, in your own spreadsheet
Your brokerage data.
In Google Sheets.
Bring your accounts, positions, and activity into Google Sheets™. Build the views that make sense to you—with the formulas you already know. Powered by SnapTrade Personal
Free add-on. Read-only access. Manual refresh.
to a clearer pictureSynthetic demo
| account_name | symbol | currency | units | price |
|---|---|---|---|---|
| Long-term | DEMO.A | USD | 24 | 142.50 |
| Long-term | DEMO.B | USD | 18 | 86.20 |
| Everyday | DEMO.C | CAD | 65 | 31.45 |
| Long-term | DEMO.D | USD | 12 | 208.70 |
Filter, pivot, chart. The cells are yours.
DATASETS
Illustrative product preview with synthetic data.
No brokerage connection or live Google Sheets™ session is shown.
A connection you control
Authorize access through SnapTrade. Keep brokerage passwords with your brokerage and SnapTrade.
Useful, ordinary tables
Stable columns, currency-aware data, and exact decimal source values when precision matters.
Refresh when you choose
Bring in the data available from SnapTrade. Keep your analysis separate from managed source ranges.
Start with the accounts you already have
Your brokerage.
Your spreadsheet.
Find connection steps for your brokerage, see what you can import, and bring available accounts together through SnapTrade Personal.
Fidelity
Import Fidelity to Google Sheets
Sign in on FidelityWealthsimple
Import Wealthsimple to Google Sheets
Connect in SnapTrade’s portalCharles Schwab
Import Schwab to Google Sheets
Sign in on SchwabRobinhood
Import Robinhood to Google Sheets
Sign in on RobinhoodQuestrade
Import Questrade to Google Sheets
Sign in on QuestradeInteractive Brokers (IBKR)
Import IBKR to Google Sheets
IBKR Query ID and TokenWebull
Import Webull to Google Sheets
Sign in on WebullE*TRADE
Import E*TRADE to Google Sheets
Sign in on E*TRADESix tables. Countless ways to use them.
Start with the data.
Make it your own.
Explore the column reference →Accounts
Know what is connected. Names, institutions, and source metadata.
02Positions
Stocks, options, and other instruments, with their details intact.
03Activities
Reconcile a chosen window of trades, deposits, fees, and dividends.
04Balances
Keep cash and buying power distinct, in each source currency.
05Orders
Read recent order activity with state and lookback filters.
06Balance history Optional beta
Explore estimated account values when the experimental feature is available.
A familiar place to begin
Connect once.
Keep exploring.
Use your existing SnapTrade Personal account. Choose what to import, review a preview, and bring it into the spreadsheet you have open.
Walk through setup →- 1
Connect through SnapTrade
Grant read access using a secure authorization window.
- 2
Choose your accounts and tables
Preview columns and rows before anything replaces a managed table.
- 3
Build your own view
Use native Sheets formulas, filters, pivots, and charts in your analysis tabs.
Build something you will come back to
A portfolio tracker.
A dividend view. Your next idea.
Build a portfolio tracker in Google Sheets
Bring multiple accounts into one workbook, keep currencies separate, and build a holdings view you can refresh.
GUIDE 02Track dividend income in Google Sheets
Use actual imported dividend activity, a chosen date window, and a copyable formula to summarize income by currency.
GUIDE 03Import brokerage transactions into Google Sheets
Create a repeatable transaction import with date filters, stable columns, and a clear distinction between activity and orders.
Less copying. More understanding.
A little more clarity.
A lot more room to work.
Get to know Brokerage Connect ↗Broker coverage and data freshness depend on SnapTrade and the connected institution.