Brokerage
ConnectGetting started

A clearer view, in your own spreadsheet

Your brokerage data.
Your way of
seeing it.

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

Explore getting started See what you can import

Read-only access. No trading.

Pre-release · Marketplace installation opens after publisher setup and review.

↳From connected accounts
to a clearer pictureSynthetic demo
My portfolio workspaceOrdinary spreadsheet tables
Read only
ST_PositionsSource → table → your analysis
Synthetic positions preview, not an installed Google Sheets capture
account_namesymbolcurrencyunitsprice
Long-termDEMO.AUSD24142.50
Long-termDEMO.BUSD1886.20
EverydayDEMO.CCAD6531.45
Long-termDEMO.DUSD12208.70
ST_AccountsST_PositionsMy analysis+
✓Made for your next question

Filter, pivot, chart. The cells are yours.

01 — 06
DATASETS

Illustrative product preview with synthetic data.
No brokerage connection or live Google Sheets session is shown.

01

A connection you control

Authorize access through SnapTrade. Keep brokerage passwords with your brokerage and SnapTrade.

02

Useful, ordinary tables

Stable columns, currency-aware data, and exact decimal source values when precision matters.

03

Refresh when you choose

Bring in the data available from SnapTrade. Keep your analysis separate from managed source ranges.

Six tables. Countless ways to use them.

Start with the data.
Make it your own.

Explore the column reference →
01

Accounts

Know what is connected. Names, institutions, and source metadata.

02

Positions

Stocks, options, and other instruments, with their details intact.

03

Activities

Reconcile a chosen window of trades, deposits, fees, and dividends.

04

Balances

Keep cash and buying power distinct, in each source currency.

05

Orders

Read recent order activity with state and lookback filters.

06

Balance 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. 1

    Connect through SnapTrade

    Grant read access using a secure authorization window.

  2. 2

    Choose your accounts and tables

    Preview columns and rows before anything replaces a managed table.

  3. 3

    Build your own view

    Use native Sheets formulas, filters, pivots, and charts in your analysis tabs.

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.