Your accounts. One familiar workspace.
From your brokerage
to Google Sheets.
Choose your brokerage to see how to import portfolio positions, balances, and transaction activity. Connect through SnapTrade Personal, choose your accounts, and build a spreadsheet you can refresh from the sidebar.
Free add-on · Read-only access · Refresh from the sidebar
Find your brokerage
These guides cover eight popular brokerages listed by SnapTrade. Account types, regions, datasets, and history vary by connection. Check your accounts in SnapTrade and preview the available data before importing.
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*TRADEAnother brokerage? Check SnapTrade’s current directory. The add-on can import supported accounts visible to your SnapTrade authorization.
More than one brokerage?
See the accounts
side by side.
Connect your supported brokerages in the same SnapTrade Personal account, then select their available accounts together in the add-on. Every imported row keeps its account and institution context.
Use one holdings view across Fidelity and Schwab, or separate CAD and USD cash views across Wealthsimple and Questrade. You choose the accounts and the analysis.
Build a portfolio tracker →Put your imported data to work
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.
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.