Portfolio & holdings
Available symbols, quantities, prices, cost basis, currency, and instrument details. Keep account names with your positions for filtering and pivots.
Build a portfolio tracker →E*TRADE + Google Sheets
Your E*TRADE portfolio.
In Google Sheets.
Turn available E*TRADE account data into a reusable Google Sheets workspace. Bring in holdings and transaction activity, add your own analysis tabs, and compare connected brokerage accounts in one consistent table format.
Free add-on · Read-only access · Refresh from the sidebar
From account data to useful rows
Import E*TRADE positions,
transactions, and balances.
Choose only the tables you need. The add-on writes the data returned by your SnapTrade connection, so missing fields or unavailable datasets are not filled with estimates.
Transactions & dividends
Available buys, sells, dividends, deposits, fees, and other activity in your selected date window. Preserve amounts, types, dates, and descriptions.
Explore transaction imports →Accounts & cash
Account details and available cash and buying power by currency. Keep these separate when building a view across accounts.
See columns and formulas →Recent orders and optional experimental balance history are also available where supported. See all datasets and limits. Refresh fetches SnapTrade’s available snapshot; it does not force a new brokerage sync.
Connect once, reuse your setup
How to connect E*TRADE to Google Sheets
Sign in on E*TRADE
Choose E*TRADE in SnapTrade Personal and continue to E*TRADE’s website. Sign in and review the access agreement. After your accounts appear in SnapTrade, open Brokerage Connect in Sheets and authorize read access to the data you want to import.
Read SnapTrade’s E*TRADE connection guide ↗Connection instructions checked September 25, 2026.
Connect E*TRADE in SnapTrade
Create or open your SnapTrade Personal account, connect your brokerage, and check that your accounts appear.
Open the add-on in Google Sheets
Follow the installation guide, open Extensions → Brokerage Connect → Open, and choose Connect SnapTrade. Use the same Google account as your spreadsheet and approve read access.
Choose accounts, preview, and import
Select your datasets and destination tabs. For transactions, select Activities and a date range. Review the preview and confirm who can see the spreadsheet before importing.
Refresh when you need an update
Use the sidebar to refresh configured imports with the data available from SnapTrade. Keep formulas and notes in separate analysis tabs. Background or scheduled refresh is not available.
Make the spreadsheet useful to you
Three ways to work with your E*TRADE data
Distinguish transactions from orders
Use Activities for your chosen transaction period. Orders, if available, adds open or executed order state over a recent lookback. These tables answer different questions and should not be appended together as one trade ledger.
Keep contract details with option positions
For returned option positions, retain option_type, strike_price, expiration_date, and multiplier. Missing fields remain missing; the add-on does not invent contract details or assume a multiplier for you.
Build a view across US brokerages
Add another supported connection to SnapTrade Personal and select its accounts alongside E*TRADE. Use institution and account_name to compare holdings or cash without losing where each row came from.
E*TRADE import questions
Can I use this instead of downloading another E*TRADE CSV?
For the datasets available through your SnapTrade connection, yes: the add-on writes ordinary Sheets tables and can refresh them from the sidebar. It does not guarantee the same coverage as every E*TRADE report, statement, or stock-plan export.
Can I import E*TRADE to Google Sheets automatically?
The add-on writes the selected tables for you after you preview and confirm an import. To update them, use Refresh in the sidebar. It does not run unattended, schedule daily imports, or stream live prices.
How much E*TRADE transaction history can I import?
Choose an inclusive start and end date for Activities. The history actually returned depends on the brokerage, account, and SnapTrade connection. Preview the results; a requested date range does not guarantee records for the entire period.
Who can see my imported brokerage data?
People who can access your spreadsheet may be able to see the imported values, including hidden staging or backup tabs. Check sharing before importing. The add-on requests read access and cannot place trades.
Is the E*TRADE import free?
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.
More details: privacy, disconnecting and deletion, and import troubleshooting.
Your next spreadsheet starts here
Bring your E*TRADE data into Sheets.
Free add-on · Read-only access · Refresh from the sidebar
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.
Have accounts elsewhere, too?
Add another supported brokerage in SnapTrade Personal and select the available accounts in the same import.
Browse all brokerage guides →Independent integration; not endorsed by E*TRADE. Brokerage names identify compatible connections and belong to their respective owners.