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 →Questrade + Google Sheets
Your Questrade portfolio.
In Google Sheets.
Make a Questrade spreadsheet that works across accounts and currencies. Bring available holdings, transactions, and cash balances into Google Sheets through SnapTrade, then organize the data with familiar formulas.
Free add-on · Read-only access · Refresh from the sidebar
From account data to useful rows
Import Questrade 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 Questrade to Google Sheets
Sign in on Questrade
Select Questrade in SnapTrade Personal, continue to Questrade’s website, sign in, and review the access agreement. Confirm the connected accounts in SnapTrade before you open Brokerage Connect and approve read access from Google Sheets.
Read SnapTrade’s Questrade connection guide ↗Connection instructions checked September 25, 2026.
Connect Questrade 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 Questrade data
Separate cash from buying power
ST_Balances provides distinct cash and buying_power columns when returned by the provider. Build your cash view from the cash column; buying power is a different measure and should not be added as another asset.
Keep Canadian and US dollars apart
A currency filter lets you inspect CAD and USD positions independently. For an account summary, group by account_id and currency before applying any conversion assumptions in your own analysis.
Review activity over a chosen period
Choose inclusive start and end dates for Activities and inspect fees, amounts, and descriptions. Requested dates define your import window, but the available history still depends on the brokerage connection.
Questrade import questions
Do I need to paste a Questrade refresh token into Sheets?
No. Connect Questrade in SnapTrade Personal and authorize the add-on from its sidebar. The workflow does not ask you to create a custom Apps Script integration or paste brokerage API tokens into spreadsheet cells.
Can I import Questrade 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 Questrade 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 Questrade 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 Questrade 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 Questrade. Brokerage names identify compatible connections and belong to their respective owners.