Six managed tables, made of ordinary spreadsheet values. Import one account, several, or all accounts visible to your grant.
ST_Accounts
Accounts
Account IDs, names, institutions, account status, reported total value and currency, and available sync metadata.
ST_Positions
Positions
Instrument kind, symbol, units, price, cost basis, currency, cash-equivalent indicator, and available derivatives metadata. Unknown future kinds retain their raw details. No option multiplier is assumed. Tax lots are optional provider data, not a promised feature.
ST_Activities
Activities
An inclusive start/end date window and optional comma-separated activity types. All pages of the selected window are staged before replacement. Fees and deposits may have no symbol. Refresh reconciles the whole window.
ST_Balances
Balances
Separate currency rows for cash and buying power. Cash-equivalent positions may already be included in cash; do not add them again. No automatic currency conversion.
ST_Orders
Orders
State filters: all, open, executed. Lookback: 1–90 days (30 by default). These are recent order records, including individual legs, not unlimited historical orders. Reading orders cannot submit trades.
ST_BalanceHistory
Balance history
Optional experimental estimated total value, up to one year. Disabled by default at SnapTrade. A missing entitlement produces an unavailable state while your other imports remain usable. See the FAQ for setup limits.
Refresh on your terms
Refresh selected or all configured imports from the sidebar. Fetching and sheet writes run in bounded steps with progress, cancellation, and recovery. The previous complete dataset is retained if an account fails during fetching. Each dataset completes independently; a batch can succeed for some tables and fail for others.
There is no scheduled refresh. Refreshing Sheets fetches data already available through SnapTrade; it does not force a broker sync or call a paid refresh endpoint.
Imports are capped at 50,000 rows and 30 MB of encrypted staged table data per dataset. Large individual responses or cells produce actionable errors instead of truncation.