An import is just the beginning
Make your portfolio
spreadsheet work for you.
Start with the data from your connected brokerages. These guides show you which tables to import, how to organize them, and how to keep your analysis useful after a refresh.
Choose a guide
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.
Start with your brokerage
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*TRADEFree add-on · Read-only access · Refresh from the sidebar