Your brokerages. In your spreadsheet.

InvestSheet syncs positions from 35+ brokerages into Google Sheets™. Build the dashboard you actually want — cost basis, allocation, gain/loss, anything — using one custom formula: =IVS_BROKERAGE()

Install on Google Sheets™How it works →

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InvestSheetFidelity + Robinhood · 7 positions
fx=IVS_BROKERAGE("value")
Ticker
From
Price
Qty
Value
2
AAPL
Fidelity Taxable + Robinhood Standard
$196.89
45
$8,860.05
3
GOOGL
Fidelity Taxable
$178.35
28
$4,993.80
4
MSFT
Fidelity Taxable
$442.57
15
$6,638.55
5
AMZN
Fidelity Roth IRA
$215.90
22
$4,749.80
6
TSLA
Fidelity Roth IRA + Robinhood Standard
$248.50
30
$7,455.00
TOTAL · 3 accounts
$32,697.20
Gain/Loss
+$1,197.20

35+ brokerages, US and international

  • Fidelity
  • Charles Schwab
  • Robinhood
  • Vanguard
  • Interactive Brokers
  • E*TRADE
  • Webull
  • Coinbase
  • Public
  • tastytrade
  • TradeStation
  • Alpaca

+ 23 more.

Three steps. That's it.

Install the add-on

Search "InvestSheet" in Google Sheets™ add-ons. One click.

Link a brokerage

InvestSheet → Add Brokerage. SnapTrade OAuth, 30 seconds.

Use IVS_BROKERAGE()

Drop the formula in any cell. Pull qty, price, value, gain/loss — filter by ticker, brokerage, or account.

Your taste, your sheet.

Your spreadsheet already does everything. InvestSheet just gives it the data.

Install on Google Sheets™

14-day free trial · Cancel anytime