Portfolio tracking in Google Sheets™
Custom formulas
Use =IVS_BROKERAGE() to pull holdings data
Live prices
Real-time sync from your brokerage accounts
No coding required
Secure OAuth connection, automatic syncing
Supported brokerages
Fidelity, Schwab, Robinhood, Vanguard, E*TRADE, Webull, and more
Pricing
$9.99/month with 14-day free trial