SnapTrade Sheets Brokerage Connect
NewAuto-sync your Google spreadsheets with SnapTrade
About
Build the portfolio spreadsheet you’ve always wanted—without repeatedly downloading and combining brokerage CSVs. Bring holdings, cash balances, transactions, dividends and recent orders from your connected SnapTrade accounts into Google Sheets. Combine accounts from multiple supported brokerages in one workbook, choose what to import and preview your data before adding it. Create your own portfolio tracker, dividend dashboard or trade journal using familiar formulas, filters, pivot tables and charts. Refresh your imported tables whenever you choose, with your analysis in separate tabs. Already use SnapTrade Personal? Connect your existing accounts. The Google Sheets add-on is free and requests read-only brokerage access. No coding or API keys required. Imports use the data available through SnapTrade. Coverage, history and freshness vary by brokerage.
Set up SnapTrade Sheets Brokerage Connect
- Step 1
Install SnapTrade Brokerage Connect from Google Workspace Marketplace.
- Step 2
Open a Google spreadsheet. Under Extensions, open SnapTrade Brokerage Connect and choose Open. Approve the requested Google permissions.
- Step 3
Click Connect SnapTrade, then Open secure connection window. Continue with the same Google account you use in Sheets.
- Step 4
Sign in to SnapTrade Personal and approve read-only access. If you haven’t connected a brokerage yet, add one in your SnapTrade dashboard first.
- Step 5
Return to the Sheets sidebar. Choose your accounts and data, preview the tables, then confirm and import.
