Balances

🚨 Important: If you haven't yet connected your brokerage accounts via SheetsFinance then you won't have access to this function, please refer to the Brokerage docs page to get started.

Access your real-time brokerage account balances data directly in Google Sheets using the SF_BROKERAGE() function. This function allows you to pull in your account balances data from your connected brokerage accounts.

=SF_BROKERAGE(account, "balances", metrics, "", "", "", options)

account is the nickname of the brokerage account connection you want to pull data from. You can find the nickname of your connected brokerage accounts from the Brokerage Sidebar in Google Sheets (Extensions > SheetsFinance > Brokerage). You can set custom nicknames for your brokerage accounts, see the Setting Nicknames for Your Brokerage Accounts for more information.
type is the type of data you want to pull in, in this case "balances".
metrics selects what data you want to pull in. You can leave this blank or set it to "all" to output ALL available balances metrics. You can also chain together multiple metrics using the & operator, for example "currency&cash". See the full list of available metrics below.
options adjusts the formatting and ordering of the output. The available options are:
- "NH" - No header row.
- "ob=<metric>" - Order the output by a specific metric, for example "ob=currency".
- "-" - Reverse the output order. This is especially useful when combined with ob, for example "ob=currency&-".

🔥 Hot Tip: If you want balances grouped in a predictable order, sort them in the function itself with an option like "ob=currency". Add &- to flip the order.

🧐 Why are there empty quotes in this function? The SF_BROKERAGE() function is used for a variety of types. The "transactions" type has the optional additional arguments startDate, endDate and txnType. In the case of the "balances" type, these arguments aren't needed and can be left blank ("")

Metrics

The metrics available for the "balances" type are as follows:

"all" - All available balance data.
"currency" - The currency of the balance.
"currencyName" - The name of the currency.
"cash" - The cash balance.
"buyingPower" - The buying power.

Examples

🤓 Reminder for the below examples:"alpaca" is the nickname of our example brokerage account, you will need to replace this with the nickname of your own brokerage account.

Example 1: Pulling in all balances data for an account

=SF_BROKERAGE("alpaca", "balances")

Example 2: Pulling in specific metrics from your account balances

=SF_BROKERAGE("alpaca", "balances", "currency&cash")

Example 3: Pulling in all balances data for an account with no header row

=SF_BROKERAGE("alpaca", "balances", "all", "", "", "", "NH")

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