Brokerage overview
SheetsFinance Brokerage connects your brokerage accounts to Google Sheets and Excel so you can pull real-time holdings, orders, balances, transactions, and options positions directly into your spreadsheet with the =SF_BROKERAGE() function.
Once brokerage is enabled in a spreadsheet, the function populates data from the accounts you have connected on the SheetsFinance website. For details on how to write the function and the available data types, see the Brokerage function documentation.
What you need
An active SheetsFinance brokerage subscription or free trial
A supported brokerage account
Google Sheets or Excel connected to your SheetsFinance account
Getting started
Check that your broker is supported in Supported brokers.
Connect your brokerage account on the SheetsFinance website.
Enable brokerage in your spreadsheet (Google Sheets only).
Use
=SF_BROKERAGE()to pull data.
Brokerage data is read-only. SheetsFinance cannot execute trades or modify your account. For pending, active, disabled, and closed connections, see Brokerage account states.