Brokerage Pricing

All your brokerage data in one place

Connect unlimited brokerage accounts and consolidate all your data in Google Sheets and Microsoft Excel.

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Choose a product
Save up to 36% annually
Want more than one product? Bundle any two for 10% off, or all three for 20% off ↓
Brokerage SyncConsolidate every brokerage account in your spreadsheet.One plan · all features

Every account you hold, live in your spreadsheet.

  • 30+ supported brokers
  • Unlimited connected accounts
  • 7 countries and regions
  • Read-only secure connections
  • Brokers and connections30+ brokers and unlimited accounts on one plan.
  • Assets and refreshStocks, ETFs, options, crypto and more, refreshed in real time or daily.
  • Account dataHoldings, profit and loss, balances, orders and options positions.
  • Transaction historyEvery buy, sell, dividend and fee, filtered by date and type.
  • SecurityRead-only connections with encrypted credentials.
  • Live in your spreadsheetLive formulas in Google Sheets and Excel that keep your model current.
See everything included ↓
$16/mo
Billed annually

No card required

From $12.80/mo in a three-product bundle.

Or bundle them — any combination

Build your bundle.

Any two products take 10% off the whole bundle; all three take 20%.

1 productFull price
2 products10% off
3 products20% off
Your products — pick any2 selected
Quotes, fundamentals, history and analysis across 80,000+ symbols.
$16/mo
Unlimited accounts, holdings, balances, orders and transactions.
$16/mo
OPRA chains, Greeks, IV analytics and 20+ years of history.
—/mo

Each product can also be purchased on its own above. Bundle pricing starts when any two products are selected.

What’s included

Everything in Brokerage Sync.

One plan covers every account you connect, with no limits on brokers or accounts.

Brokers and connections

  • ✓30+ supported brokers, including Interactive Brokers, Schwab, Fidelity, Robinhood, E*TRADE, Vanguard, Trading 212 and Coinbase
  • ✓Coverage across the US, Canada, UK, EU, Australia, India and Brazil
  • ✓Unlimited connected accounts
  • ✓Custom nicknames to tell similar accounts apart

Assets and refresh

  • ✓Stocks, ETFs, options, crypto, mutual funds, fixed income and futures, depending on broker
  • ✓Real-time or daily refresh, depending on broker

Account data

  • ✓Holdings with prices, units, average purchase price and market value
  • ✓Profit and loss in dollars and percent
  • ✓Cash balances and buying power per account and currency
  • ✓Recent orders with status, quantities and execution, limit and stop prices
  • ✓Open options positions with strikes, expirations and purchase prices

Transaction history

  • ✓Buys, sells, dividends, deposits, withdrawals, fees, interest and options events
  • ✓Filter by date range and transaction type
  • ✓Return only the columns your model needs

Security

  • ✓Read-only connections: no trading and no moving money
  • ✓Encrypted credentials, invalidated when you disconnect
  • ✓In Google Sheets, brokerage access is switched on per spreadsheet
Built for your spreadsheet

A living model, not a data import.

Your brokerage data arrives through live spreadsheet formulas, so your portfolio stays current and you can reshape it whenever you like.

  • Google Sheets and ExcelWorks natively in both, with the same formulas.
  • Function GeneratorBuilds every brokerage formula for you, with no syntax to learn.
  • Always currentFormulas update in place as your accounts change. No exports or CSV uploads.
  • Shape it your wayCombine accounts, filter by date and type, and choose the fields you need.
  • Build on topLive portfolio trackers, dashboards and P&L reports.