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BankSync

Sync Your Brokerage to Any Spreadsheet

Connect Schwab, Fidelity, Robinhood, Vanguard, E*TRADE or Interactive Brokers. Holdings, trades and dividends land in Google Sheets, Notion, Airtable or Excel.

Connect Your BrokerageRead brokerage guide

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Buys, sells, dividends and fees from Schwab, Fidelity and Robinhood in one Trades tab, newest first.

Brokerage to spreadsheet, once.

  1. 01

    Sign in at the brokerage

    Through OAuth. BankSync holds short-lived tokens, never your password.

    Charles Schwab
    Read holdings and balancesAllowed
    Read trades and dividendsAllowed
    Place tradesNever
    Move moneyNever
  2. 02

    Pick what to sync

    Holdings, trades and dividends, per account: taxable, IRA, Roth, joint or 401(k).

    Brokerage ••2210Holdings · Trades
    Roth IRA ••8812Holdings · Dividends
    401(k) ••3391Holdings
  3. 03

    Pick a destination

    Rows land on your schedule, hourly on eligible plans.

    Google SheetsTrades tab
    Notion
    Airtable
    Excel

Every major US brokerage.

Don't see yours? Ask us about coverage.

A brokerage sync, start to finish.

Sync holdings and trades from every brokerage.

Cost basis you can trust.

Lot-level where the brokerage exposes it, average cost where it does not, so the gain in your sheet matches the statement.
VTI · 142 shares in 3 lotsSchwab Brokerage ••2210
AcquiredUnitsCost basis
Mar 202460$13,104.00
Nov 202450$12,055.00
Aug 202532$8,421.12
Unrealised gain+$7,670.28

Your brokerage, beside everything else.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

The detail real investors need.

Holdings
Ticker, units, cost basis, average price and market value, every sync.
Trades
Buys, sells, reinvestments, splits and corporate actions, with history backfilled.
Dividends
Cash and reinvested, with ex-date, pay-date and currency.
Accounts
Taxable, traditional, Roth and rollover IRA, joint and 401(k), rolled up into one portfolio.
Schedule
Hourly on eligible plans, otherwise daily or weekly, or on demand.
Access
OAuth sign-in at the brokerage. No credentials stored, and no trading permission.
Destinations
Google Sheets, Notion, Airtable, Excel. See all integrations
Templates
Start from a portfolio tracker, a dividend tracker or a net worth tracker.

Questions, answered.

Which brokerages does BankSync support?

Charles Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade, Merrill Edge, M1 Finance, Public and Webull, plus the robo-advisors Wealthfront, Betterment and Acorns.

Can I sync my Robinhood account to Google Sheets?

Where supported, connect Robinhood, pick Google Sheets as the destination, and sync holdings, trades and dividends hourly, daily or weekly depending on your plan.

How do I export Schwab or Fidelity to Excel?

Link Schwab or Fidelity through OAuth and choose Excel as the destination. Holdings and trade history land in your OneDrive workbook on each sync.

Do you sync cost basis and lot-level data?

Where the brokerage exposes lot-level cost basis, BankSync syncs it; otherwise it syncs the average cost basis the brokerage reports.

What about retirement accounts like IRAs and 401(k)s?

Yes. Roth, traditional and rollover IRAs sync like taxable accounts. 401(k) coverage depends on the plan administrator; the major providers are supported.

How often does brokerage data refresh?

Hourly on eligible plans, otherwise daily or weekly. Brokerages post end-of-day prices once per business day, so daily is enough for most people.

Connect your brokerage.

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