AustraliaNow Live
·Australian banks now supported via CDR.Browse AU banks
BankSync

Track Stocks, ETFs & Crypto in One Sheet

Holdings, trades, dividends and balances from 10,000+ brokerages and crypto exchanges, beside your cash in Google Sheets, Notion, Airtable or Excel.

Start Tracking InvestmentsRead investment guide

14-day free trial. Cancel anytime.

Schwab, Fidelity, Robinhood and Coinbase in one Holdings tab, with the checking balance beside them.

From brokerage to spreadsheet in three steps.

  1. 01

    Connect investment accounts

    Sign in at the brokerage. BankSync never sees your password.

    Charles SchwabRead-only
    FidelityRead-only
    RobinhoodRead-only
  2. 02

    Pick data types

    Holdings, trades, dividends or balances, mapped onto your own columns.

    HoldingsTradesDividendsBalances
    TickerA · Holding
    ValueB · Market value
  3. 03

    Schedule and forget

    Your portfolio is current before you open the sheet.

    HourlyDailyWeekly
    Last run● 9 holdings, 6:02am

A portfolio, start to finish.

Track holdings and trades across every account.

Stocks and crypto, one schema.

Brokerages and retirement accounts.

Stocks, ETFs, funds, options and bonds from Schwab, Fidelity, Robinhood and Vanguard, with cost basis and unrealised gain on every holding.
Explore brokerage sync
VTI · Vanguard Total Stock Market ETFSchwab Brokerage ••2210
Units142
Average price$236.48
Cost basis$33,580.12
Market value$41,250.40
Unrealised gain+$7,670.28

Crypto exchanges.

Coinbase, Kraken, Gemini and Binance balances, trades and holdings land in the same columns, so totals need no custom mapping.
Explore crypto sync

Allocation, cash included

Funds and ETFs66%
Stocks12%
Crypto12%
Cash10%

Your portfolio, wherever you work.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Every field a portfolio tracker needs.

Holdings
Ticker, name, asset class, units, cost basis, average price, market value, unrealised gain.
Trades
Buys and sells with date, price, fees and settlement. The first sync backfills available history, typically 12 to 24 months.
Dividends
Cash and reinvested dividends, interest and distributions, with ex-date and pay-date.
Balances
Account cash and total value, refreshed every sync, beside your bank balances.
Coverage
Charles Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade, Merrill, Wealthfront, Betterment, Coinbase, Kraken, Gemini, Binance. View the full provider directory
Destinations
Google Sheets, Notion, Airtable or Excel, on your own schema. See all integrations
Schedule
Hourly, daily or weekly depending on plan, or on demand. Brokerages usually post end-of-day prices once a day.
Access
You sign in at the brokerage; BankSync holds only short-lived tokens and cannot place trades.

Questions, answered.

Which brokerages can I sync to a spreadsheet?

Charles Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade, Merrill, Wealthfront, Betterment and more. Holdings, trades and dividends sync into Google Sheets, Notion, Airtable or Excel hourly, daily or weekly.

Can I sync crypto holdings alongside stocks?

Yes. Coinbase, Kraken, Gemini, Binance and other exchanges sync into the same destination as your brokerage data, in one schema with stocks, ETFs, options, bonds and funds.

What investment data fields does BankSync sync?

Holdings: ticker, name, asset class, units, cost basis, average price, market value and unrealized gain. Trades: date, buy or sell, units, price, fees and settlement. Dividends: ex-date, pay-date, amount, currency and reinvestment flag. Balances sync alongside.

How often do investment accounts refresh?

Hourly, daily or weekly depending on your plan, plus a manual sync on demand. Brokerages usually post end-of-day prices once a day.

Do you store my brokerage credentials?

No. You sign in at the brokerage through OAuth; BankSync holds only short-lived access tokens. Revoke access from the brokerage or from BankSync at any time.

Can I export historical trades to a CSV or spreadsheet?

Yes. The first sync backfills available trade history, typically 12 to 24 months depending on the brokerage. Trades land as rows you can filter, pivot and export to CSV.

Track your whole portfolio.

Start free trialView pricing