Sync Investments to 
Excel
Pull stock holdings, ETFs, dividends and crypto into a Microsoft Excel workbook that refreshes itself. Works on web, desktop and Mac.
14-day free trial. Works with OneDrive and SharePoint.
See It Land in Your Workbook
Holdings, trades and dividends sync from your accounts into dedicated sheets in Excel.
Built for Real Spreadsheet Workflows
Pivot tables stay valid
Rows update in place on each sync, so the pivots, charts and conditional formatting you built last quarter keep working.
Power Query friendly
Connect Power Query to the BankSync sheets and feed downstream models without hand-pasting CSV exports.
Cost basis and gain
Lot-level cost basis where the brokerage exposes it, otherwise broker-reported average. Capital gains math matches your 1099.
Crypto in the same file
Add Coinbase, Kraken, Gemini or Binance and the new positions land in the same schema as your stocks.
How It Works
Connect investment accounts
Sign in to your brokerage or crypto exchange. OAuth and read-only API keys.
Pick a workbook
Choose a workbook in OneDrive or SharePoint, or start from the BankSync template.
Set a schedule
Every 15 minutes, hourly, daily or weekly. Excel refreshes the next time you open it.
Frequently Asked Questions
How do I sync brokerage data into Excel automatically?
Sign up for BankSync, connect your brokerage through OAuth, pick Excel as the destination, and choose a schedule. Holdings, trades and dividends sync into your workbook on every run, with no manual export.
Does this work with Excel for the web and desktop Excel?
Yes. BankSync writes to your OneDrive or SharePoint workbook, so the same file refreshes whether you open it in Excel for the web, desktop Excel on Windows or Excel for Mac.
Which brokerages and exchanges are supported?
Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade and more. Crypto exchanges include Coinbase, Kraken, Gemini and Binance. Holdings, trades and dividends sync from each into the same workbook.
Will my Excel formulas keep working after each sync?
Yes. BankSync writes to dedicated sheets and updates rows in place. Your pivot tables, charts and formulas referencing those ranges continue to work normally.
Can I track crypto and stocks in the same workbook?
Yes. Crypto holdings from Coinbase, Kraken, Gemini and Binance share the same schema as your brokerage holdings, so a single workbook covers both.
Track Your Portfolio in Excel
Holdings, trades, dividends and crypto in a Microsoft Excel workbook that updates itself.
Start Free Trial14-day free trial • Cancel anytime