Investment Portfolio Tracker in 
Google Sheets
Automatically sync investment holdings, trades, and dividends to Google Sheets. Track stocks, ETFs, crypto, and portfolio performance across all brokerages. Free template included with real-time market data integration.
14-day free trial • 10k+ brokerages supported
Watch Your Portfolio Sync
See how investment data automatically flows from your brokerages through BankSync into your spreadsheet in real-time.
Setup Video Tutorial
Watch a complete walkthrough of setting up your investment tracker in Google Sheets
Complete Investment Tracking Solution
Holdings & Trades
Track current holdings with ticker symbols, shares, cost basis, and market value. View complete trade history with buy/sell transactions, dates, prices, and fees. Automatic updates from all brokerages.
Dividends & Income
Track dividend payments, interest income, and distributions. See annual dividend yield, payment frequency, and reinvestment details. Calculate total income by ticker or account.
Performance Analytics
Calculate portfolio returns, gain/loss, and cost basis automatically. Create charts showing performance over time. Track allocation by asset class, sector, and account.
Crypto & Traditional Assets
Track stocks, ETFs, mutual funds, bonds, options, and cryptocurrency in one spreadsheet. Unified view across all accounts. Calculate total portfolio value and allocation percentages.
How It Works
Connect Brokerages
Link your investment accounts using secure OAuth connections. Support for stocks, crypto, and all asset types.
Choose Template
Select our pre-built investment tracker template or connect to your existing spreadsheet.
Auto-Sync Data
Holdings, trades, and dividends sync automatically. Real-time updates keep your portfolio data current.
Frequently Asked Questions
Can I sync investment portfolios to Google Sheets automatically?
Yes! BankSync automatically syncs investment holdings, trades, and dividends to Google Sheets. Connect brokerages like Fidelity, Schwab, Robinhood, and more. Track stocks, ETFs, mutual funds, crypto, and performance with automatic updates to your spreadsheet.
What investment data can I sync to Google Sheets?
Sync current holdings (ticker, shares, cost basis, market value), trade history (buy/sell transactions with dates and prices), dividends and interest payments, account balances, and performance metrics. Data updates automatically in your spreadsheet.
Which brokerages are supported?
Connect over 10,000 brokerages including Fidelity, Charles Schwab, TD Ameritrade, E*TRADE, Robinhood, Vanguard, Interactive Brokers, Coinbase, Kraken, and more. Support for stocks, ETFs, mutual funds, bonds, options, and cryptocurrency.
Can I track crypto and stocks in the same spreadsheet?
Absolutely! Track all asset types in one spreadsheet. Sync stocks, ETFs, mutual funds, and cryptocurrency holdings. Calculate total portfolio value, allocation percentages, and performance across all accounts and asset classes.
Start Tracking Your Portfolio
Automatic sync from 10,000+ brokerages. Track stocks, ETFs, and crypto. Free template included. Start your free trial.
Start Free Trial14-day free trial • Cancel anytime