Alpaca Paper
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Microsoft Excel

Sync Alpaca Paper to Microsoft Excel

BankSync may support connections to Alpaca Paper accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.

United StatesBank SyncAvailable

How to sync Alpaca Paper to Microsoft Excel

Mapping Alpaca Paper fields into Microsoft Excel

map your columns once

1

Search for Alpaca Paper in BankSync

Sign up for BankSync and, if Alpaca Paper is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize Microsoft Excel

Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported Alpaca Paper fields supplied by the provider to columns in Microsoft Excel.

4

Set your sync schedule

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

What gets synced from Alpaca Paper to Microsoft Excel

Balances

Sync current and available balances for supported Alpaca Paper accounts.

Holdings

Sync supported investment positions, quantities, and market values from Alpaca Paper.

Trades

Sync supported investment trade and activity history from Alpaca Paper.

Orders

Sync supported open and pending investment orders from Alpaca Paper.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.

Custom Field Mappings

Map any Alpaca Paper field to any column in Microsoft Excel — fully configurable.

Sync Schedules

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Ready to sync Alpaca Paper with Microsoft Excel?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Alpaca Paper or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.