Track Your Investment Portfolio in Google Sheets
Import brokerage holdings and investment transactions into dedicated sheets, with live prices, gain/loss, and portfolio totals alongside your everyday spending.
BudgetSheet imports investment data from linked brokerage accounts into two sheets: BSA_InvestmentHoldings for your current portfolio and BSA_InvestmentTransactions for buys, sells, dividends, and fees. Holdings sheets include GOOGLEFINANCE formulas for live prices, cost basis, gain/loss, and sector breakdowns. See your full net worth, including cash accounts and investments, in one spreadsheet workbook.
Holdings and transactions, side by side
BudgetSheet puts holdings and investment activity in plain spreadsheet tabs you can chart, filter, and combine with BSA_Balances for total net worth.
- BSA_InvestmentHoldings: tickers, quantities, cost basis, live prices, gain/loss
- BSA_InvestmentTransactions: buys, sells, dividends, and fees by date range
- GOOGLEFINANCE integration for live market prices in your sheet
- Portfolio totals and sector summaries built into the holdings layout
- Available on Pro and Business plans
Complete net worth in one workbook
Link your checking account, credit cards, and brokerage through Plaid. Everyday transactions land in BSA_Transactions, cash balances in BSA_Balances, and investments in BSA_InvestmentHoldings, all in the same Google Sheet you already use for budgeting.
How It Works
- Step 1: Upgrade to a Pro or Business plan with investment access.
- Step 2: Link your brokerage account through Plaid from the BudgetSheet sidebar.
- Step 3: Import holdings to BSA_InvestmentHoldings and transactions to BSA_InvestmentTransactions.
- Step 4: Live prices refresh via GOOGLEFINANCE. Build charts and net worth summaries with your other sheets.
Frequently Asked Questions
- What investment data can BudgetSheet import?
- BudgetSheet imports current holdings (tickers, quantities, cost basis) and investment transactions (buys, sells, dividends, fees) from brokerage accounts supported by Plaid. Data lands in BSA_InvestmentHoldings and BSA_InvestmentTransactions.
- Do stock prices update automatically?
- Yes. The holdings sheet uses GOOGLEFINANCE formulas so market prices, values, and gain/loss recalculate when Google Sheets refreshes, with no manual price lookups required.
- Which plans include investment tracking?
- Investment import is available on Pro and Business plans. Basic plan users can still track cash accounts, credit cards, and everyday transactions.
- Can I see investments and bank accounts together?
- Yes. All data lives in the same Google Sheet workbook: BSA_Balances for account balances, BSA_InvestmentHoldings for your portfolio, and BSA_Transactions for spending. Build a unified net worth view with formulas or pivot tables across tabs.
Related Resources
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