Your portfolio synced with your spreadsheet.

Connect your Schwab investment accounts to Google Sheets and take control of your portfolio. Analyze your positions with live market data, technical indicators, and powerful screeners.
All in a format you already use every day.

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Privacy Policy

Privacy Policy for Ggfolio Beta add-on for Google Sheets®
Effective Date: June 20, 2025Ggfolio ("we", "our", or "us") respects your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you use our Google Sheets® Add-on ("Add-on").1. Information We CollectWe only collect the minimum data necessary to provide and improve our services.Depending on how you use the Add-on, we may collect:
• Google Account Information: Such as your email address, to associate preferences or settings.
• Google Sheets Data: The Add-on may read, modify, or store data within the spreadsheet where the add-on is used, as needed for functionality.
• Settings and Preferences: Configuration data you set in the Add-on interface.We do not collect or store:
• Your Google Drive® files outside the specific Sheets you use with our Add-on
• Sensitive personal data (unless explicitly needed and disclosed)2. How We Use Your InformationWe use your information solely to:
• Provide the core functionality of the Add-on
• Respond to user inquiries and support requests
• Improve and maintain the Add-onWe do not sell, rent, or share your information with third parties except as required by law.3. Data Storage and SecurityIf any data is stored (e.g., settings or logs), it is:
• Stored only within your Google® spreadsheet or associated Google AppsScript® environment, and never on our servers
• Retained only as long as necessary for the operation of the Add-on4. Third-Party AccessThis Add-on complies with Google®’s Limited Use requirements for sensitive and restricted API scopes.
We do not allow unauthorized third-party access to your data. If the Add-on uses third-party APIs (e.g., financial data providers), they will be disclosed explicitly within the Add-on interface.5. Use of the Schwab Individual Trader APIThis Add-on uses the Schwab Individual Trader API to retrieve your Schwab Investment Account data and process it in the Google Sheet where the Add-on in installed, including:
• Account balances and investment positions
• Account numbers, which are stored only in a masked ("last four digits") format.The Add-on does not use the Schwab Individual Trader API to modify your Schwab account or account data in any way.The Add-on does not* use the Schwab Individual Trader API to issue or execute trades under any circumstances.You must request and establish access to the Schwab Individual Trader API directly with Schwab on the Schwab Developer Portal and your use thereof is subject to Schwab's Privacy Policy.6. Your ConsentBy installing and using our Add-on, you consent to this Privacy Policy. You may revoke the Add-on’s permissions at any time via your Google® Account settings.7. Changes to This PolicyWe may update this policy from time to time. If we make significant changes, we will notify users via the Add-on interface or our website.In particular, this policy applies to the Ggfolio Beta Add-on, which may be superseded by a General Availability product in the future, with a different Privacy Policy.8. Contact UsIf you have questions or concerns about this policy, please contact us:
Email: [email protected]
Website: https://ggfolio.com

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Terms and Conditions

Last updated: June 20, 2025Please read these Terms and Conditions ("Terms", "Terms and Conditions") carefully before using this Google Sheets® add-on (the "Service", "Add-on") operated by Ggfolio ("us", "we", or "our").By installing or using the Add-on, you agree to be bound by these Terms. If you do not agree to these Terms, you may not use the Add-on.1. Use of the Add-onThis Add-on is provided to enhance your productivity within Google Sheets®. You may use the Add-on for personal or business purposes, subject to these Terms.You are responsible for any data you input, import, or manage using the Add-on.2. No Financial AdviceThe Add-on may provide access to financial information, including market data, account information, and investment analytics. This information is provided for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, or any other kind of advice.You acknowledge that:We are not registered investment advisors or brokers.We do not guarantee the accuracy, timeliness, or completeness of financial data.You should consult a qualified financial advisor before making investment decisions.You assume sole responsibility for any decisions made using the Add-on or based on its outputs.3. Data Sources and AccuracyFinancial data displayed by the Add-on may come from third-party sources, including brokerages or market data providers. We are not responsible for errors, outages, or delays in these data sources.We do not guarantee continuous availability or accuracy of the Service.4. PrivacyOur use of your data is governed by our Privacy Policy. We do not sell or share your data with third parties, except as required to operate the Add-on or comply with legal obligations.5. Limitation of LiabilityTo the fullest extent permitted by law, we shall not be liable for any direct, indirect, incidental, special, or consequential damages arising out of or in connection with the use or inability to use the Add-on.6. Changes to TermsWe reserve the right to update these Terms at any time. Continued use of the Add-on after such changes constitutes your consent to the new Terms.7. Contact UsIf you have any questions about these Terms, please contact us at [email protected].

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