Your porfolio synced with your spreadsheet.
Connect your Schwab investment accounts to Google Sheets and take control of your portfolio. Analyze your positions with real-time market data, technical indicators, and powerful screeners. All in a format you already use every day.
Live portfolio and market data from Schwab's official Trader API.
Automatic Sync
No more CSV exports or manual copy-paste.
Connect Multiple Accounts
Aggregate data accross all your accounts in a single sheet.
Powerful Screeners,
Custom Filters
Build your own investment screener right in Google Sheets. Track metrics, spot trends, and make smarter decisions.
Secure connection with the official Schwab API
OAuth-based access – no credentials stored. Setup in minutes and stay in control.
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