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InvestSheet
Bring your brokerage holdings into Google Sheets
Keep your own portfolio spreadsheet. InvestSheet brings supported connected brokerage holdings into Google Sheets with custom formulas for quantities, values, cost basis and gain/loss. Combine accounts, filter by ticker or account nickname, and build your own dashboard. Formulas use cached holdings; freshness varies by connection. Subscription required for ongoing syncing.
About InvestSheet on Product Hunt
“Bring your brokerage holdings into Google Sheets”
InvestSheet was submitted on Product Hunt and earned 2 upvotes and 1 comments, placing #158 on the daily leaderboard. Keep your own portfolio spreadsheet. InvestSheet brings supported connected brokerage holdings into Google Sheets with custom formulas for quantities, values, cost basis and gain/loss. Combine accounts, filter by ticker or account nickname, and build your own dashboard. Formulas use cached holdings; freshness varies by connection. Subscription required for ongoing syncing.
On the analytics side, InvestSheet competes within Investing — topics that collectively have 26.9k followers on Product Hunt. The dashboard above tracks how InvestSheet performed against the three products that launched closest to it on the same day.
Who hunted InvestSheet?
InvestSheet was hunted by Munenori. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of InvestSheet including community comment highlights and product details, visit the product overview.
We're sharing InvestSheet for people who already maintain an investment spreadsheet and want to reduce repeated entry of brokerage holdings. The IVS_BROKERAGE function brings connected holdings into your own layout, with filters for ticker, brokerage and account nickname. Formulas read cached data; refresh from the add-on menu. Supported connections and data freshness vary, and ongoing syncing is a subscription service. We'd love to hear which spreadsheet workflows you want to simplify. The gallery uses clearly labeled example data.