Sync Your Interactive Broker Data to Google Sheets

The easiest way for investors to analyze their portfolio performance without ever writing a line of code.

Before
BEFORE
After
AFTER

How It Works

1
⚙️

Configure Your Plan

Link your Interactive Brokers source to your Google Sheet destination, then define your logic:

  • Filter: Clean entry settings
  • Tidy: Optimize import formats
  • Rewrite: Custom field mapping
2
🚀

Activate Plan

One-click activation sets your sync in motion. Your settings are saved and ready for execution.

3
🔄

Auto-Sync & Transform

The system automatically pulls Interactive Brokers' reports, executes your data transformations, and delivers clean records to your spreadsheet.

Why Choose "Trades to Sheets"?

📊

Flex Queries to Spreadsheets

Direct Data Mapping. Turn messy Flex Queries into structured spreadsheet rows instantly.

No Coding Required

Zero Scripts. Zero API Headaches. Setup in 3 minutes without touching a line of code.

🔄

Sync Automatically

Your spreadsheets refresh automatically without you lifting a finger.

🔒

Secure by Default

Bank-Grade Privacy. We never store your financial data.