BEFORE
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
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2
Activate Plan
One-click activation sets your sync in motion. Your settings are saved and ready for execution.
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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.
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Sync Automatically
Your spreadsheets refresh automatically without you lifting a finger.
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Secure by Default
Bank-Grade Privacy. We never store your financial data.