Upgrade Your Edge: Trade Data Meets Spreadsheets
Two powerful tools into one: A background engine for your trade records and a sidebar add-on for portfolio tracking.
Trusted by Investors Worldwide | Secure Google Sheets Integration
Two Powerful Ways to Sync
Automated Background Sync
The "Set & Forget" Ledger. Build a permanent, audit-ready history of every trade, dividend, and corporate action without lifting a finger.
- Smart Auto-Fetch: Our engine triggers daily IBKR Flex Query pulls so your records are always waiting for you.
- Tidy Data Engine: We handle the heavy lifting—formatting, cleaning, and optimizing your data for instant analysis.
- Comprehensive History: Capture deep historical records perfect for professional trade journals.
Runs automatically while you sleep.
Google Sheets add-on
The Deep-Dive Analysis Sidebar. Access account snapshots and original IBKR data directly within your spreadsheet environment.
- Custom Functions: Use powerful formulas to pull portfolio information into any cell instantly.
- Raw Data Access: Get the full, unedited IBKR records for deep-dive analysis.
- Flexible Snapshots: Simple enough for a quick summary, detailed enough for a full audit.
Available on the Google Workspace Marketplace →
Why Choose Trades to Sheets?
Total Data Transparency
No "Black Box" mapping. We deliver original, unedited IBKR Flex Query records so you can audit every cent with total confidence. Your data, exactly as it was reported.
Open-Logic Templates
Start with our beginner-friendly templates, then make them yours. Because we don't hide our logic, you can tweak our formulas or build your own custom reports from scratch.
Native Spreadsheet Tools
Use our add-on functions to pull raw account values and open positions into any cell using standard Google Sheets formulas you already know.
Hands-Free Delivery
Stop the manual export-import cycle. Your raw IBKR data is fetched and delivered automatically, keeping your personal archives up to date without you lifting a finger.
Raw Data. Open Templates. Infinite Customization.
Is Trades to Sheets Right for You?
Whether you want a simple "one-click" dashboard or deep-dive raw data, we provide the foundation.
The "Easy Start" Investor
You want to track your portfolio performance without the manual CSV dance. Use our beginner-friendly templates to get a professional reports running in minutes.
- ✓ Simple setup
- ✓ Ready to use templates
- ✓ Automated daily updates
The "Audit-Ready" Trader
You don't trust "Black Box" apps. You want to verify every dividend, tax lot, and interest payment against the raw IBKR data using transparent logic.
- ✓ Full Data Transparency
- ✓ Pre-build templates
- ✓ Historical Trade Archives
The Spreadsheet Architect
You build your own reports. Use our Trades to Sheets for Google Sheets™ add-on custom functions to pull raw data into your complex rebalancing models and custom risk sheets.
- ✓ Raw API-Level Data
- ✓ Custom Sheet Functions
- ✓ Infinite Customization
Common Questions
🔒 Is my financial data stored on your servers?
No. We act as a secure bridge. Your trade history is delivered directly from Interactive Brokers to your Google Sheet. We never store your personal financial records.
📈 Does the add-on provide real-time data?
To ensure 100% audit-ready accuracy, our tools use the latest official business day reports provided by the IBKR Flex Query system.
⚙️ Can I audit or change the template logic?
Yes. We believe in transparency. Our templates use standard formulas that you can inspect, unhide, and modify to fit your personal trading style.