Welcome to the Trades to Sheets Documentation

Welcome to the Trades to Sheets documentation hub.

Trades to Sheets is a powerful automation tool designed to streamline the process of transferring your trading data from your brokerage account directly into a Google Sheet. This documentation will guide you through the primary components of our application, from initial setup to specific integrations.

The following sections are covered in detail:

Trades to Sheets Components

• Plan: The core workflow engine that orchestrates the data synchronization between your source and destination.
• Source Connector: Configures the input—your data origin (e.g., Interactive Brokers).
• Destination Connector: Configures the output—your data target (e.g., Google Sheets).
• Settings: The central hub for managing subscriptions, global connectors, and account preferences.

Interactive Brokers Integration

• Generate Flex Token: Step-by-step instructions on how to create the required security token within the IBKR Client Portal.
• Get Query ID (Activity Flex Query ID): Guidance on defining and locating the specific report ID necessary to pull your trade activities into Trades to Sheets.