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Trades to Sheets
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Documentation Index

A complete reference for Trades to Sheets.


Welcome

  • Welcome to Trades to Sheets View
  • Sync Plan vs. Google Sheets Add-On: Which is Right for You? View
  • Install Add-On View

Trades to Sheets Components

  • Sync Plan View
  • Sync Plan: Operations View
  • Source Connector View
  • Destination Connector View
  • Settings View

Google Sheet add-on

  • Setup View
  • Add-on Walkthrough View

Sync Plan

  • How to Sync Interactive Brokers Trade Data to Google Sheets View
  • How to Clean Up Messy Reports in Seconds View
  • How to Use Templates to Streamline Your Routine Setup View

Behind the scenes

  • Understanding Plan Hash: Privacy-First Syncing View
  • Confidence by Design: Understanding Regular, Force Run and Test Run View

Interactive Brokers Integration

  • The Architecture of Trust: Understanding Flex Queries and Data Security View
  • Generate Flex Token View
  • Get Query ID (Activity Flex Query ID) View
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