Welcome to Trades to Sheets

Welcome to the future of portfolio management! If you've ever spent hours manually copying stock tickers, wrestling with CSV formatting, or trying to calculate cost bases in a messy spreadsheet, you’re in the right place.

Trades to Sheets is designed to bridge the gap between your brokerage and Google Sheets, turning raw trade data into organized, actionable insights automatically.

📚 How to Use This Documentation

This guide is organized into four key sections to help you move from a first-time user to an automation expert.

1. Welcome

Get started here to find the right tool for your workflow and complete your initial installation.

2. Trades to Sheets Components

Explore the core building blocks—from connectors to operations—that power your data automation.

3. Google Sheet Add-on

Take a deep dive into the Add-on setup, interface walkthough and learn how to navigate its features effectively.

4. Sync Plan

Master your automation with guides on syncing IBKR data, cleaning reports, and using time-saving templates.

5. Behind the scenes

Learn how we prioritize your privacy and data integrity through secure hashing and flexible sync modes.

6. Interactive Brokers Integration

Everything you need to securely connect your IBKR account using Flex Tokens and Query IDs.