Your Data. Your Sheet. Professional Insights.
Automated Trade Analysis in Google Sheets™
Most portfolio trackers just tell you if you're up or down. tradeGIST tells you why.
Our forensic trade analysis cuts through the noise of your history to find your winning patterns and identify the habits costing you money—delivering the essential 'gist' of your performance with institutional-grade depth.
Simplified Workflow
Get a License & Copy
Request a free license from the pricing page. You'll receive your license key and a link to the sheet template by email.
Log Transactions
Enter your buy/sell orders. No need to worry about the math or exchange rates.
Instant Reports
Click "Generate Trades" to see your automated P&L, tax reports, and dashboards.
The Ultimate Portfolio Tracker for Google Sheets™
Track equity, options, and crypto all in one unified dashboard.
Uncover your true performance with tax reporting and historic trade analysis.
Historic Trade Analysis
Unlock full historic trade analysis. Know exactly which shares got sold from hundreds of previous open positions with absolute precision.
Automated Tax & FX Reporting
Instantly generate accurate tax reports using FIFO or LIFO matching methods—fully taking into account FX impacts on your P&L and ROI.
Unified Portfolio Tracker
The only Google Sheets™ template on the market giving you a single, holistic workspace to track equity, options, and crypto together.
Professional-Grade Visualization
Comprehensive Performance Dashboard
Unified Transaction Ledger
Ready to Take Control?
Join our beta program and experience the most powerful investment tracker available for Google Sheets™.
Get Beta Access