Your Data. Your Sheet. Professional Insights.
Forensic Trade Analysis
in Google Sheets™
Most portfolio trackers just tell you if you're up or down. TradeGist tells you why.
We provide forensic trade analysis that cuts through the noise of your history to find your winning patterns and identify the habits costing you money.
It’s the essential 'gist' of your performance, delivered 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.
Built for Serious Investors
The spreadsheet power you love,
with the institutional logic you need.
Unified Asset Management
A single source of truth for Equities, Options, and Crypto. Track everything from simple stock buys to complex option assignments in one sheet.
Advanced Trade Matching
Automated LIFO and FIFO matching logic. See exactly which "buy" matches which "sell" without manual spreadsheets or errors.
Real-Time FX Impact
Full multi-currency support. Automatically fetch historical exchange rates and visualize how FX fluctuations impact your actual P&L.
Tax-Ready Reporting
Take the stress out of tax season. Automatically calculate capital gains and estimated liabilities based on your local tax rates and matching methods.
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