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Welcome to tradeGIST

Welcome to the tradeGIST Add-on for Google Sheets™! This documentation provides a comprehensive guide to help you get started, configure, and make the most of the add-on for tracking your stock, crypto, and options investments.

The tradeGIST Add-on transforms your Google Sheets™ spreadsheet into a powerful tool for managing your investment portfolio. It automates trade matching, calculates profits and losses (P&L), handles tax computations, fetches live prices, and generates insightful dashboards—all within a single spreadsheet.

Key Concepts​

Before diving into setup and usage, let's cover the foundational concepts of how the add-on works.

Spreadsheet Template​

The add-on is designed to work with a specific Google Sheets™ template file. This template provides the pre-structured layout, formulas, and scripts needed for the add-on to function optimally.

  • How to Get Started: Request a license from our main website. Once completed, the link to the official template (along with your license key) will be sent straight to your email. Open the template link and make a personal copy in your Google Drive™. This ensures you have full control and can customize it without affecting the original.
  • Why a Template?: The Add-on has been designed around a specific spreadsheet template which includes sheets, scripts, and configurations that integrate seamlessly with the add-on. Therefore, using the template is mandatory to access the add-on's functionalities.
Security & Privacy

Your data never leaves your spreadsheet. tradeGIST is built with a "Privacy-First" architecture. All your transaction history, portfolio values, and API keys are stored locally and exclusively within your own Google Sheets™ file.

  • No Central Database: We do not own or manage a database that stores your financial information.
  • Direct API Calls: When the add-on fetches live prices, it communicates directly from your sheet to the market data provider.
  • Google-Grade Security: Your data is protected by the same industry-leading security and encryption that powers your Google account.

User Input Sheets​

The spreadsheet is designed for minimal manual input to keep things simple and efficient. Only two sheets require your direct input:

  • Configuration Sheet: This is where you set up global settings such as your assets, base currency, tax rates, API keys, and other preferences. The add-on uses these to process your data accurately.
  • Transactions Sheet: Here, you log your buy, sell, and other transaction details. The add-on automatically processes these entries to generate trades, P&L, and reports.

All other sheets in the spreadsheet (e.g., Trades, Dashboard, Snapshots) are automatically generated and updated by the add-on based on your inputs in the Configuration and Transactions sheets.

warning

Do not edit these generated sheets manually, as the add-on will overwrite them during processing.

This documentation is organized into sections for easy navigation:

  • Setup Guides: Installation, configuration, and initial setup.
  • Core Features: Detailed explanations of trade matching, tax calculations, live prices, and more.
  • Advanced Topics: Multi-currency support, snapshots, caching, utility functions, and troubleshooting.

If you have questions or need support, check our FAQ or send us a message.

Happy tracking!