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Configuration

Configure the tradeGIST add-on — the ⚙️ Settings dialog (base currency, API keys, tax, dashboard) and the Configuration sheet (assets, accounts, tax rates, and more).

Getting Started

Install the tradeGIST add-on, make your copy of the official template, and start tracking your portfolio — free, in three steps.

Quick Start

A step-by-step guide to start tracking your investments with the tradeGIST Add-on — your first 14 days are a full Pro trial, with no configuration or license key required.

Welcome to tradeGIST

Master your investments with tradeGIST. Learn how to automate trade matching, tax calculations, and live price fetching for stocks and crypto in Google Sheets™.