Pricing for the tradeGIST Google Sheets™ Add-on
Get the Pro tier at a 50% discount during launch.
Every install starts with 14 days of full Pro
Every feature, no transaction cap, from your first run. No signup, no email, no credit card.
After 14 days, continue on Starter or Pro.
Or don't: it reverts to a free tier capped at 30 transactions, with nothing charged. Everything you imported stays in your sheet — nothing is deleted, hidden or locked.
Starter
Renews automatically each year. Cancel any time before renewal.
Unlimited transactions, for tracking what you hold now.
Shows what you hold: open positions, lots, the dashboard, daily snapshots. It does not output closed trades — so no realised gains, wash sale detection or tax reporting.
Also not included: options transactions, tax groups and per-account isolation, trade categories, custom fields on snapshots.
- Unlimited transactions in your spreadsheet — the 30-transaction cap is lifted
- Lot-level FIFO & LIFO cost basis maintained across your accounts, applied to the positions and lots you still hold
- Daily historical portfolio snapshots to track long-term performance
- Multiple brokerages (e.g. Fidelity, Robinhood, Coinbase) consolidated into one stock and crypto dashboard
- Automated dividend tracker featuring projected yearly income and upcoming ex-dividend dates
- Your imported history kept correct as it changes: stock splits adjusted without manual edits, and custom FX rates per transaction for multi-currency portfolios
- A library of custom functions for your own views, and every update to the add-on and sheet template while your subscription runs
Already have a Starter license?
Pro
Normal price: $119/year
Renews automatically each year. Cancel any time before renewal.
Unlimited transactions, and every output the add-on produces.
Adds closed trades: every sale matched to the lots it closed, written to your sheet.
That matched history is where realised gains, wash sale detection, options accounting and tax reporting come from.
Launch offer: Get 50% off your first year of the Pro license.
Valid until September 15, 2026. Renewals are at the regular price.
- Everything in Starter, and the accounting it leaves out:
- Options tracked in the same ledger as stocks and crypto: assignments, exercises and expiries matched to the lots they close*
- Customizable tax reporting calculations by year and asset class (short-term vs long-term capital gains)
- Advanced Multi-Account Isolation: Filter, separate, or consolidate any number of brokerage accounts
- Create custom tax groups: Assign different tax rules per account for tax season
- Automated wash sale calculator that correctly limits disallowed losses and adjusts your cost basis automatically
- Trade categories: match specific buys to specific sells to see how a strategy performed, separately from the FIFO/LIFO matching your taxes require
- Add any custom values to your daily snapshots to keep track of any related data you want (e.g. total deposits/withdrawals, PnL, or even your portfolio's carbon footprint)
- Priority support access
* Options cost basis, lot matching, wash sales and realised P&L are computed from your imported history — no API key needed. Live quotes for open option positions (current value, unrealised P&L, and daily snapshots that include them) require a paid Massive.com plan, billed by Massive, or prices you enter manually.