Google Sheets Portfolio Tracker Pricing
Choose the best plan for your tradeGIST workspace.
Get our Pro tier at a 50% discount during launch.
Free
$0 / forever
Experience our Google Sheets™ tracker with full features for small portfolios.
- Up to 30 transactions in your sheet
- Track your portfolio with no license or email required
- Fully explore all Pro features before buying
Starter
$29 / year
For everyday investors seeking automated tracking, accurate cost basis, and dividend reporting for stocks and crypto.
- Unlimited transactions in your spreadsheet
- Automated cost basis calculator with precise FIFO & LIFO matching
- Daily historical portfolio snapshots to track long-term performance
- Unified stock & crypto tracker in a single dashboard
- Automated dividend tracker featuring projected yearly income and upcoming ex-dividend dates
- Consolidate multiple brokerages (e.g. Fidelity, Robinhood, Coinbase) into one unified portfolio
- Automated stock splits handling: adjust historical transactions without any manual edits
- Seamless multi-currency support: Set custom FX rates per transaction to isolate the exact impact of foreign exchange fluctuations on your P&L
- Loads of custom functions to help you go deeper in your portfolio analysis.
- All the updates and improvements we make to the add-on and sheet template during your subscription period
Already have a Starter license?
Pro
$59.50 / year
Normal price: $119/year
For power users requiring options tracking, multi-account isolation, wash sale detection, and advanced tax reporting strategies.
Early Supporter Offer: Get 50% off the Pro license!
Your 50% discount rate is locked in forever — you will always renew at 50% off the regular price.
- Everything in Starter, plus:
- Complete options tracking spreadsheet capabilities alongside stocks and crypto
- Customizable tax reporting calculations by year and asset class (short-term vs long-term capital gains)
- Advanced Multi-Account Isolation: Filter, separate, or consolidate infinite brokerage accounts instantly
- Create custom tax groups: Assign different tax rules per account for massive flexibility during tax season
- Automated wash sale calculator that correctly limits disallowed losses and adjusts your cost basis automatically
- Custom trade categories (flag by strategy, bot, or signal) for advanced portfolio analysis
- 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