Why tradeGIST is the
Best Google Sheets Portfolio Tracker
We built the complex logic so you can focus on trading. Stop spending hours debugging fragile Google Sheets™ formulas. tradeGIST eliminates the friction, giving you institutional-grade analysis entirely within your own private ecosystem.
100% Data Privacy
Unlike apps that require Plaid links and scan your data, everything stays entirely in your Google account. Your transactions aren't stored on external servers or sold to partners. Export, delete, or share them strictly on your terms.
Cross-Account Visibility
Money is often scattered across 401(k)s, Roth IRAs, and taxable brokerages. tradeGIST aggregates every account into one unified view, revealing your true global asset allocation and risk exposure.
Infinite Adaptability vs. Rigid SaaS Apps
Traditional portfolio tracking apps trap you in fixed structures. Google Sheets™ adapts to you. Whether you are tracking complex option strategies, fractional crypto, or multiple tax groups, you can shape the workspace exactly to your workflow without fighting the software.
Real-Time Crypto, Stocks & Options Pricing
Through native GOOGLEFINANCE functions and secure external APIs (like CoinMarketCap and Massive.com), your assets auto-update. No manual price entry required. Your net worth and asset allocation are always current.
Secure Collaboration
Need to share your portfolio with a spouse or a CPA? Grant view-only or edit access instantly via Google Drive. You maintain absolute control without ever handing over sensitive brokerage passwords.
Works on Any Device
Because it runs on Google Sheets™, your portfolio is accessible anywhere. Log a trade from your phone at a coffee shop, and it instantly syncs to your desktop dashboard. No native app downloads required.
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