The Ultimate Portfolio Tracker
for Google Sheets™
Finally, a single workspace that tracks Equity, Crypto, and Options with absolute precision. Automate your daily snapshots, calculate complex taxes, and analyze your performance.
Financial Clarity, Minus the Chaos
Replace dozens of broken tabs, sticky notes, and manual calculations with automated, institutional-grade views.
The Best Google Sheets Tracker for Your Entire Portfolio.
Say goodbye to scattered spreadsheets. Our master ledger effortlessly organizes your stocks, crypto, options, dividends, and cash transactions together.
Your True Exposure, Instantly Clear.
No more doing manual math to figure out your net position. We automatically roll up every share, option contract, P&L, and tax liability into a single, crystal-clear row per ticker.
Slice and Dice Your Trading History.
Stop wrestling with clunky pivot tables. Instantly isolate your performance by asset class, specific accounts, date ranges, or market sectors to uncover exactly what is driving your returns.
Visualize Your Passive Income Pipeline.
Stop tracking payout dates on sticky notes and calendar apps. Instantly see your total dividends received, project your forward annual income, and view a precise calendar of upcoming cash hitting your accounts.
The Features Spreadsheets Usually Break On
We built the complex logic engines so you don't have to.
tradeGIST handles the heavy lifting of professional accounting right inside your Drive.
Unlimited Accounts & Tax Groups
Map trades in complete isolation. Set up unlimited accounts with custom tax rates (e.g., a standard account at 30% and a retirement account at 0%) for maximum reporting flexibility.
Cost Basis & Automated Wash Sales
Stop dreading tax season. tradeGIST automatically calculates your FIFO/LIFO cost basis, handles capital gains, and detects disallowed wash sales—ensuring absolute compliance without the manual math.
Options & Crypto Native
Stop using three different apps. Track complex options assignments, expiries, and fractional crypto trades in one unified view. Multi-currency and FX impacts are fully supported.
Automated Daily Snapshots
Don't lose your history to fluctuating APIs. tradeGIST automatically snapshots your daily performance at the close, building an accurate, permanent chart of your wealth over time.
Zero Friction Setup
Go from messy data to forensic analysis in less than three minutes.
Install the Add-on
No signup required for the free trial. Install securely directly from the Google Workspace Marketplace.
Import Your Data
Bring your own data. Paste your complete trading history and seamlessly connect to live market pricing using your personal API keys.
Click Generate
Instantly view your automated P&L, accurate tax reports, and your updated daily snapshot.
Professional-Grade Visualization
Comprehensive Performance Dashboard
Deep Dive Trade Analysis
Frequently Asked Questions
Yes, it is 100% private. tradeGIST runs entirely within your personal Google Workspace. Your financial data, API keys, and trade history never leave your Google Account. We do not have access to your data or spreadsheets.
Absolutely. tradeGIST is designed to be a unified portfolio tracker. It seamlessly consolidates fractional crypto trades, stock shares, and complex option contracts into one master dashboard, complete with multi-currency support.
Unlike generic templates that rely on fragile formulas, tradeGIST uses powerful background logic (Google Apps Script) to process your data. This enables complex accounting that is simply impossible with standard Google Sheets formulas—such as precise FIFO/LIFO matching across multiple brokerage accounts (whether grouped together or treated in isolation), automated wash sale detection, and daily historical snapshots.
For stocks and ETFs, the add-on seamlessly uses native GOOGLEFINANCE formulas. For crypto and options, it securely connects to external data providers (CoinMarketCap for crypto and Massive.com for options) using your own API keys. You also have complete freedom to override this and feed live data into the tracker using any custom formula or Google Apps Script you choose.
Ready to Take Control?
Experience the most powerful investment tracker available for Google Sheets™. No credit card required for the free trial.
Start Tracking Now