This project is scheduled for launch
Launch date: Monday, May 24, 2027 at 08:00 AM UTC

Trades to Sheets is a powerful SaaS solution that seamlessly integrates your Interactive Brokers (IBKR) trade data directly into Google Sheets. It acts as a robust background engine for maintaining an audit-ready ledger of all your financial activities and provides a convenient sidebar add-on for real-time portfolio tracking and deep-dive analysis within your spreadsheet environment. This tool is designed for investors, traders, and spreadsheet architects who demand total data transparency, automated record-keeping, and flexible customization for their financial reporting.
Key Features
Automated Background Sync: Builds a permanent, audit-ready history of trades, dividends, and corporate actions with daily IBKR Flex Query pulls.
Google Sheets Add-on: Provides a sidebar for instant access to account snapshots and raw IBKR data directly within your spreadsheet.
Custom Functions: Utilize powerful, standard Google Sheets formulas to pull portfolio information into any cell.
Total Data Transparency: Delivers original, unedited IBKR Flex Query records, ensuring you can audit every transaction.
Open-Logic Templates: Offers beginner-friendly templates with modifiable formulas for personalized reporting.
Hands-Free Delivery: Eliminates manual export-import cycles by automatically fetching and delivering raw IBKR data.
Use Cases
Trades to Sheets is ideal for the "Easy Start" Investor who wants to track portfolio performance without the hassle of manual CSV imports. With simple setup and ready-to-use templates, investors can get professional reports running in minutes, benefiting from automated daily updates that keep their financial overview current and accurate. For the "Audit-Ready" Trader, this SaaS provides unparalleled data transparency. Users can verify every dividend, tax lot, and interest payment directly against the raw IBKR data, building comprehensive historical trade archives. This eliminates reliance on "Black Box" applications, offering complete confidence in financial records for tax purposes or personal audits. The "Spreadsheet Architect" will find Trades to Sheets invaluable for building custom reports and complex financial models. The add-on's custom functions allow for pulling raw, API-level data directly into any cell, enabling infinite customization for rebalancing models, risk sheets, and advanced analytical dashboards.
User Experience and Support
Trades to Sheets emphasizes ease of use with "simple setup" and "ready to use templates" for beginners, while also catering to advanced users with "open-logic templates" and "custom functions." The templates use standard Google Sheets formulas, making them inspectable and modifiable. The FAQ section addresses common concerns about data storage and real-time data, indicating a focus on user understanding and control. Support is implied through documentation and the FAQ, allowing users to "View the Full FAQ."
Technical Details
The core of Trades to Sheets relies on a secure bridge that fetches data directly from Interactive Brokers using daily IBKR Flex Query pulls. This data is then delivered to the user's Google Sheet. The system is designed to *not* store financial data on its own servers, ensuring data privacy. The Google Sheets add-on leverages custom functions within the Google Workspace environment to interact with this data, providing a native spreadsheet experience.
Pros and Cons
Pros:
Automated, hands-free data synchronization from IBKR.
Complete data transparency with raw, unedited IBKR records.
Highly customizable templates and reporting logic.
Secure bridge; no financial data stored on third-party servers.
Integrates natively with Google Sheets, leveraging familiar tools.
Cons:
Limited to Interactive Brokers (IBKR) as the data source.
Data is based on official business day reports, not real-time.
Requires familiarity with Google Sheets formulas for advanced customization.
Conclusion
Trades to Sheets offers a robust and transparent solution for managing and analyzing Interactive Brokers trade data within Google Sheets. Its blend of automated data delivery, open-logic templates, and deep customization capabilities makes it an essential tool for investors and traders seeking control and clarity over their financial records. Explore Trades to Sheets today to transform your trade data into actionable insights.
Comments will be available once the project is launched.
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