Introducing Investments

Connect Your Brokerage toYour Spreadsheets

Access all of your portfolio information across broker accounts in one single view. See real-time positions, performance, and tax-ready data.

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• Your data is encrypted and secure
Splash
Connects with 30+ top financial institutions via SnapTrade
Robinhood
Robinhood
Fidelity
Fidelity
Charles Schwab
Charles Schwab
TD Ameritrade
TD Ameritrade
E* Trade
E* Trade
Interactive Brokers
Interactive Brokers
Vanguard
Vanguard
CoinBase
CoinBase
Bank - Level Security
Bank - Level Security
256-bit TLS encryption end-to-end
Data Privacy
Data Privacy
Read-only access
SOC2 Compliant
SOC2 Compliant
SOC 2 Type II audited controls
All Your Investments in One Place
Connect once, stay synced
Connect once, stay synced
Automatic daily refresh—no manual CSV dumps ever again. All your broker accounts in one place.
Track Performance
Track Performance
Live quotes and gain/loss tracking by position, sector, or custom tag.
Portfolio Analysis
Portfolio Analysis
Calculate IRR, Sharpe, and factor exposure at a glance.
Custom Reports
Custom Reports
Build pivot-ready tables for earnings season, rebalancing, or tax prep.
Bank-Level Security
Bank-Level Security
256-bit encryption and SOC 2 controls keep your data locked tight.
Tax Optimization
Tax Optimization
Instantly surface wash-sale or tax-loss harvesting opportunities.
How it works
Connect Your Accounts
Connect Your Accounts
Securely connect your brokerage accounts (read-only API access)
Track Your Investments
Track Your Investments
Sync & stream live balances, trades, and historical fills into any sheet cell.
Optimize Your Strategy
Optimize Your Strategy
Analyze & optimize your investment strategy based on stock and broker data all in one place.
Ready to take Control of Your Investments?
Revolutionize your workflow with Wisesheets
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