Trades to Sheets

Trades to Sheets is a Google Sheets Extension designed for active traders, options strategists, and portfolio managers who want full control over their investment data. By connecting directly to Interactive Brokers (IBKR) via automated Flex Queries, Trades to Sheets syncs your raw trade history, open positions, dividends, and cash flows into clean, structured spreadsheet data. Skip the manual CSV exports, custom Python scripts, and third-party login permissions. Trades to Sheets delivers hands-free data flow so you can focus on performance, risk management, and trading strategy. Key Features Automated Flex Query Sync: Connects directly to IBKR’s native reporting engine to automatically fetch daily trades, execution details, fees, and open positions without touching a line of code. Native Google Sheets Add-on: Access and manage sync settings directly inside your spreadsheet sidebar—no external software or complex dashboard setup required. Multi-Asset & Multi-Currency Support: Handles stocks, options, futures, forex, bonds, and dividends, complete with base-currency conversion metrics. Clean, Uncluttered Data Normalization: Converts raw IBKR report outputs into standardized, duplicate-free rows ready for formulas, pivot tables, and custom charting. Flexible Date Ranges & On-Demand Refresh: Sync historical trade data over custom timeframes or run on-demand refreshes whenever you need updated metrics. Read-Only & Privacy-First Architecture: Leverages official IBKR Flex Web Service tokens. The extension only reads reporting data—it never asks for account credentials, nor can it execute trades or move funds. What Makes It Different? Manual CSV Exports vs. Trades to Sheets: Manual CSV exports require daily logins, manual downloads, and tedious file formatting. Trades to Sheets offers 100% hands-free, automatic data flow directly into your target sheet. API Code / Python Scripts vs. Trades to Sheets: Custom scripts are hard to set up, break easily when dependencies update, and require ongoing maintenance. Trades to Sheets requires zero code and works out of the box via a simple Google Sheets Extension sidebar. Generic Aggregator Add-ons vs. Trades to Sheets: Generic aggregators often break options chain data, mess up multi-currency tracking, or charge steep monthly subscriptions. Trades to Sheets uses IBKR's precise Flex Query engine, maintaining trade IDs, options strikes, and exact multi-currency accounting. Real Outcomes Users Can Expect: Save 3+ Hours Every Week: Eliminate daily manual logging, CSV conversions, and error-prone copy-pasting. Build Powerful, Custom Trading Journals: Easily track win/loss ratios, trade setups, profit/loss by strategy, and execution slippage using familiar Google Sheets formulas like SUMIFS, QUERY, and PIVOT.