Aggregate positions
Review supported positions and balances across connected investment accounts in one portfolio view.
P
Brokerage
Connect Public to Fillfolio, Google Sheets™ & MCP
Fillfolio supports read-only portfolio aggregation through Public. Review available holdings, activity coverage, limitations, and the connection model before you connect.
Status
Supported
Connection type
Brokerage
Availability
Availability varies by institution, account type, and provider coverage
Method
Read-only account authorization
Available data
- Current positions
- Account balances
- Supported activity history
Coverage and limitations
Account, position, and activity coverage depends on the institution and account type. Fillfolio does not enable trading.
Connection guide
How to connect Public
- 1
Choose Public from the connection search and continue to the secure authorization flow.
- 2
Sign in with the institution and approve only the accounts you want Fillfolio to display.
- 3
Return to Fillfolio and review the synchronized accounts, coverage, and freshness status.
Practical uses
What you can do with this connection
Keep sources identifiable
See the institution and account behind each synchronized holding rather than flattening away its origin.
Handle incomplete history honestly
Show cost basis and activity only when the connected account provides enough reliable data.
Use your data
Available Fillfolio surfaces
Questions
Before you connect
What can Fillfolio show from Public?
Current positions, Account balances, Supported activity history. Exact availability depends on the connected account and the data the source provides.
Can Fillfolio transact through Public?
No. Fillfolio is read-only portfolio tracking software. It cannot trade, transfer, approve, sign, or move money.
Can Public availability change?
Account, position, and activity coverage depends on the institution and account type. Fillfolio does not enable trading.
Related brokerages
Fillfolio is not affiliated with, endorsed by, or sponsored by Public. Public and its marks belong to their respective owner. This page describes technical compatibility only. Fillfolio is portfolio tracking software, not investment, tax, or legal advice.