Google Sheets™ add-onFillfolio - Portfolio Net Worth Tracker
Turn a connected Fillfolio portfolio into a clean Google Sheets™ spreadsheet without rebuilding holdings, cash, debt, and allocation reports by hand. Keep separate Excel-compatible XLSX exports ready when you need a portable workbook.
Fillfolio Portfolio Review
Saved to this spreadsheet
| Symbol | Source | Quantity | Value | Day |
|---|---|---|---|---|
| VTI | Fidelity | 42.00 | $12,814.20 | +1.2% |
| NVDA | Robinhood | 18.00 | $3,229.56 | +2.7% |
| BTC | Coinbase | 0.42 | $29,704.08 | -0.4% |
| USD | Manual cash | 8,420.00 | $8,420.00 | +0.1% |
10
managed report tabs
Manual
user-controlled sync
One sheet
no Drive-wide access
Workflow
From portfolio to workbook in three deliberate steps.
The add-on never edits Fillfolio data. You choose what to export, when to run it, and whether portfolio values should be masked.
- 01
Connect your Fillfolio account
Approve a short-lived connection in Fillfolio. The add-on does not request your Google email or profile.
- 02
Choose scope and privacy
Select the report scope and enable masked mode when the workbook should hide sensitive values.
- 03
Sync the managed tabs
Refresh the workbook on demand and keep an append-only Sync Log for status and troubleshooting.
Workbook structure
The portfolio views you expect, already organized.
Portfolio
Accounts
Records
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