What the add-on does
Fillfolio for Google Sheets adds a sidebar that connects your Fillfolio account and manually writes portfolio reports into managed workbook tabs. It is built for portfolio tracking, allocation review, holdings records, transaction review, watchlists, and export workflows.
Sync model
- Manual sync only; no scheduled background refresh.
- One-way export from Fillfolio to the active spreadsheet.
- Spreadsheet edits are never imported back into Fillfolio.
- Paid Fillfolio account required for live sync.
Requested Google access
The add-on requests only the scopes needed to update the current spreadsheet and call Fillfolio's API. It does not request Drive-wide access, Gmail, Calendar, Docs, or Google account profile data.
Why Fillfolio requests these scopes
spreadsheets.currentonly lets the add-on create and update managed report tabs only in the spreadsheet where the add-on is installed or used. Fillfolio does not request permission to scan every file in Google Drive.
script.external_request lets the add-on connect to Fillfolio.com for connection approval, export data, sync logging, and disconnect requests.
Data handling
The add-on may send a hashed spreadsheet identifier, spreadsheet name, selected sync scope, masked-mode preference, connection code, and add-on access token to Fillfolio. Fillfolio stores token hashes and sync metadata to authorize one-way manual syncs, troubleshoot failures, and revoke disconnected add-ons.
Fillfolio is portfolio tracking software for recordkeeping and analysis. It is not a broker, custodian, investment adviser, tax adviser, legal adviser, or trading tool.