Fillfolio - 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.
Portfolio sync is included with paid plans. Spending & Budgets requires ULTRA or HYPER and explicit approval for each spreadsheet.
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
portfolio tabs
Manual
user-controlled sync
One sheet
no Drive-wide access
Workflow
The add-on never edits Fillfolio data. You choose what to export and when to run it. Your spreadsheet receives full financial values, ready for calculations.
Watch the add-on demoOpen the add-on sidebar and approve the connection in Fillfolio within ten minutes. Review Google's install permissions, which can include account email and personal information.
Select all portfolios, a source group, or an existing saved view. Sync includes full financial values, visible to anyone with access to your spreadsheet.
Choose Portfolio or Spending & Budgets, set your filters and click Sync reports. Sync reads stored data; it does not refresh a bank. Keep personal calculations outside managed ranges.
Workbook structure
Portfolio sync creates 10 tabs, including Settings and Sync Log. Spending & Budgets adds four worksheets after you approve Spending for this spreadsheet. Data Studio uses nine optional reporting worksheets when you opt in and run Sync all for Data Studio.
Portfolio
Accounts
Records
Spending & Budgets
Requires ULTRA or HYPER and separate Spending approval for each spreadsheet. In the add-on, choose Sync all for Data Studio, then Create Data Studio report. Check that all nine data sources use your workbook before you save the report copy.
Portfolio sync is included with paid Fillfolio plans. Spending & Budgets requires ULTRA or HYPER, supported spending-enabled banks, and a separate permission for each spreadsheet connection. Installing the add-on does not upgrade your plan.
Install Fillfolio - Portfolio Net Worth Tracker from Google Workspace Marketplace. Open its sidebar, connect Fillfolio and approve this spreadsheet. Choose Portfolio or Spending & Budgets, select your scope, then click Sync reports. Existing connections need explicit Spending approval. Sync is manual and one-way; spreadsheet edits never write back to Fillfolio.
Portfolio mode exports all holdings, a source group or a saved view. Spending & Budgets exports an overview, bank transactions, breakdown and budgets. Filter spending by dates, currency, account, exact category, budget group, search and review status. Budgets use a separate full calendar month across enabled accounts. Sync reads stored data and does not refresh banks. Currencies stay separate.
Each sync replaces the managed report ranges with the selected export, and those ranges can grow as your data grows. Keep personal calculations and notes in separate tabs. The add-on maintains its report tabs and appends sync status to the Sync Log.
The add-on declares Google permissions for the current spreadsheet, its sidebar and requests to Fillfolio. Google's install screen can also list access to your Google Account email address and personal information. Review the full permissions screen before approval. The add-on does not request Drive-wide access or send spreadsheet cell contents back to Fillfolio. Spending & Budgets also requires an explicit Fillfolio data permission per spreadsheet.
No. Sync exports full financial values so you can use quantities, prices, balances, and returns in spreadsheet calculations. Anyone with access to the spreadsheet can view those values. Fillfolio Privacy Mode only hides values in the app. Disconnecting stops future syncs; it does not erase existing cells, copies, or spreadsheet version history.
Choose Disconnect in the add-on sidebar to revoke its Fillfolio connection. Future syncs require a new connection. Reports already written to a spreadsheet remain there; remove those separately if needed.
No. Sheets sync and Fillfolio MCP access are separate connections. An AI assistant needs its own authenticated, approved MCP connection to access Fillfolio data. Installing the Sheets add-on does not authorize MCP access.
Eligible accounts can also sync bank transactions, spending summaries and budgets after approving Spending data separately for that spreadsheet. Manually sync available Fillfolio portfolio data to the current Google spreadsheet. Sync is one-way, and spreadsheet edits do not change Fillfolio or refresh connected institutions.
Use the Sheets add-on to prepare a combined portfolio, spending and budget report in Google Data Studio. The report uses an exported snapshot and requires an eligible Spending & Budgets plan plus separate Spending export permission for the spreadsheet.
Check plans and source coverage or read about separate MCP access.
Google Sheets™ is a trademark of Google LLC.
Enter your own values in a free worksheet and keep a Docs guide for review notes. You need a Google account to save a copy. Optional paid Fillfolio sync reads stored reports when you run it; spreadsheet edits do not change Fillfolio or refresh connected institutions.
Track holding values, compare allocation with your targets, and check missing cost basis.
Free manual use · 200 manual positions. Use one reporting currency; the worksheet does not convert currencies.
View the portfolio tracker templateRecord monthly asset and debt totals, compare dated snapshots, and note what is missing.
Free manual use · 12 monthly snapshots. Use one reporting currency; the worksheet does not convert currencies.
View the net worth tracker templateCompare monthly category limits with posted spending after refunds.
Free manual use · 200 manual transactions. Use one reporting currency; the worksheet does not convert currencies.
View the monthly budget planner templateFor paid connected reports, review your institution's account coverage first. Free templates remain a separate manual workflow; a Sheets sync exports stored Fillfolio data.
Review holdings and account-record dates before exporting a report.
Review bank eligibility and separate spending consent before exporting bank reports.
Google Sheets™ add-on