Make sure you have the required fields (see below)
Create or Edit a Portfolio. Select ‘Use Google Sheet’, Copy and paste the Google Sheet URL into the ‘GoogleSheet Url or Spreadsheet ID’ field. Set the Sheet Number (Default is 1), and set the Header Row # (Default is 1) and save the Portfolio.
Refresh the page and see data on your trades
To view the trades from a Google Sheet in The Trade Archives you have to decide how you want the trades handled.
Option a) Each row in the Google Sheet is a trade
Option b) Each row in the Google Sheet is a ‘leg’, like an individual buy/sell
The assumption is that every trade is all-in all-out (you buy 100 shares and then sell 100 shares). Here are the column names you need.
Ticker => string
Date => date format
Close Date=> date format
Size => number
Avg Buy => number
Avg Sell => number
Trade Type => must be ‘long’ or ‘short’
Close Time‘ => hh:mm
Plan => text
Results => text
Vehicle => must be either ‘share’, ‘call’, or ‘put’ default is ‘share’
Strike => number
Expiration => date
Trigger Price=> number
Target Price => number
Stop Price => number
Strategy => text
RValue => number
Interval => options: 1, 5, 10, 15, 30, 60, 240, or D
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