Google Sheets Integration

 Steps:

• Make your Google Sheet public (https://support.google.com/docs/answer/183965?co=GENIE.Platform%3DDesktop&hl=en)

• 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

Option a)

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.

Required Columns: 

• Ticker => string
• Date => date format
• Close Date => date format
• Size => number
• Avg Buy => number
• Avg Sell => number
• Trade Type => must be ‘long’ or ‘short’