SheetsFinance
SheetsFinance: Spreadsheet-based investment research with market data, brokerage sync, and options analytics. Ranked #17 of 20 in Google Workspace for Finance Software by our editors (6.8/10); pricing: 15-day trial; best for investors building market-analysis spreadsheets.
At a glance
- Editor score6.8 / 10
- Pricing15-day trial
- Best forInvestors building market-analysis spreadsheets
- Free planNo
- Paid from$10.95/mo
- Finance functionAccounting
- Facts checked24 Sep 2026
Where it wins
- Adds real-time and historical market data to Google Sheets and Excel
- Combines financial statements, ratios, price history, and technical indicators
- Brokerage sync can bring holdings, balances, orders, and transactions into spreadsheets
Where it doesn't
- Focused on investment research, not business accounting or finance operations
- Market Data plans are paid, with no free plan
- Support channels are documentation and community
Our verdict on SheetsFinance
SheetsFinance provides spreadsheet add-ons for investors and analysts who want to build watchlists, valuation models, and market-analysis workbooks in Google Sheets or Microsoft Excel. Its Market Data product supplies real-time and historical quotes, company financial statements, ratios, metrics, price history, and technical indicators through spreadsheet functions. Separate Brokerage and Options products support investment-account data and options research, keeping the product centered on investing rather than general business finance.
The spreadsheet workflow is the main draw: market information can sit alongside formulas and analysis in Sheets or Excel. The Function Generator helps build spreadsheet formulas, while a stock screener, symbol search, and investment-analysis templates support research tasks. Brokerage connections can sync holdings, balances, orders, and transactions; according to the vendor, these connections read account data and do not place trades or move money. This makes SheetsFinance relevant to people who prefer spreadsheet-based portfolio and security analysis, but not a substitute for accounting or operational finance software.
Market Data Basic costs $16.95 per month with monthly billing or $10.95 per month billed annually. Investor is $24.95 monthly or $15.95 per month billed annually; Analyst is $29.95 monthly or $19.95 per month billed annually. Market Data Pro (Business) is $98 monthly or $79 per month billed annually. A 15-day trial is available without a card requirement, but there is no free plan. Choose it if spreadsheet-native investment research and brokerage data are priorities; look elsewhere for accounting workflows or broader business-finance functions.
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SheetsFinance pricing
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SheetsFinance fact sheet
| Free plan | No |
|---|---|
| Paid from | $10.95/mo |
| Finance function | Accounting |
| Accounting integrations | Not verified |
| Bank-feed sync | No |
| Approval workflows | No |
| Automation rules | Not verified |
| API access | Not verified |
| Audit trail | Not verified |
| Free trial | 15 days · no card needed |
| Deployment | Cloud, Browser extension |
| Platforms | Web |
| Support | Docs, Community |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 3 integrations: Google Sheets, Microsoft Excel, Brokerage connections |
| Pricing | 15-day trial (source) |
| Website | sheetsfinance.com |
| Facts checked | 24 Sep 2026 |
SheetsFinance integrations
SheetsFinance lists 3 integrations on its own site.
- Google Sheets
- Microsoft Excel
- Brokerage connections
Alternatives to SheetsFinance
- AnaplanAn enterprise planning platform spanning finance, workforce, and cross-functional scenarios.9.3
- CubeA broad FP&A platform for teams that need spreadsheet-linked planning and consolidation.8.8
- PigmentA connected planning platform for budgeting, forecasting, scenarios and consolidation.8.7
See all SheetsFinance alternatives →
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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