SheetsFinance review
Spreadsheet-based investment research with market data, brokerage sync, and options analytics.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
SheetsFinance pros and cons
- 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
SheetsFinance fact sheet, pricing and score →
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