Chase
Brokerage
Google Sheets
Spreadsheet
Connect Chase to Google Sheets
Automatically sync your portfolio balances and trades to a Google Sheets spreadsheet.
Features
Everything, end to end.
From
Chase
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
To
Google Sheets
- Keep a spreadsheet up to date automatically with bank sync
- Choose exactly which transaction fields appear as columns
- Track current and historical balances on dedicated tabs
- Data syncs as real numbers and dates, ready for formulas and pivot tables
- Enrich transactions with clean merchant names, logos, and more (Pro)
Setup
How it works
Connect securely
Log in through Chase's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Chase accounts you want to sync.
Link to Google Sheets
Sync automatically
Balances, holdings, and trades flow from Chase to Google Sheets from that point on.
FAQ
Questions, answered.
Synci polls Chase for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Google Sheets within seconds.
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Chase accounts sync, and rules can transform data before it reaches Google Sheets.
No. Synci connects to Chase through a secure data provider, which means authentication happens on Chase's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to Chase through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Chase.