Fidelity
Brokerage
Google Sheets
Spreadsheet
Connect Fidelity to Google Sheets
Automatically sync your portfolio balances and trades to a Google Sheets spreadsheet.
Features
Everything, end to end.
From
Fidelity
- 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)
I love YNAB, but Synci has made it actually usable for me. Also great support!
Obeq
Gift from God: Just want to say thank you for a seamless experience together with YNAB.
emiliusap
Discovered Synci via a Reddit ad. Finally a helpful ad! Works great! Thank you for the good service.
Qllervo
Thank you so much for Synci! Not being able to automate my budget for 3 months definitely made me realise just how valuable YNAB is to me, and I'm incredibly glad and relieved that I found a service that makes everything work again.
Jonna
Easy YNAB sync with good support: Works well, and is easy to set up. Quick and friendly support.
Kristoffer
Trustpilot
I just signed up. Been a manual entry YNAB user for many years. This is great!
JanBrogger
[Synci] works flawlessly so far and I have not encountered any problems. Highly recommended!
Amazing-Wasabi-2145
Setup
How it works
Connect securely
Log in through Fidelity's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Fidelity accounts you want to sync.
Link to Google Sheets
Point those accounts at your spreadsheet(s) in Google Sheets.
Sync automatically
Balances, holdings, and trades flow from Fidelity to Google Sheets from that point on.
Pricing
Pay per connection.
Pick the plan that matches how often you want fresh data and how far back you need to look. All plans include a 14-day free trial.
Basic
Our entry pay-per-connection plan. Perfect for people with simple needs.
connections
€2.00/month
€23.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- 2 rules per connection
- Bank sync every 6 hours
- 60-day data retention
- Not included:Priority support
AI assistants:
- 60 days of history for your AI assistant
- Not included:Merchant identification
- Not included:Transaction categorization
Pro
Depth for your AI assistants and budgeting tools: enrichment, up to two years of history & fast sync.
connections
€4.33/month
€51.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- High-frequency bank sync (every 30 min)
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
Business
Unlimited pay-as-you-go plan tailored to developers and businesses.
connections
Usage-based pricing
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- High-frequency bank sync (every 30 min)
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
FAQ
Common questions
Synci polls Fidelity 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 Fidelity accounts sync, and rules can transform data before it reaches Google Sheets.
No. Synci connects to Fidelity through a secure data provider, which means authentication happens on Fidelity's own login flow. Your login credentials are never shared with or stored by Synci.
Synci currently connects to Fidelity through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Fidelity.