Investment Tracker

Track your investment portfolio automatically in Google Sheets.

Connect your brokerage, IRA, and 401k accounts and Finsemble syncs your holdings, cost basis, gain/loss, and asset allocation into a Google Sheet. Live portfolio data alongside your banking and cash flow — one complete financial picture.

Manual tracking

Update holdings and prices manually
Cost basis calculations done in your head
Portfolio separate from your cash flow view

Finsemble

Holdings synced automatically at current prices
Cost basis and gain/loss calculated automatically
Portfolio and banking in one unified sheet

Your spreadsheet lives in your Google Drive, where you control it.

Free during beta. No credit card required.

Your investment portfolio is a significant part of your net worth — and the hardest part to track.

✗ Investment portfolios can move 1-5% in a single day. A net worth calculation from last month can be off by tens of thousands of dollars. Stale investment data is worse than no data.
✗ Cost basis tracking requires knowing the price at the time of every purchase across years of transactions. Doing this manually is error-prone and time-consuming.
✗ Most financial spreadsheet tools either skip investments entirely or give you a basic balance. Gain/loss, allocation breakdown, and dividend tracking are rarely included.

Your complete investment portfolio. Synced automatically. In Google Sheets.

Finsemble Pro connects to your brokerage, IRA, and 401k accounts via Plaid and syncs your full portfolio — current holdings at live prices, cost basis, unrealised gain/loss, asset allocation, and investment transaction history. Alongside your banking data in one sheet.

Finsemble Holdings tab showing investment portfolio with cost basis and gain/loss

Finsemble Dashboard showing net worth including investment assets

Finsemble Balance History showing investment account value trends over time

Investment portfolios can move 1-5% in a single day. A net worth calculation from last month can be off by tens of thousands of dollars. Finsemble's Holdings tab pulls current market prices on every sync.

How Finsemble works

Connect your investment accounts

Link your brokerage, IRA, 401k, and other investment accounts via Plaid. Finsemble detects investment accounts automatically and activates the Holdings tab.

Your portfolio is built with current prices

Finsemble syncs your holdings at current market prices with cost basis, unrealised gain/loss, and asset allocation. Your investment transaction history is in the Inv. Transactions tab.

Net worth reflects your real position

Your Dashboard shows total assets including investment accounts — so your net worth calculation reflects your actual position, not last month's balances.

Your data stays yours.

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Read-only access

Finsemble can never move money or modify your accounts. Read-only transaction data only.

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The same bank connection layer used by Venmo, Coinbase, and 8,000+ financial apps.

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Your Drive, your data

Your sheet lives in your Google Drive permanently. Cancel anytime and every row stays yours forever.

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No credentials stored

Your bank login credentials are never stored by Finsemble. Plaid handles authentication only.

Know your real net worth. Not last month's estimate.

Investment accounts move daily. Your net worth calculation should too. Connect your investment accounts and Finsemble keeps your portfolio data current alongside your banking and cash flow.

11-day full Pro trial No credit card required Your sheet stays in your Drive forever

Frequently asked questions

Which investment account types does Finsemble support?

Finsemble supports brokerage accounts, IRA accounts (traditional and Roth), 401k accounts, and other investment accounts that are accessible via Plaid. Account availability depends on your specific institution's Plaid integration.

Does it track cost basis automatically?

Yes. Finsemble syncs your investment transaction history including purchase prices, so cost basis is calculated from your actual transaction data rather than entered manually.

Can I see gain/loss by individual holding?

Yes. The Holdings tab shows each position with current price, cost basis, unrealised gain/loss in dollars and percentage, and your allocation as a percentage of the total portfolio.

Is investment tracking available on all plans?

Investment tracking (Holdings tab and Inv. Transactions tab) is available on Finsemble Pro at $19/month or $190/year.

What does Finsemble cost for investment tracking?

Investment tracking requires the Pro plan at $19/month or $190/year. All paid plans include an 11-day full Pro trial — no credit card required to start.

Your complete investment portfolio in Google Sheets — live.

Connect your brokerage, IRA, and 401k accounts and Finsemble syncs your portfolio automatically — holdings, cost basis, gain/loss, and allocation alongside your banking data.

Free during beta. No credit card required. See pricing →