Google Sheets Add-In

The Stock Events Google Sheets Add-In brings your portfolio data directly into Sheets. Access live stock prices, dividend metrics, portfolio holdings, and individual position details — all updating automatically in your spreadsheet.

PRO feature: Using the Google Sheets Add-In is only supported for Stock Events Pro users.

Installing the Add-In

  1. Open the App in the Marketplace
  2. Click Add to install.
  3. Once installed, a Stock Events button will appear in the Extensions tab of the ribbon in your Google Sheets files

Signing In

The add-in uses a device-based login flow. You authenticate in your browser, and the add-in picks up the session automatically.

  1. Click the Stock Events button in the Home tab to open the task pane.
  2. Click Login. A browser window will open.
  3. Sign in with your Stock Events account in the browser. If you are already signed in, the connection will complete automatically.
  4. Return to Sheets. The task pane will update to show your username and a list of your portfolios.

You only need to sign in once. The session persists until you explicitly sign out or your Pro subscription expires.

Signing Out

Click Sign Out at the bottom of the task pane. All functions will stop returning data and show #LOGIN! until you sign in again.

Using Functions

All functions use the STOCKEVENTS namespace. Type =STOCKEVENTS. in any cell and Sheets will show the full list of available functions.

Market Data

These functions take a stock ticker symbol as input.

=STOCKEVENTS_STOCK_PRICE("AAPL")
Returns the current market price of a stock.

=STOCKEVENTS_STOCK_CHANGE("AAPL")
Returns the 24-hour price change as a percentage.

=STOCKEVENTS_STOCK_DIVIDEND_YIELD("AAPL")
Returns the trailing annual dividend yield.

=STOCKEVENTS_STOCK_NAME("AAPL")
Returns the full company name (e.g., "Apple Inc.").

Dividends

These functions take a portfolio name as input and return dividend metrics for that portfolio.

=STOCKEVENTS_DIVIDENDS_INCOME("Watchlist")
Returns the total projected annual dividend income.

=STOCKEVENTS_DIVIDENDS_YIELD("Watchlist")
Returns the current weighted dividend yield of all holdings.

=STOCKEVENTS_DIVIDENDS_YIELD_ON_COST("Watchlist")
Returns the dividend yield based on your weighted average purchase price.

Holdings

These functions take a portfolio name as input and return aggregate portfolio data.

=STOCKEVENTS_HOLDINGS_VALUE("Watchlist")
Returns the total current market value of all positions.

=STOCKEVENTS_HOLDINGS_GAIN("Watchlisto")
Returns the total unrealized profit or loss across all positions.

=STOCKEVENTS_HOLDINGS_LIST("Watchlist")
Returns a vertical list of every ticker symbol in the portfolio. This is a dynamic array — it spills into the cells below automatically.

Positions

These functions take both a ticker symbol and a portfolio name, and return data for that specific position.

=STOCKEVENTS_POSITION_VALUE("AAPL"; "Watchlist")
Returns the current market value of the position.

=STOCKEVENTS_POSITION_SHARES("AAPL"; "Watchlist")
Returns the total number of shares held.

=STOCKEVENTS_POSITION_GAIN("AAPL"; "Watchlist")
Returns the unrealized gain or loss for the position.

=STOCKEVENTS_POSITION_AVG_COST("AAPL"; "Watchlist")
Returns the average purchase price (cost basis) per share.

Portfolio Names

Use the exact portfolio name as it appears in the Stock Events app. After signing in, the task pane lists all your portfolios — use those names in your formulas.

To reference all your portfolios combined, use "Combined" as the portfolio name:

=STOCKEVENTS_HOLDINGS_VALUE("Combined")

Errors

If a function cannot return data, it will display one of the following error values:

LOGIN!
You are not signed in. Open the task pane and click Login.

INVALID_TICKER
The ticker symbol was not recognized. Check the spelling and make sure you are using the correct exchange symbol.

PORTFOLIO_NOT_FOUND
No portfolio matches the name provided. Open the task pane to see your exact portfolio names.

ERROR!
A temporary issue occurred. The function will retry automatically on the next refresh cycle.

Tips

  • You can reference cell values instead of typing strings directly. For example, if cell A1 contains "AAPL", use =STOCKEVENTS_STOCK_PRICE(A1).
  • Use HOLDINGS_LIST to spill all your tickers into a column, then use STOCK_PRICE or POSITION_VALUE next to each one to build a live dashboard.

Need Help?

If you run into any issues, contact us at support@stockevents.app.