I’ve had the paid version for a while, and I’ve asked support to take a look at integrating more Swiss banks
They’re using Plaid / Flanks / Wealthreader as external data providers - and those don’t seem to have Switzerland as the highest priority
My issue is given the bulk that I care about has to be put in manually, I have to keep the excel spreadsheet anyway 
Edit: at least IBKR integration works 
I’m using a Excel 2010 desktop with some VBA that Copilot wrote and I fixed, to scrape from Yahoo Finance. For ISINs it doesn’t recognise e.g. UK Gilts, I tweaked the VBA to get data from hl.co.uk, their pages have static data that is easy to parse.
I don’t bother with individual transactions, but I do plot the key numbers from my tax return each year.
6 years later and still doing the same. Works like a charm. Improved the sheet every year.
I actually went the other way, because I started having issues with a lot of my ETFs not being available anymore in the Google Finance function pull
I came across an app called getquin. Even with the free version, it does the job for investments
any empty excel or google sheets someone is willing to share beofre i let Claude generate one?
If you use claude code anyways, you can also create a webapp which also does forecast, graphs etc.
I’ll only invest in an ETF if it shows up in Google Finance
This is my Google Sheets main tab. The 2nd tab is the monthly tracking (manually) and the 3rd is all about projections.
I also encountered the same issue. Particularly with JP stocks. I went through different phases:
Now, I used AI to have an Apps Script custom function that gets the info from Yahoo Finance JSON API. Works like a charm. It’s just a small function you paste into the sheet’s Apps Script editor:
function STOCKPRICE(symbol) {
var url = "https://query1.finance.yahoo.com/v8/finance/chart/" + symbol + "?interval=1d&range=1d";
var response = UrlFetchApp.fetch(url, {
headers: { "User-Agent": "Mozilla/5.0" },
muteHttpExceptions: true
});
var json = JSON.parse(response.getContentText());
return json.chart.result[0].meta.regularMarketPrice;
}
Then in a cell you just call =STOCKPRICE("8053.T"). Yahoo uses the .T suffix for Tokyo, so Sumitomo 8053 becomes 8053.T. Same function works for other exchanges by swapping the suffix (.SW for SIX Swiss, .L for London, .PA for Paris, plain ticker for US). It’s not blocked by Google, needs no API key, and returns clean JSON, so it’s been stable ever since.
Can’t share mine, it’s currently held together with tape and prayers while I migrate the whole thing off Sheets into a webapp, so it’d be more of a curse than a gift right now.
Honestly though, if you’ve already got Claude, don’t even bother hunting for an empty template. Just tell it what you want to track (your columns, the calcs, whatever ratios you care about) and it’ll spit out a clean sheet in one shot, tailored to you instead of some random guy’s layout you’ll end up gutting anyway.
And if you catch the bug like I did, the natural next step is ditching the spreadsheet altogether. That’s what I’m doing now, having agents build me a small webapp instead. I host it on Cloudflare Pages (free, deploys straight from a git push, zero trust id) with a D1 database behind it. Costs me basically nothing.
So yeah, let Claude cook. Worst case you get a spreadsheet in 5 minutes, best case you end up with something way better than anything we could hand you.
I’m using this for Swisscanto funds (Finpension):
function FUNDNAV(isin) {
isin = isin.toString().trim();
const cache = CacheService.getScriptCache();
const cached = cache.get(isin);
if (cached) return Number(cached);
const url = `https://products.swisscanto.com/products/api/funds/${isin}?segment=INSTITUTIONAL&country=CH&language=DE`;
try {
const resp = UrlFetchApp.fetch(url, { muteHttpExceptions: true });
const price = JSON.parse(resp.getContentText()).fundDetails.summary.navCourse.price;
cache.put(isin, price, 18000);
cache.put(isin + "_ts", new Date().toISOString(), 18000);
return price;
} catch(e) {
return "Fehler: " + e.message;
}
}
Then a simple =FUNDNAV(“CH1529090479”) in a cell.
Same for me, getquin has all the ETFs and mutual funds and I like it. The only drawback is that it becomes very slow when the number of transactions grows.
I am currently maintaining a two-fold approach.
My own build Excel which has a lot of the history, but has limited analysis capabilities. More my scratch pad, if I want to change things.
For regular tracking and analysis, started a year or so ago to use Parqet. Yes, it costs money, but I have to say, the visualisation and analysis options (drill-down into ETFs), I really enjoy. Prefer this over getquin as I do not like this ‘social network’ aspect.
Parqet is not perfect as it still has some minor issues if you manage a multi-currency portfolio as everything will be always translated to your base currency (CHF) even if you enter non-CHF transactions using non-CHF funds (from IBRK for example) => not a major issue, but just means, I can never get my IBKR cash balances to match perfectly. No issue with a single currency portfolio like my secondary one on Saxo.
I would prefer Parqet too visually and would be happy to pay, but it doesn’t automatically add dividends and it would be too much work to add them manually. I don’t trust providers without a banking license enough to connect them to my bank, in case of data leaks, so I have to rely on imports.
I don’t use getquin’s social network.
Guys, SaaS providers come and go. Some have amazing features, and consciously cut them down. Others get lost in features and turn uber complicated. Do you really want to put your financial future in the hands of a SaaS provider? I am investing since 2001, can maintain my TWR and MWR since 2010 (it bugs me that I lost precise performance history beyond just month end data there) and trust me, its a matter of time until these players go out of service. Did you never consider either buying a “boring”, one-time-purchase off the shelf software (quicken or whatever) that will still be around in 10 years (as you worst case just run ti on an old PC without internet access)… or to simply build an Excel that you keep using forever?
I started with an Excel … and still maintain the transactions in there. But that ‘only’ gives me a current snapshot and not really historical performance as I do not save all historical prices day by day.
Then I moved on to Portfolio Performance, which gave me more details and more analysis. But for me being stuck locally with a less than attractive software and at a maximum a less than great mobile experience was not enough.
So currently with Parqet .. and yes, they can shut down tomorrow, but hey, I still have my transactions in an Excel and CSV and can just import somewhere else.
My wife has created a google sheet for doing this, it’s still very bare bones and for me, even that is more than enough…
I do of course understand that it motivates people’s to see the “XP bar” go up as time passes and they invest, but I also think it’s a bit of a time sink - and paying money to track your money feels like paying a bank so you can put your money thate - wrong to me 
.
But maybe I am missing something and there are super good arguments for it I don’t see.
I am Spartan. Just a spreadsheet with five columns: Year, Gesamtvermögen (from tax declaration), 3a, pension fund, and total. Updated yearly after filing taxes 
You’re absolute Zen too! I mean currently about 6 months until your next NW update. How do you even sleep at night!?!
