Brokerage and Crypto Syncing is Here

Redbark started as a way to get your Australian bank transactions into Google Sheets and YNAB without manual CSV exports. That's still the core of what we do. But we've had a steady stream of requests from people who also want their investment data somewhere useful, and until now we didn't have a good answer for them.

We do now. You can connect brokerage and crypto exchange accounts to Redbark.

What you get

Two new sync types:

Holdings — your current positions: symbol, quantity, average price, current price, market value, and unrealised P&L.
Trades — your historical trade records: buys, sells, quantities, prices, fees, and settlement dates.

Holdings sync as a full snapshot each time, so your sheet always reflects your current portfolio. Trades append new records as they happen, same as bank transactions do today.

28 brokerages and 3 crypto exchanges

Brokerage connections are powered by SnapTrade, which handles authentication with your broker. Here's the full list at launch:

Brokerages: AJ Bell, Alpaca, BUX, Chase, CommSec, DEGIRO, E*TRADE, Empower, Fidelity, Interactive Brokers, Moomoo, Public, Questrade, Robinhood, Charles Schwab, Stake, tastytrade, TD Direct Investing, TradeStation, Tradier, Trading 212, Upstox, Vanguard, Wealthsimple, Webull (US and Canada), Wells Fargo, and Zerodha.

Crypto exchanges: Binance, Coinbase, and Kraken.

If you use CommSec or Stake, this means you can now have both your Australian bank transactions and your brokerage holdings landing in the same spreadsheet.

How it works

The setup is the same flow you're used to. Go to Connections, click "Add Connection", and choose Brokerage. You'll authenticate with your broker through SnapTrade's connection portal. Once connected, your brokerage accounts appear in the dashboard alongside your bank accounts.

From there you create a sync just like you would for bank transactions. Pick which brokerage accounts to include, pick a Google Sheet to write to, and Redbark handles the rest.

The same pass-through architecture applies. Your investment data flows from your broker through Redbark to your spreadsheet. Nothing is stored in our database. We covered how this works in detail in our security post.

API access

If you're building something programmatic, brokerage data is also available through the REST API. You can fetch holdings and trades for any connected brokerage account. The brokerage docs cover the available endpoints and response shapes.

Availability

Brokerage connections are available on the Professional plan. If you're on the free trial, you can connect a brokerage to try it out.