When IMPORT functions fail, add-ons drift, or shared links create mistakes, Portfolio Terminal gives you a portfolio workflow with less operational drag.
A practical comparison for users who want less maintenance and faster portfolio decisions.
| Capability | Google Sheets | Portfolio Terminal |
|---|---|---|
| Automation reliability | Depends on custom formulas, scripts, and sheet structure | Purpose-built import and analytics workflow |
| Sharing control | Broad edit rights can cause accidental changes | Centralized app flow with explicit update actions |
| Portfolio analytics depth | Custom tabs and formulas per metric | Native performance, benchmark, and risk dashboards |
| Operational overhead | Frequent script and formula troubleshooting | Focus on portfolio monitoring, not sheet plumbing |
Export positions from your broker or from your existing Sheet.
Upload or paste data into the import flow and review parsed results.
Launch the dashboard and validate performance against your previous setup.
Yes, especially if maintenance is now the bottleneck. Advanced sheets often migrate faster because position structure is already well defined.
For most portfolios, initial import and validation can be done in minutes once you have a clean export source.
Yes. You can share outputs and reports without exposing raw spreadsheet formulas or edit permissions.
Import your portfolio, validate the numbers, and switch to a workflow that is easier to trust and maintain.