TDAmeratradeAPI-Google-Sheets-Add-On

An add-on for Google Sheets that intagrates the TDAmeratrade api to get quotes, fundamental data, and a portfolio breakdown

How to install

1. Create a TDAmeratrade dev account. Follow the instrctions on their Getting Started Guide.
   • When it asks for a Callback URI use https://srichel.com/callback.html
2. Within google sheets, click on Tools then Script editor
3. Delete anything that may have auto-generated
4. Copy all the code in code.gs
5. Paste everything into the google script editor
6. Paste your TDAmeratrade API key in the quotes on line 1
7. Click save and return to sheets

Logging In

In order to get your portfolio and other price data you must log in to TDAmeratrade, here's how.

1. On google sheets, in the top bar, click TD Ameratrade then Log in
2. You will be redirected to TDAmeratrade to login. After logging in, you will be redirected to a green webpage
3. Click the copy button to copy your code
4. Back on google sheets, click on TD Ameratrade then Enter code
5. Paste the code into the box and hit ok
6. You are now logged in!

Commands

• =TDA('ABC')

  • gets last market price of a stock

• =TDA('positions', 0)

  • Gets all current postions and info on them. If you have multiple accounts use 1, 2, 3... insted of 0 to get those accounts positions

• =TDA('ABC', 'quote', data)

  • Gets quote data, possable inputs for data are:
    • symbol
    • description
    • bidPrice
    • askPrice
    • bidSize
    • askSize
    • openPrice
    • highPrice
    • lowPrice
    • closePrice
    • netChange
    • totalVolume
    • exchange
    • 52WkHigh
    • 52WkLow
    • divAmount
    • divYield
    • divDate

• =TDA("ABC", "fundamental", data)

  • Gets fundamental data possable inputs for data are:
    • peRatio
    • pegRatio
    • pbRatio
    • prRatio
    • pcfRatio
    • grossMarginTTM
    • grossMarginMRQ
    • netProffitMarginTTM
    • netProffitMarginMRQ
    • operatingMarginTTM
    • operatingMarginMRQ
    • returnOnEquity
    • returnOnAssets
    • returnOnInvestment
    • quickRatio
    • currentRatio
    • intrestCoverage
    • totalDebtToCapital
    • ltDebtToEquity
    • totalDebtToEquity
    • epsTTM
    • epsChangePercentTTM
    • epsChangeYear
    • epsChange
    • revChangeYear
    • revChangeTTM
    • revChangeIn
    • sharesOutstanding
    • marketCapFloat
    • marketCap
    • bookValuePerShare
    • beta

THIS ADD-ON NOR ITS CONTRIBUTERS ARE ENDORSED BY OR AFFILIATED WITH TD AMERATRADE