Connect Charles Schwab to Google Sheets and import Charles Schwab data to Google Sheets, sync trading data and statistics; retrieve market data such as movers, market volatility, stock indices information; quotes of a stock, option fundamentals; and so on. This is easily achieved by using Charles Schwab API with a Google Sheets extension which integrates the two.
The extension is called Amigo. It can be used to connect Google Sheets to various data sources and import data to Google Sheets–and automate the import.
The data shown below is a snippet of futures data imported into Google Sheets from Charles Schwab.
So, let’s learn how to import Charles Schwab data to Google Sheets using Amigo. We’ll go through step by step.
Steps to import Charles Schwab data to Google Sheets:
How to import Charles Schwab data to Google Sheets
Install the Amigo Data extension in Google Sheets
Install the Amigo Google Sheets add-on from the Google Workspace Marketplace.
Click here to install.
Alternatively, you can get it from Google Sheets.
- Open Google Sheets
- Go to Extensions→Add-ons→Get add-ons
- Search for Amigo and install
Get the API endpoint URL
We’ll use a Schwab API on RapidAPI, an API marketplace, to retrieve data from Charles Schwab and import the data to Google Sheets.
Sign up or log in to RapidAPI.
Search for Schwab API and click the most relevant one from the results. Or click this link to go directly to the Schwab API documentation page.
Click on the Subscribe to Test button and subscribe to a plan of your choice, post which you’ll be able to use the Schwab API and import data from Charles Schwab to Google Sheets.
Click Endpoints to go back to the Schwab API documentation. On the left of the page is the available endpoints that we can use to pull data from Charles Schwab to Google Sheets.
Click the endpoint or expand the category for which you want to fetch the data. For example, to import options data for a company, expand quote and select quote/get-option-fundamentals.
In the Required Parameters section, enter the ticker symbol of the company to retrieve data. The ticker symbol for Tesla is added by default. We’ll change it to INTC, the ticker symbol for Intel.
After filling in the parameters, click the Test Endpoint to verify if the code is valid. The expected data will be shown in the Results section on the right.
In the Code Snippets section, we’ll find the URL along with the parameters and the headers.
Change the language to Shell→cURL from (Node.js) Axios. The query parameters are appended in the URL so that we do not have to enter the parameter manually to import the options data from Charles Schwab to Google Sheets.
Copy the URL and also note the headers. These will be to import Charles Schwab data to Google Sheets.
Import the data to Google Sheets
Open Google Sheets and launch the Amigo add-on to import Charles Schwab data to Google Sheets. Click Extensions→Amigo: Data Imports and Exports→Connect.
You’ll be presented with a list of sources to connect to. Choose Custom API.
Paste the Schwab API endpoint URL in the API URL field. Do not include the apostrophes.
Then expand the Details tab and enter the headers mentioned in the Code Snippets. The values to the left of the colon are the header keys/names and those to the right are the values. The inverted commas should be avoided in this case too.
Key: X-RapidAPI-Host, Value: schwab.p.rapidapi.com
Key: X-RapidAPI-Key, Value: YOUR_API_KEY
Click the PREVIEW button to retrieve and preview the data to import to Google Sheets. Flatten and expand the nested datasets and delete the columns that are not required. Then click IMPORT.
The data from Charles Schwab will be imported into Google Sheets in a moment. Below is a snippet of the imported data.
Once the data have been imported into Google Sheets, they can be updated automatically at regular intervals–hourly, daily, weekly or on custom days–and track stocks and options from Google Sheets.
You can simultaneously track multiple stocks and/or specific data that you want to keep an eye on. And what’s more, you can get these data directly sent to your inbox these data sent to your inbox so that you always have the latest data wherever you are. Click here to learn how to set a refresh schedule and set up alerts in Amigo Data.
Visit our blog to find out about the kinds of data that you can import to Google and the many other things you can do with Amigo Data–and for tips and tutorials on Google Sheets.
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