Import Data From Fidelity Investments To Google Sheets

Import data from Fidelity Investments to Google Sheets
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Fidelity Investments is one of the largest asset managers in the world. It offers management, retirement planning, portfolio guidance, brokerage, and several other financial services and products.

We can import data from Fidelity such as stock and trading information, market quotes and movers, and information about orders by Fidelity customers, among other things.

This article covers in detail how to import data from Fidelity Investments to Google Sheets. And then set a refresh schedule so that the data are fetched automatically without manual effort.

Below are the steps to import data from Fidelity Investments to Google Sheets:

  1. Install Amigo Data extension in Google Sheets
  2. Get the endpoint URL
  3. Import the data to Google Sheets

How to import data from Fidelity Investments to Google Sheets

Install the Amigo Data extension in Google Sheets

Amigo Data is a lightweight Google Sheets extension that automates data imports to Google Sheets from various sources. It’s easy to use and run. You can find the installation link below.

Amigo Data in Google Workspace Marketplace

Click here to install.

Alternatively, you can get it from Google Sheets.

  • Open a new sheet
  • Go to Extensions→Add-ons→Get add-ons
  • Search for Amigo Data and install

Get the endpoint URL

Sign up or log in to RapidAPI.

Once you’re logged in, go to the Fidelity Investments API Documentation page in RapidAPI.

Click on the Subscribe to Test button and subscribe to a plan of your choice, post which you’ll be able to test and retrieve data from Fidelity Investments.

Subscribing to a test to select a pricing option

Click Endpoints to go back to the API Playground. On the left is the list of the type of data that can be imported. Expand any one of the options to see the list of endpoints available for that category–say, Markets.

Data category

Then select the data endpoint, eg, market/get-orders to retrieve orders made by Fidelity customers. This endpoint requires no additional parameters, so we can go ahead and begin importing the data. Or you can click the Test Endpoint button to see the results.

Available endpoints under Market category

On the right side of the screen under Code Snippets, we’ll find the URL of the endpoint along with the headers. Copy the URL and note also the headers as we’ll use these in the next step.

The endpoint URL and headers

Import the data to Google Sheets

Open Google Sheets and launch Amigo Data from the sheet into which you want to fill the data. To connect to Amigo Data, click Extensions→Amigo Data→Connect.

Launch Amigo Data

You’ll be presented with a list of sources to connect to. Choose Custom API.

Select Custom API as the source to connect

Paste the endpoint URL in the API URL field. Do not include the apostrophes. (Likewise for the headers.)

Entering the endpoint URL

Then expand the Details tab and enter the header. For the endpoint we’ve selected, the headers are:

Name: X-RapidAPI-Key, Value: YOUR_API_KEY

Name: X-RapidAPI-Host, Value: fidelity-investments.p.rapidapi.com

Enter the header names and values

The data will be imported into Google Sheets in a moment. Below is a snippet of the imported data.

Snippet of the data imported to Google Sheets from Fidelity

Once the data have been imported into Google Sheets, they can be updated automatically at regular intervals–hourly, daily, weekly or on custom days–should you so wish, and get these data sent to your inbox. Click here to learn how set a refresh schedule and set up alerts in Amigo Data.

Visit our blog for to find out about the kinds of data that you can import to Google Sheets and how you can track stock and other financial data from Google Sheets.

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