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 Investments to Google Sheets such as stock and trading information, market quotes and movers, and information about orders by Fidelity customers, among other things by using the Fidelity API.
This article covers in detail how to import data from Fidelity Investments to Google Sheets with Fidelity Investments API. And then set a refresh schedule so that the data are fetched automatically without manual effort.
Shown below is a snippet of data imported to Google Sheets with Fidelity API.
Below are the steps to import data from Fidelity Investments to Google Sheets:
How to import data from Fidelity Investments to Google Sheets
A step-by-step guide on how to use Fidelity Investments API 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.
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 Fidelity API 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 use the Fidelity Investments API and retrieve data from Fidelity Investments.
Click Endpoints to go back to the API Playground. On the left is the list of the type of data that can be imported to Google Sheets with the Fidelity Investments API. Expand any one of the options to see the list of endpoints available for that category–say, Markets.
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.
On the right side of the screen under Code Snippets, we’ll find the Fidelity API URL of the endpoint along with the headers. Copy the URL and note also the headers as we’ll use these to import data from Fidelity Investments to Google Sheets.
Import the Fidelity data to Google Sheets
Open Google Sheets and launch Amigo Data from the sheet into which you want to extract the Fidelity Investments data. To connect to Amigo Data, click Extensions→Amigo Data→Connect.
You’ll be presented with a list of sources to connect to. Choose Custom API.
Enter the Fidelity API endpoint URL in the API URL field. Do not include the apostrophes.
Then expand the Details tab and enter the headers given in the Code Snippets. The API headers are:
Name: X-RapidAPI-Key, Value: YOUR_API_KEY
Name: X-RapidAPI-Host, Value: fidelity-investments.p.rapidapi.com
Click the PREVIEW button. Flatten and expand the nested datasets and delete the columns that are not required. Then click IMPORT.
The data from Fidelity Investments will be imported into Google Sheets in a moment. Below is a snippet of the imported data.
Automate data updates
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 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 Sheets and how you can track stock and other financial data from Google Sheets.
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