Import Data From Fidelity Investments To Google Sheets

Import data from Fidelity Investments to Google Sheets
Reading Time: 4 minutes

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.

Fidelity Investments data to Google Sheets

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

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.

Install Amigo to import data from Fidelity Investments to Google Sheets

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.

Fidelity API in RadidAPI

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.

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 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.

The endpoint URL and headers

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.

Launch Amigo Data to pull Fidelity Investments data to Google Sheets

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

Select Custom API as the source to connect

Enter the Fidelity API endpoint URL in the API URL field. Do not include the apostrophes.

Entering the endpoint URL

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

Fidelity API headers
Preview of Fidelity Investments data to import to Google Sheets

The data from Fidelity Investments 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

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.

Some recommended articles:

Import Ultradea Data To Google Sheets

Automate data imports from Bloomberg to Google Sheets

Import TD Ameritrade data to Google Sheets

Import Yahoo Finance Data Into Google Sheets

Leave a Reply