Import TD Ameritrade data to Google Sheets

How to import TD Ameritrade data to Google Sheets
Reading Time: 5 minutes

Quick Guide

How to import TD Ameritrade data to Google Sheets:

In this tutorial, we’re going to learn how to get a consumer key, generate an access token and import TD Ameritrade data to Google Sheets.

How to import TD Ameritrade data to Google Sheets

Follow these 21 steps to import TD Ameritrade data to Google Sheets.

Installing Amigo Data extension in Google Sheets

Step 1: Install the Amigo Data Google Sheets add-on from the Google Workspace Marketplace. Here’s the installation link.

Installing Amigo Data

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

Getting the Consumer Key

Step 2: Go to TD Ameritrade developer page.

Step 3: Click Register.

Registering on TD Ameritrade Developer platform

Step 4: Fill in all the details and click Create a new account.

Creating a developer account

Step 5: Click on the link sent to your email address to activate the account.

On activating the account you will be taken to your account profile.

Step 6: Navigate to My Apps.

My Apps section

Step 7: Click Add a new App.

Adding a new app

Step 8: Enter the details and click the Create App button. The Callback URL can be any valid URL.

The app will be created and will be found in My Apps.

The create app

Step 9: Click on the app to uncover the key.

The API key

Choosing the endpoint of data to import

Step 10: Navigate to APIs and select the data type. We’ll select Quotes to get the real-time quote price of companies.

The available endpoints

Step 11: Click Get Quote to retrieve the price of a company and Get Quotes for multiple companies. We’ll select the first option.

The quote endpoints

Step 12: Replace {symbol} in the Request URL with the stock symbol, eg. NVDA for Nvidia Corporation.

Entering the stock symbol

Step 13: Enter the Consumer Key in the apikey parameter field (or select the app).

Entering the key

Leave the Header Parameters blank.

Step 14: Click the SEND button.

The response will be displayed below.

Step 15: Click cURL to see the endpoint.

Getting the endpoint URL

Step 16: Copy the endpoint URL without the quotation marks. The URL is the part starting with https.

The endpoint URL

For more information on the API  and various endpoints available, visit the TD Ameritrade API documentation.

Importing the data to Google Sheets

Step 17: Launch the Amigo Data extension in Google Sheets.

Launching Amigo Data

Step 18: Select Custom API.

Select custom API as the source

Step 19: Paste the endpoint in the API URL field.

Entering the endpoint

Step 20: Click PREVIEW

Preview button

Step 21: Flatten the data and click the IMPORT button.

Flattening and importing the data

The data from TD Ameritrade will be imported into Google Sheets in a moment.

Show below is a snippet of the imported data.

The imported data

By following the same procedure, we can import various other types of data such as transaction history, price history, and market movers information. Some of these however require authentication for which an access token is necessary.

To generate an access token, follow the instructions here and then fill in the parameters here and send a request here to generate an access token.

Note that a TD Ameritrade account is required to make the authentication.

Setting refresh schedule

To get the information updated periodically, select the refresh schedule–hourly, daily, weekly, or on certain days.

Then click Yes, set the refresh timing.

Setting refresh schedule

You can also set the refresh schedule later.

Click View Reports → Select the report → Refresh schedule → Edit → Save & Run.

Alerts via email or Slack

You can get the report sent to your email or a Slack channel so that you do not even have to open the spreadsheet to keep track of what’s happening.

To set up an alert, click Get Alerts→Add alert data+. Edit the details and click Set Alert.

Setting alert

Conclusion

It is a simple process to connect and import data from TD Ameritrade to Google Sheets using Amigo Data. And with Amigo Data, importing is not the end of it; in fact, it’s just the beginning. The imported data are constantly updated so that you have the latest data at your fingertips.

See also

You can use Amigo Data to import data from various sources like Yahoo Finance, CoinGecko, Binance, Reddit, Wikipedia and Spotify among others.

Here are some similar articles that you may find interesting.

https://blog.tryamigo.com/import-data-from-nasdaq-to-google-sheets/

https://blog.tryamigo.com/import-coinbase-data-to-google-sheets/

https://blog.tryamigo.com/import-bscscan-data-to-google-sheets/

https://blog.tryamigo.com/import-coinmarketcap-data-to-google-sheets/