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 using TD Ameritrade API.
In the image is a snippet of stock quotes pulled from TD Ameritrade to Google Sheets.
How to import TD Ameritrade data to Google Sheets
Follow these 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.
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 TD Ameritrade Consumer Key
Step 2: Go to TD Ameritrade developer page to get the TD Ameritrade API key, also called consumer key.
Step 3: Click Register. If you already have a TD Ameritrade account, click the log in option instead.
Step 4: Fill in all the details and click Create a new 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.
Step 7: Click Add a new App to add a new app an get the TD Ameritrade API key.
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.
Step 9: Click on the app to uncover the TD Ameritrade API key.
Choosing the endpoint of data to import
Step 10: Click APIs to go the TD Ameritrade API documentation. From here, select the data type to retrieve. We’ll select Quotes to pull real-time stock quotes from TD Ameritrade to Google Sheets.
Step 11: Click Get Quote to retrieve the data from a single ticker and Get Quotes for multiple tickers We’ll select the first option to get stock quote info for a single ticker.
Step 12: Replace {symbol} in the Request URL with the stock symbol to get the quote data, eg. NVDA for Nvidia Corporation.
Step 13: Enter the Consumer Key in the apikey parameter field (or select the app).
The header parameter is optional. So we’ll leave it blank.
Step 14: Click the SEND button to run the TD Ameritrade API query.
The response will be displayed below.
Step 15: Click cURL to see the TD Ameritrade API endpoint URL.
Step 16: Copy the endpoint URL without the quotation marks. The URL is the part starting with https.
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 to retrieve stock quote data with TD Ameritrade API.
Step 18: Select Custom API.
Step 19: Enter the TD Ameritrade API endpoint URL in the API URL field.
Step 20: Click PREVIEW to fetch the stock quote data from TD Ameritrade and preview the data.
Step 21: Flatten the nested datasets and click the IMPORT button to pull the stock quote data from TD Ameritrade to Google Sheets.
The data from TD Ameritrade will be imported into Google Sheets in a moment.
Show below is a snippet of the imported data.
And so that’s how we import TD Ameritrade data to Google Sheets.
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.
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.
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.
Is it possible to pull account information from TD Ameritrade to Google Sheets?
Yes, you can pull account information such as balance, orders, positions, trade info, transaction details and so on. To retrieve account-related information from TD Ameritrade and import into Google Sheets, you’ll need to generate an access token. For the types of data you can retrieve and how to generate an access token, visit the TD Ameritrade API documentation page.
Can I pull option chains data from TD Ameritrade to Google Sheets?
You can import option chains data from TD Ameritrade to Google Sheets using the Option Chains endpoint.
How do I export TD Ameritrade transactions info to Google Sheets?
To export transactions information from a TD Ameritrade account, you’ll need a TD Ameritrade API key as well as an access token. If you have those, then you navigate to the TD Ameritrade API documentation and select the Transaction History endpoint to extract account transaction info from TD Ameritrade to Google Sheets.
See also
You can use Amigo Data to import data from various sources like Yahoo Finance, CoinGecko, Binance, Reddit, Wikipedia and Spotify among others.
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