The Problem

Wealth advisors manually update client portfolio data across multiple systems, risking stale valuations.

The Solution

SheetAPI connects portfolio sheets to advisor portals, updating holdings and valuations in real-time.

1

Set Up Your Google Sheet

Create a spreadsheet with columns like: Client ID, Asset, Quantity, Cost Basis, Current Value, Allocation %, Last Updated

2

Connect to SheetAPI.pro

Sign up (takes 10 seconds), authorize Google, and paste your sheet URL. Done.

3

Start Using Your API

Get instant REST API endpoints to create, read, update, and delete your wealth management portfolio api data.

Code Examples

Here's how simple it is to work with your wealth management portfolio api data:

Fetch All Records

# Using cURL
curl -H "Authorization: Bearer YOUR_API_KEY" \
  https://api.sheetapi.pro/v1/YOUR_SHEET_ID

// Using JavaScript (fetch)
const response = await fetch('https://api.sheetapi.pro/v1/YOUR_SHEET_ID', {
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY'
  }
});

const data = await response.json();
console.log(data); // Your wealth management portfolio api records

Create a New Record

# Using cURL
curl -X POST \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"Client ID":"VALUE1","Asset":"VALUE2"}' \
  https://api.sheetapi.pro/v1/YOUR_SHEET_ID

// Using JavaScript (fetch)
const newRecord = {
  'Client ID': 'Sample value',
  'Asset': 'Another value'
};

const response = await fetch('https://api.sheetapi.pro/v1/YOUR_SHEET_ID', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(newRecord)
});

Update a Record

// Update by row ID
const response = await fetch('https://api.sheetapi.pro/v1/YOUR_SHEET_ID/ROW_ID', {
  method: 'PATCH',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({ 'Status': 'Updated' })
});

Key Features for Wealth Management Portfolio API

⚡ Real-Time Sync

Changes in your Google Sheet reflect in the API instantly. No delays, no manual syncing.

📝 Full CRUD Operations

Create, Read, Update, and Delete records via REST API. Complete control over your data.

🛡️ Rate Limiting

Protect your API from abuse with built-in rate limiting and request throttling.

Frequently Asked Questions

How secure is client financial data?

Data stays in your Google Workspace. SheetAPI uses OAuth2 and never stores sensitive data.

Can I track multiple client portfolios?

Yes, use multiple sheets or tabs per client and connect each to separate API endpoints.

Does it support real-time market data?

Combine webhooks with market data feeds to trigger portfolio revaluations automatically.

Turn Google Sheets into a Wealth Management Portfolio API API