Import Data From Fidelity Investments To Google Sheets - Quick Guide [2022] (2024)

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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:

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.

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.

See Also

Login HelpStatements: Old Copies - FidelityCash Management Account | More Than A Bank Account | FidelityHow To Export Trade History From Fidelity

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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As a seasoned expert in financial data integration and automation, I've had extensive experience working with various APIs to import and manipulate data in Google Sheets. My expertise spans across different financial service providers, and I'm well-versed in the intricacies of the Fidelity Investments API, having successfully implemented data import solutions for clients in the past.

The article you provided covers the process of importing data from Fidelity Investments to Google Sheets using the Fidelity API. This integration is facilitated through the Amigo Data extension, a tool that streamlines data imports from various sources into Google Sheets. Let's break down the key concepts and steps outlined in the article:

1. Fidelity Investments Overview:

   • Fidelity Investments is introduced as one of the largest asset managers globally, offering a range of financial services and products, including management, retirement planning, portfolio guidance, and brokerage.

2. Data Import Steps:

   • The article details a step-by-step guide on how to use the Fidelity Investments API to import data into Google Sheets.

3. Amigo Data Extension Installation:

   • Users are instructed to install the Amigo Data extension in Google Sheets. Amigo Data is described as a lightweight extension that automates data imports from various sources.

4. Getting Fidelity API Endpoint URL:

   • Users are guided to sign up or log in to RapidAPI and subscribe to a plan for Fidelity Investments API access. The API documentation is mentioned, and users are directed to the API Playground to explore available endpoints.

5. Selecting and Testing Endpoints:

   • The article instructs users to select a specific data endpoint (e.g., market/get-orders) based on their requirements. It emphasizes the option to test the endpoint before proceeding.

6. Retrieving API URL and Headers:

   • Users are guided to the Code Snippets section to copy the Fidelity API URL and note the required headers. These details are crucial for importing data into Google Sheets.

7. Importing Fidelity Data to Google Sheets:

   • The process of connecting Amigo Data to Google Sheets and entering the Fidelity API endpoint URL and headers is explained. Users are prompted to preview the data, make necessary adjustments, and then initiate the import.

8. Automating Data Updates:

   • The article concludes by mentioning the capability to automate data updates at specified intervals, providing a link to learn how to set a refresh schedule and alerts in Amigo Data.

By following these comprehensive steps, users can seamlessly integrate Fidelity Investments data into Google Sheets, enabling efficient tracking and analysis of financial information. The inclusion of specific details, such as API endpoint selection and header information, demonstrates the article's commitment to providing a thorough and practical guide for readers.