Your portfolio in your Excel, always up to date
If you keep your investments in a spreadsheet, you do not have to give it up. Celsmar keeps it up to date: you connect your Excel or Google Sheets once, a new workbook or your usual one, and your portfolios arrive on their own, with their prices, gains and dividends, so you can keep building your own calculations.
Last reviewed: 2026-11-05
How to connect it
- In your Celsmar portfolio, click «Excel» (on mobile, «Connect to Excel»).
- Choose a new Excel, your own Excel or Google Sheets, and which portfolios you want: all of them or just one.
- With a new Excel, download the ready-made workbook and open it. With your own Excel, paste the query we give you. With Google Sheets, paste the formula into a sheet.
- Done. Excel refreshes when you open it and every 30 minutes; Google Sheets reads it again roughly every hour.
What reaches your sheet
| Table | What it holds |
|---|---|
| Holdings | Every holding in every portfolio: quantity, average cost, price, value, gain, weight and sector. |
| Summary | One row per portfolio: net worth, cash, cost, gain, today's result and realized gains. |
| Transactions | Buys, sells with their result, cash deposits and withdrawals. |
| Dividends | What each holding pays per year, its yield, frequency and next dates. |
The Excel workbook also includes a start sheet with your net worth, gain, today's result, dividends per year and a chart by portfolio. «Base» amounts are in the currency you chose in Celsmar.
Your formulas stay yours
Celsmar's tables are rewritten on every refresh; your calculations go in the tabs you add, with formulas on those tables. If you record your trades in your own sheet, you can import it into Celsmar whenever you like: whatever is already in your portfolio is recognised and not duplicated.
Private and read-only
The link only reads your portfolio: it cannot change anything in Celsmar. It is shown once, when you create it, and we only keep an encrypted fingerprint. You can have up to three connected sheets and revoke any of them at any time; a revoked sheet stops receiving data.
Anyone with the file or the link will see your portfolio, so do not share it. Connect to Excel is part of the Pro plan.
Frequently asked questions
What if I already have my own Excel?
Choose «My own Excel»: we give you a query to paste into your workbook (Data > Get Data > Blank Query) and a new tab appears with your holdings, without touching what you already had. Your formulas can read from it like any other table.
Can I bring my trades from my Excel into Celsmar?
Yes, with «Import» in the portfolio. The first time you choose which column holds each field; after that, Celsmar remembers that Excel's columns and takes you straight to the review, and anything already in your portfolio is not added again.
Does it work on Mac and on mobile?
The workbook is made for desktop Excel with Microsoft 365. On Mac and in Excel for the web, automatic refresh depends on your version. Google Sheets works in any browser and in its app.
Why does Excel ask me to «Enable Content»?
For security, Excel blocks the connections of any downloaded file until you trust it. You enable it once and, the first time, choose «Anonymous» to access web content.
Can I have several portfolios in the same sheet?
Yes. With «All portfolios» each row says which portfolio it belongs to; you can also connect just one.
What happens if I stop being Pro?
The sheet stops receiving data and tells you so in its first row. Your tabs and formulas stay as they were.
Information for informational purposes. Celsmar is not an investment services firm and is not supervised by the CNMV; it does not provide financial advice.