Keep a scheduled record of your Alpaca portfolio
Build a simple history of your Alpaca portfolio in Sheets, ready for your next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Portfolio information is easy to overlook when it lives in a separate trading platform and has no consistent review history.
- Create a regular portfolio history for trend reviews.
- Keep trading account context near other planning data.
- Reduce manual copying during portfolio check-ins.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Google Sheets once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to record the available Alpaca portfolio snapshot in a named Sheets table, including the snapshot date.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real example and confirm the available Alpaca data and sheet columns.
Questions about this workflow
What data will the snapshot contain?
Ask Notis to include only fields available from your Alpaca connection. If a metric or history is not available, provide it yourself or leave it out.
Can I choose how often it runs?
Yes. Choose a recurring schedule when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Google Sheets. A trigger fires from one place; an action lands in another.
Alpaca triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Alpaca and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Sheets.