Spreadsheets give you full control. They also give you full responsibility. See what Scalar Finance automates so you can stop maintaining formulas and start making decisions.
Tracking finances in Excel or Google Sheets works — until it doesn't.
Every transaction has to be typed, classified, and FX-adjusted. As accounts and currencies grow, the cost of staying current grows with them.
A single misplaced reference or column shift can corrupt a year of reports without warning. Auditing your own spreadsheet becomes its own job.
Stock prices, FX rates, brokerage balances — all of them stale the moment you save the file. Decision-making lags reality by days or weeks.
Same control, none of the maintenance.
Positions, trades, and balances pulled directly from your brokerages via SnapTrade. No CSV downloads, no manual paste.
Quotes refresh continuously, FX rates update automatically. Reports always reflect today's market — no formula refresh needed.
P&L statements, cash flow, net worth over time, portfolio allocation — generated on demand. No pivot tables to rebuild.
Share a workspace with family, accountant, or partner. Roles and audit log replace 'who changed this cell?' detective work.
How long do you really want to spend maintaining a spreadsheet?
| Task | Spreadsheets | Scalar Finance |
|---|---|---|
| Adding transactions | Manual entry, every row, every account | Brokerage sync + bulk imports (CSV, OFX, QFX, QIF, PDF) |
| FX conversion | Manual lookup or stale add-on | Real-time FX, automatic on every transaction and report |
| Stock prices | GOOGLEFINANCE quirks, frequent breakage | Live quotes for stocks, ETFs, options, and crypto |
| Portfolio analytics | DIY formulas for cost basis, allocation, dividends | Built-in P/L, allocation, dividend income, top gainers/losers |
| Reports | Pivot tables, manually rebuilt each month | P&L, cash flow, net worth — generated on demand |
| Collaboration | Shared drive, conflicting edits, no permissions | Workspace roles (Owner, Admin, Accountant, Viewer) |
| Audit trail | Version history at best | Full audit log, period locking, configurable retention |
| Data security | Local files or general-purpose cloud storage | Encrypted storage, OAuth-based brokerage access |
Import your existing data, connect your brokerages, and let Scalar do the heavy lifting. Free to start.
