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PlaidUS

Sync Robinhood to your tools

Connect your Robinhood account once with Finta. Your holdings, transactions, and account data flow into Notion, Airtable, Google Sheets, or Coda. Daily. Automatic.

Aggregator
Plaid
Sync frequency
daily
Supported data
Identity, Investments, Liabilities, Transactions
Coverage
US

Pick where Robinhood data lands

Connect once. Pick any combination of destinations. Finta keeps each one current.

Learn more about each integration: NotionAirtableGoogle SheetsCoda

What people actually do with Robinhood data in their tools

Notion

Portfolio dashboards in Notion

Roll up positions, allocations, and performance into a single Notion database. Add formulas to track gains and losses against your goals.

Google Sheets

Net worth tracking in Google Sheets

Combine Robinhood holdings with bank balances in one spreadsheet so your monthly net worth update is automatic.

Airtable

Tax prep in Airtable

Keep a running record of trades, dividends, and ex-dividend dates. By April, your CPA has the data they need without a year-end CSV scramble.

Security & Privacy

Finta never sees or stores your Robinhood login. The connection goes through Plaid using read-only access, so we can't move money or place trades. Your data is encrypted in transit and at rest at every step of the sync.

Frequently Asked Questions

What Robinhood data does Finta sync?

Identity, investment holdings (current positions), investment transactions (buys, sells, dividends, splits), and liabilities. Updated daily. Crypto positions in your Robinhood account sync too.

Does Finta have access to trade my Robinhood account?

No. The connection is read-only through Plaid. Finta can see your positions and transactions but cannot place trades, transfer money, or change account settings.

How often does my Robinhood data sync?

Daily, typically overnight. Your Notion, Sheets, Airtable, or Coda workspace will have current holdings and transactions when you sit down to review.

Can I track my Robinhood portfolio alongside my bank accounts?

Yes. That's the most common Finta setup: brokerage data plus bank transactions in the same Notion database or spreadsheet, so your net worth and spending live side by side.

What account types does Robinhood + Finta support?

Standard brokerage accounts, retirement accounts (IRA, Roth IRA), and crypto holdings. Margin and options positions sync as their underlying holdings.

What happens if my Robinhood connection breaks?

Plaid notifies us. You'll get an email to reconnect from your Finta dashboard. Past data stays in your destination; only new syncs pause until you re-authenticate.

Is my Robinhood data secure with Finta?

The connection runs through Plaid using bank-grade encryption and read-only access. Finta never sees your Robinhood login. Your synced data lives in your own Notion, Airtable, Sheet, or Coda workspace, which you control.

Ready to sync Robinhood?

Connect once, then pick any combination of Notion, Airtable, Google Sheets, and Coda.

Get Started for Free

Last updated May 17, 2026

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