Google Sheets Automation for Options Trading

Project: Options Trading Dashboard & Automation in Google Sheets

We run an active options trading desk with focus on covered calls and other strategies. Currently, we track trades, margins, and P&L across multiple Google Sheets, but the system is very manual.

We need an expert to rebuild this into a professional Google Sheets + Apps Script solution with:

A central dashboard showing strategy-wise & demat-wise P&L, margins, and open positions.

Drill-down reports (click a strategy → see underlying-wise details, trades, and plan vs actual).

A simplified trade entry system (single blotter sheet with auto-linking to strategy & demat views).

Automation for fetching LTP, option premiums, and margins (via broker API or NSE feed).

Plan vs Actual tracking for covered calls (target coverage %, distance, IV vs executed trades).

Access control (data entry staff vs management view) and locked formula fields.


Phase 2: Ability to import broker trade files (Excel/CSV) or integrate directly with APIs/MProfit.

Looking for: Google Sheets & Apps Script expert with experience in financial dashboards and preferably knowledge of options trading or broker API integrations. Please share past similar projects and your proposed approach.