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Documentation Index

Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Sourcetable integrates with Robinhood to let you execute trades directly from your spreadsheet. Analyze a stock, make a decision, and place the trade — all in one place.
Trading involves risk of loss. Past performance does not guarantee future results. Always do your own research before making investment decisions.

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Supported assets

  • Stocks — buy and sell equities
  • Crypto — trade cryptocurrencies
  • Fractional shares — buy partial shares of expensive stocks

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Paper trading

Test your strategies without risking real money using paper trading mode. Paper trades simulate real market conditions but don’t execute actual transactions.

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Placing a trade

Ask the AI:
  • “Buy 10 shares of AAPL at market price”
  • “Sell 5 shares of TSLA”
  • “Buy $500 worth of Bitcoin”
  • “Place a limit order for 100 shares of MSFT at $400”

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Connecting Robinhood

1

Add credentials

In the AI chat, provide your Robinhood credentials when prompted. These are encrypted and stored securely.
2

Verify

Complete any required two-factor authentication.
3

Start trading

Ask the AI to execute trades or check your positions.

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Research tools

The Robinhood integration also provides research capabilities:
  • View current positions and portfolio value
  • Check real-time stock prices and quotes
  • Review order history
  • Analyze portfolio performance

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Workflow example

A typical analysis-to-execution workflow:
  1. Run fundamental analysis on a stock
  2. Check technical indicators for entry timing
  3. Assess portfolio risk impact of adding the position
  4. Execute the trade through Robinhood
  5. Monitor the position with automated reporting