Personal Investor Lab

It is for small volume personal use due to limitations from Google™ and configured financial APIs. To minimise the data traffic, stock prices are cached on the Cache sheet. Therefore, the first time run will take longer time. Based on the tickers and the activities entered. This app will update the Dashboard sheet which has below: - Activity Posting Summary - Performance - Line Charts - Buy/Sell Alerts - Listed and Unlisted Holdings - Performance History - Investment History How to install? 1. Make a copy of the Personal Investor Lab Template from the link below: https://docs.google.com/spreadsheets/d/1n6KMJ7Y8bHLvRvy2AH-SEFVSEf26Sx74ermfxFdb51Y/copy to your drive folder and rename it. From the sheet menu, click File > Settings to update your locale and timezone. 2. Go to Google Workspace Marketplace™ to install this add-on. After Installation, re-open your copied sheet, the top menu Extensions will have this add-on. 3. Check out the demo data in Setup sheet and Activity sheet. 4. Try out the add-on functions on the demo data. 5. When tested good, replace the demo setup data and activity data by your own testing data. How to use? 1. View the Dashboard sheet which is automatically updated at the hours set in the configuration. 2. For investment activities (bought ,sold, dividend, distribution, reinvested, deposit, withdrawal, fee, fee (unit), transfer, exchange, switch, adjustment, tax, split, merge, b/f, refund), update the Activity sheet. 3. Use the following add-on functions: 3.1 Run chart display - Select a ticker on Dashboard sheet. Run this function to display the charts. Click another ticker will see another charts. If it is not working, please re-open your sheet. 3.2 Renew dashboard - Select the cell A1 (all tickers), a label, a color tag or a range of tickers. Run this function to update the Dashboard sheet. 3.3 Refresh holding price - Run this function to fetch market prices online to update the Dashboard sheet > Listed Holding table. 3.4 Post activity - After entering activities to Activity sheet and do not want to wait for the next automatic update hour, run this function to post the activities manually which will update the Dashboard sheet, Holding sheet and Sold sheet immediately. 3.5 Log today's balance - With automatic update hours configured, the month end balance will be logged to the Dashboard sheet > Performance History table. For additional logging, run this function manually. 3.6 Clean up cache - When the Dashboard > Stock table has been changed, run this function to clean up the cached price history on tickers that have been removed in Stock table. 3.7 Configure my lab - Run this function to change the lab configuration. Test my alert - Define a matching rule in Setup sheet > Buy_Alert/Sell_Alert table. Update the attributes in Setup sheet > Ticker table. Run this function to test the alert. 3.8 Contact developer - Use this function to contact developer. 3.9 Like - New user has 20000 runtime credit. Run this function to view the outstanding runtime credit and see how to like this add-on for more runtime credit. For advanced user, follow the cell notes on Dashboard sheet to customize and build his/her own dashboard. #SPCsoft #finance #investor #lab #yahoo #stock #mutual #fund