Personal Investor Lab: Performance Tuning

The charts in the dashboard are refreshed for every security, which consumes part of the Google Apps Script 5-minute runtime limit. To reduce the runtime, the add-on has been enhanced to skip unnecessary chart updates, such as securities without alerts.

To activate the enhancement, please follow the steps below:

1. Expand the Chart_Table named range to cover all columns.

     The add-on will copy the table data to the adjacent columns automatically. 

2. Update all dashboard charts to use the copied data range instead of the original table range.

   Charts will not be refreshed unless the copied chart data is updated by the add-on.

Personal Investor Lab: Dashboard Consolidation

For holdings in multiple accounts, instead of breaking down the security position in individual account, the Dashboard displays consolidated security position across all accounts. The Account column shows all accounts that hold the security.

Stocks sold from multiple accounts on the same date are also consolidated to show the consolidated gain/lost.

In both cases, the consolidated Bought Date is set to the earliest bought date.

Personal Investor Lab: Enhancement on Reinvestment Activity

Some financial institutions support automatic dividend reinvestment. 

Instead of entering a separate dividend activity and a separate buy activity, 

Users can enter a single reinvested activity.

Pivot Expense Split: Another run in Europe

We used Pivot Expense Split during our trip to Europe, and it worked really well for handling multi-currency expenses across different accounts and account with multiple currencies like HSBC One.

For each transaction, I simply select the account, local currency, and amount. If the transaction is settled in a different account currency, I choose the “Settle on currency” option.

The transaction is then recorded in the Journal sheet using Google’s exchange rate and automatically split into the Split sheet. Once the bank posts the transaction, I update the Journal and can run the Resplit function if needed.

For entries in the “Split among” field that are settled in another currency, any specified amounts are automatically converted. 

For example, an amount of 18.9 in the split (EUR) will be converted to 30.19 CAD for Peter and the rest of CAD to Mary during splitting.

SPCsoft Galaxy Updates

The To-Do List plug-in was published in October 2022. As of today, it has reached over 8K users

 

We sincerely thank our users for their support. Thanks to you, we have reached 4% of our $800 fund raising goal.

To-do List Plugin: Customize Header Task Name and Color

 You can change the header task name and color to what you prefer.

Please follow the steps below:

1. From the menu Extensions > To-do List Plugin, click “Unplug.”

2. Change the header task name and color as desired (for example, as shown below).

3. From the menu Extensions > To-do List Plugin, click “Plug in.

Comfort Attendance: Enhanced Configuration Options

For one-time attendance where the column header does not contain a date, you can enter the column header in the configuration as shown below:

If you are using a Google smart table, which does not support date objects, you can also enter the column header and manually update the configuration each time you take attendance.

On the name column, you can use labels such as “Total”, etc. In the configuration, simply provide the first label that marks the end of the attendance name list.