Personal Investor Lab: Indicator Validation for Alerts

With all investment data stored in a spreadsheet, you can define your own custom indicators:

These indicators can then be used in your buy and sell alerts.

The matching table now validates whether each referenced indicator exists on the first line. The last column displays ✅ for defined indicators and ❌ for undefined ones, making it easier to spot configuration errors before they affect your alerts.

Personal Investor Lab: Support life insurance

The Post Activity function has been enhanced to support Coverage, Payment, Premium, Earned (+/-), and Claim activities in the Activity sheet.

After posting, the insurance record is added to the Holding sheet. When the Dashboard is renewed, the insurance item is displayed in the Unlisted Holding table.

If a Claim activity is entered and posted, the insurance item is moved to the Investment History table on the Dashboard sheet.

SPCsoft Galaxy Updates: Comfort Attendance Reached 2K Users

The Comfort Attendance add-on was published in July 2024. As of today, it has reached over 2K users

Please support us in publishing free add-ons for people and communities.

Personal Investor Lab: Performance Tuning

The user-customizable charts in the dashboard are refreshed for every security, which consumes part of the Google Apps Script 5-minute runtime limit. Currently, Google Apps Script does not provide a way to suspend chart refreshes during script execution.

To reduce the runtime, the add-on has been enhanced to eliminate unnecessary chart refreshes. For example, charts are no longer refreshed for securities without any 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 only when required. 

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

The add-on can reduce unnecessary chart refresh runtime by controlling when chart data is copied.

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: To-do List Plugin Reached 8K Users

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.

Personal Investor Lab: Introducing the New Charts Tab 📈!

Your alerts and chart images are now automatically saved in the new Charts tab when you renew the dashboard — making it easier than ever to track and review your investment insights. The Dashboard buy and sell alerts have been linked to the charts. 

✨ Tip: To ensure charts are generated and saved, clear the “Stop showing chart when selecting more than…” setting or increase its limit.

Comfort Attendance: Zoom and Linked Attendees Optimization

When the number of attendees exceeds 100 and linked/associated attendees are displayed horizontally, the table can become quite large. On some mobile devices, this may temporarily freeze the page and require a double tap to resume interaction.

The web app has been enhanced to improve usability and performance:

• A- / A+ controls are now available to zoom out and zoom in the attendee table smoothly.

• Linked attendees are displayed only when an attendee is clicked, reducing initial layout complexity and improving responsiveness.

These improvements help maintain smooth interaction and better performance, especially on mobile devices with large attendance lists.