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.