Sunday, July 19, 2026

Personal Investor Lab: Shortcut Menu for Faster Navigation

I'm excited to introduce a new floating Shortcut Menu in Personal Investor Lab, designed to make frequently used functions more accessible and improve the overall usage.

What's New

Floating Shortcut Menu


The new floating shortcut menu provides quick access to the most commonly used functions:

  • Refresh Holding Price
  • Build Chart
  • Renew Dashboard
  • Post Activity

You can move the menu to any blank space which will stay there, visible while you use the add-on, reducing the need to navigate through multiple menus and making navigation more efficient.

Automatic Display

The Shortcut Menu automatically appears when you run the following function from menu:

  • Refresh Holding Price
  • Build Chart for a selected ticker.

Improved Chart Viewing Experience

The floating menu is particularly useful when viewing tickers which are not saved in the Chart sheet.

Quick Access to Post Activity

The Post Activity function is now readily available from the Shortcut Menu.

This is especially useful when updating activities that do not involve a row change will trigger  renewing holdings automatically.

Summary of Benefits

  • Faster access to frequently used functions
  • Fewer menu clicks
  • Improved workflow when reviewing charts
  • Convenient activity posting for non-row-change updates
  • Better overall user experience


No comments:

Post a Comment