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
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