Personal Investor Lab for Google sheet user to test and learn direct investing

Basic framework for Google sheet user to build an investor lab from which to test and learn direct investing. 

It is for small volume personal use due to limitation from Google or Yahoo finance APIs in your configuration. To minimise the data traffic, stock prices are cached on the Cache sheet. Therefore, the first time run will take longer time.

Based on the tickers and the activities entered, this add-on update the Dashboard sheet automatically which has below:

• Activity Posting Summary
• Performance
• Line Charts
• Buy/Sell Alerts
• Listed Holdings
• Performance History
• Investment History

How to install?

1. Make a copy of the Personal Investor Lab Template to your folder and rename it. From the sheet menu, click File > Settings to set your locale and timezone.
2. Go to Google Workspace Marketplace to install Personal Investor Lab. After Installation, re-open your copied sheet, the top menu Extensions will have this add-on.
3. Check out the demo data in Setup sheet and Activity sheet.
4. Try out the add-on functions on the demo data.
5. When tested good, replace the demo setup data and activity data by your own testing data. 

How to use?

1. Review the Dashboard sheet which is automatically renewed at the hours set in the configuration. 
2. Optionally, enter the investment activities (bought ,sold, dividend, distribution, reinvested, deposit, withdrawal, fee, fee (unit), transfer, exchange, switch, adjustment, tax, split, merge, b/f, refund) to the Activity sheet. 
3. Use the following add-on functions as wanted:
• Run chart display - Select a ticker on Dashboard sheet. Run this function to display the charts. Click another ticker will see another charts. If it is not working, please re-open your sheet.
• Renew dashboard - Select the cell A1 (all tickers), a label, a color tag or a range of tickers. Run this function to renew the Dashboard sheet on selected tickers.
• Refresh holding price - Run this function to fetch market prices online to refresh the Dashboard sheet > Listed Holding table. 
• Post activity - After entering activities to Activity sheet and do not want to wait for the next automatic renewal hour, run this function to post the activities manually which will renew the Dashboard sheet, Holding sheet and Sold sheet immediately.
• Log today's balance - With renewal hours configured, the month end balance will be logged to the Dashboard sheet > Performance History table. For additional logging, run this function manually.
• Clean up cache - When the Dashboard > Stock table has been changed, run this function to clean up the cached price history on tickers that have been removed in Stock table.
• Configure my lab - Run this function to change the lab configuration.
• Test my alert - Define a matching rule in Setup sheet > Buy_Alert/Sell_Alert table. Enter the attributes in Setup sheet > Ticker table. Run this function to test the alert.
• Contact developer - Use this function to contact developer.
• Like - New user has 20000 runtime credit. Run this function to view the outstanding runtime credit and see how to like this add-on for more runtime credit.
4. For advanced user, follow the cell notes on Dashboard sheet to customize and build one's own dashboard.

Support     Post install tip     Privacy policy     Terms of service