Portfolio Sheet


Utilities

The third group of sheets relate to configuring and maintaining the sheet. Brief descriptions of these sheets are below. For more details see the help menu in the sheet.


Local Lists

The Local Lists sheet, hidden by default, contains automatically created lists of local data the sheet uses. You do not need to edit anything on this sheet. 


Remote Lists

The Remote Lists sheet, hidden by default, contains lists of remotely created data the sheet uses. It is made up of lists of data that are used by all users of the sheet and maintained by the author of the sheet. You do not need to edit anything on this sheet. 


Settings

The Settings sheet contains sections for 100s of general and sheet specific settings you can change.


Themes

The style of the sheet is determined by the theme the sheet is using. The sheet comes with a default theme named "Default". You can select a new theme on the Settings sheet in the themes section or on the Themes sheet.


Backups

This sheet will display any backups of your sheet made to your Google Drive account. 


Mirrors

The sheet contains sheet keys for the different external sheets that the main sheet retrieves data from. Each time you open the sheet, a different mirror is used. You should not edit this sheet. You can view the mirrors that you are currently using and change them on the Sheet Health sheet or the Settings sheet in the Mirrors section. 


Versions

The sheet uses a library, script, hotfixes and of course the individual sheet tabs themselves. All of these contain version numbers. You can check the version you are using of each and if there are any updates on the Versions sheet. There is a stable and beta version for each although they may be one and the same. It is important to keep up to date on everything as new versions often fix issues. 


Change Log

The Change Log sheet displays details on any changes made to the original sheet. You do not need to be concerned with changes made to the sheet before you started using it. If a change has been made since you started using the sheet and you want to make the change to your own sheet, you have three options. 


Issues

The Issues sheet displays details on any known issues and their current status. Issues that are resolved are marked as such and details added to the Change Log. You can report an issue by going to the pull down menu at Portfolio Sheet Menu > Support > Contact. Registered users can vote on which issues are most important to them so issues can be prioritized as far as which to work on first. 


Suggestions

The Suggestions sheet displays details on any known suggestions and their current status. Many sheet features are a result of a suggestion sent by a user. You can send any suggestions by going to the pull down menu at Portfolio Sheet Menu > Support > Contact. Registered users can vote on which suggestions they like the most. 


Sheet News

The Sheet News sheet displays any news about the development of the sheet. 


Sheet Health

The Sheet Health sheet displays the health of the different external sheets the main sheet uses. If a sheet being used is not accessible, you can change to a different mirror for the data on this sheet or on the Settings sheet in the Mirrors section. 


Script Log

When enabled on the Settings sheet, the Script Log sheet displays a log and statistics of many functions used by the sheet. Logging is disabled by default and for performance reasons should normally remain disabled unless you are running into quota issues. 


Error Log

The error log sheet displays some of the errors that occured in the sheet. These are automatically reported to support so that they can be reviewed and any issues can be resolved.


Links

The links sheet displays links to popular finance sites as well as a section for your own links. You can create up to 7 of your own link categories. Links can be viewed on the Links sheet or opened in the sidebar. On the Settings sheet in the links section, you can specify whether the default links, your custom links or both are shown in the sidebar. You can change the sort order of your own links by editing the order numbers in each list.


Help

The Help sheet displays a link to the Help file and some related sheet sites. 

X
We use cookies to understand how you use our site and to improve your experience. By continuing to use our site, you accept our cookie policy, privacy policy and terms of service. Learn More.
Ok, got it!