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Template Named Ranges

Named ranges in Google Sheets™ are predefined labels for cell ranges, making formulas easier to read and maintain. The tradeGIST template exposes several named ranges for accessing configuration, cash, and trade data dynamically. These update automatically as your data grows, avoiding hard-coded ranges.

How to Use Named Ranges​

  • In Formulas: Reference a named range directly within your formulas just as you would normal cell coordinates (e.g., =cash_balance).
  • Benefits: Ranges expand automatically as new data is added, ensuring your formulas stay accurate without requiring manual range updates.

Example: Instead of using a static, hard-coded cell reference like Configuration!C5, you can simply type =base_currency anywhere in your spreadsheet to get your portfolio's base currency.

General Named Ranges​

These provide dynamic access to configuration and portfolio summary data:

  • accounts: The list of available accounts (used in transaction dropdowns).
  • base_currency: The portfolio's overall base currency.
  • cash_balance: Your total cash balance across all accounts.
  • cat_sheet_prefix: The system prefix for category sheets (e.g., "cat__").
  • categories: The list of trade categories (used in transaction dropdowns).
  • current_year: The current calendar year calculations are running for.
  • industries: The full list of industries defined in the Configuration sheet.
  • sectors: The full list of sectors defined in the Configuration sheet.
  • dividend_tickers: The list of asset tickers configured to capture dividend payments.
  • trades_sheet: The system name of the Trades sheet.

Tips​

  • Dynamic Updates: Named ranges adjust automatically after running "Generate Trades."
  • Troubleshooting: If a range seems outdated, regenerate trades or check for errors.

For more help, refer to the Custom Functions documentation or FAQ.