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Add-on Release Notes

The tradeGIST Google Workspace Add-on follows a different release schedule than the Google Sheets template. This page details the add-on's improvements, tweaks, and bug fixes.

Automatic Updates

New versions of the Add-on are automatically rolled out to your installation—you don't need to do anything. You can always verify which version of the Add-on you are running by opening tradeGIST > ⚙️ Settings and selecting the App information tab.

v5.5.0​

New Features & Improvements​

  • 14-day Pro trial for every new user: The first time you run the add-on, a 14-day trial of the full Pro feature set starts — no license key, no card, and no limit on the number of transactions. When the 14 days are up you move to the free tier automatically; nothing is charged and nothing in your spreadsheet is deleted, hidden, or locked. See Quick Start → License.
  • Record interest with the new interest operation: Interest received on a cash balance or a holding now has its own Op value, so it no longer has to be logged as income alongside dividends. Put the total amount received in the Volume column and leave Price blank, exactly as for income — see Managing Transactions.
  • A Transactions submenu: Generate Trades and Update selected FX rates now live together in a Transactions submenu of the tradeGIST menu, keeping the top level to the actions you run most.
  • Send feedback from the menu: A 💬 Send feedback item in the tradeGIST menu lets you tell us what's confusing, broken, or missing without leaving your spreadsheet.

v5.4.1​

Bug Fixes​

  • More accurate annual dividend per share for irregular payers: The Annual DPS column in the Dividends sheet is now correct for stocks whose payout schedule recently changed or is irregular — the add-on matches the stock's real payment schedule (for example twice-monthly payers) instead of being thrown off by a single odd gap between past payments.

v5.4.0​

New Features & Improvements​

  • Automatic trade updates: Turn on Automatic trade updates in ⚙️ Settings → Caching / performance and your trades and Dashboard refresh a few seconds after you edit the Transactions sheet — no Generate Trades click needed. Off by default; requires the Trades cache. See Automatic trade updates.
  • The trades cache keeps itself accurate: Your trades now stay accurate when you edit existing transaction rows, and when you insert, delete, or move rows — the add-on detects the change and rebuilds automatically on the next generation, no more routine "Clear trades cache". It also self-heals when an undo accidentally reverts the generated Trades sheets.
  • Configuration changes are picked up automatically: Editing your assets, option contracts, tax rates, tax groups, stock splits, or wash-sale identical-assets groups refreshes the configuration cache on its own — no more routine "Clear configuration cache". With Automatic trade updates on, your trades follow a few seconds later, and saving Settings that affect trade matching (base currency, matching method, wash sale rules) regenerates them right after the save.

Bug Fixes​

  • Asset currency changes take effect immediately: Changing an asset's currency in the Configuration sheet is now detected and reflected in your trades on the next generation — it previously required clearing the trades cache.

v5.3.0​

New Features & Improvements​

  • Cancel or restart your subscription from Settings: Manage your subscription directly in ⚙️ Settings → License — cancel to stop auto-renewal (you keep full access until your renewal date), or restart it to resume billing — without visiting an external portal. Each change is confirmed with a code emailed to your license address.
  • Automated FX rates for snapshots: Snapshots now automatically fetch the current exchange rate using your configured FX rate API key (or a free service if none is provided) — you no longer need to maintain exchange rates in the Configuration sheet, so if you have legacy xchange_rate_<CURRENCY> rows there, you can delete them. Read more in the Configuration guide.

v5.2.0​

New Features & Improvements​

  • Snapshot status at a glance: The Automated snapshots toggle in ⚙️ Settings now shows a live status badge — first snapshot pending, Active (with the last-run date), Last run failed — retrying next cycle, or Disabled because of an error with a Show error button that opens the full diagnostics.

v5.1.2​

Bug Fixes​

  • Correct equity prices: Fixed the auto-generated price formula so it points at the right ticker cell — stock and crypto prices fetch correctly again.

v5.1.0​

New Features & Improvements​

  • Upgrade to Pro inside the add-on: On the Starter plan? You can now upgrade to Pro right from ⚙️ Settings → License — confirm a code emailed to you and your card on file is charged a prorated amount for the rest of your current period, switching you to Pro instantly. No checkout page, no re-entering payment details.

v5.0.0​

Breaking Changes​

  • Legacy option functions removed: The old PT_* option custom functions (PT_IS_VALID_OPTION_SYMBOL, PT_EXTRACT_OPTION_*) have been removed. Use the built-in Named functions (OPTION_ROOT_SYMBOL, OPTION_EXPIRY_DATE, OPTION_STRIKE_PRICE, …) instead — any cell still calling the old functions will show #NAME?.

New Features & Improvements​

  • Settings dialog: The general settings that used to live in the "Configuration" sheet now live in a dedicated ⚙️ Settings dialog, with per-field validation and Test buttons that verify each API key with a single lightweight request (no portfolio data fetched). Your license (License tab) and app diagnostics (App information tab) are now part of the same dialog — 🔑 Manage License opens it straight to the License tab, and the standalone "Show App information" menu item has been folded in.
  • Dashboard settings: A new Dashboard tab in the Settings dialog lets you configure your Dashboard charts and the portfolio change-window directly, instead of editing cells on the Configuration sheet.
  • Dividend income: New "dividend" asset type with an income operation to record cash dividends. Enter the paying company's ticker and the total amount received in the volume column; dividend rows are excluded from trade matching and do not generate trade records.
  • Dividend reinvestment (DRIP): A drip operation logs reinvested dividends — the new shares count toward your holdings just like a buy.
  • Update dividends info: A new menu action auto-fills per-share dividend amounts and upcoming ex-dividend / payment dates for the tickers you track, preserving any values you set manually.
  • Wash sale detection: Optional wash-sale detection flags washed losses across stocks and options, defers the disallowed amount, and adjusts your cost basis for accurate tax reporting and P&L calculations (e.g. following US IRS §1091). Off by default.
  • Sector & Industry: Assets can now carry a Sector and Industry, surfaced as new columns on the Trades sheet so you can break down performance by sector.
  • Per-asset price source: Each asset and option contract has a "Data entry" mode (Auto, GoogleFinance/CoinMarketCap/Massive, or Manual) so "Update prices" never overwrites prices you maintain yourself.
  • Tax groups: Accounts can be grouped by tax entity for accurate per-entity P&L and tax, with both shared and fully isolated account modes.
  • Expired options handled automatically: Expired option contracts now close automatically — no manual entry needed to reflect them in your P&L. An option entered with the equity asset type is also auto-detected from its ticker.
  • Missing-position warnings: After generating trades, the add-on flags any open positions missing from your configuration, with one-click copy to add them.
  • Richer snapshots: Asset snapshots now also record your open option contracts and their value per ticker.
  • License and app info are now tabs in the Settings dialog: Manage your license and view app information right inside Settings — both are now tabs instead of separate dialogs.
  • Seamless license upgrades & downgrades: License upgrades and downgrades now take effect seamlessly — change your plan and your features follow. And a new Refresh button in Settings → License pulls your latest license from our servers on demand, so you never have to wait (or re-enter your key) for a change to apply.

Bug Fixes​

  • Multi-currency option exercise/assignment: Exercises and assignments in multi-currency portfolios now use the correct historical FX rates, so cost basis, P&L, and FX impact are accurate.

v4.3.0​

New Features & Improvements​

  • Cash Asset Type: Added support for a new "cash" asset type to allow registering "deposits" and "withdrawals". The template uses it to automatically calculate cash balances.

Bug Fixes​

  • Dialog Errors: Fixed an issue with error handling surfacing in dialog windows.

v4.2.1​

New Features & Improvements​

  • Error Handling: Improved error reporting by exposing detailed debugging information. Users can now easily share the diagnostic data with the support team to help diagnose and resolve potential issues more effectively.

Bug Fixes​

  • Crypto Prices: Resolved an issue where fetching cryptocurrency prices occasionally threw a "quota reached" error.
  • Option Contracts: Option contracts are now correctly marked as "in use".

v4.2.0​

New Features & Improvements​

  • Onboarding Flow: Enhanced the user onboarding experience. When the add-on is enabled on a new Google Sheet, the menu automatically detects whether the current spreadsheet is a valid tradeGIST template and provides appropriate guidance.
  • License Management: Added a dedicated menu item that allows users to easily set or update their license key via an in-app dialog window.
  • Portfolio Setup: Introduced a new menu option to streamline the creation and initial configuration of a new portfolio.

v4.1.0​

New Features & Improvements​

  • Authorization Flow: Improved the authorization flow when enabling the extension for new users. The process now clearly outlines the necessary steps if the add-on is enabled on a non-official spreadsheet template.

v4.0.3​

Bug Fixes​

  • Missing Options Greeks: Fixed an issue where missing Greeks data from the Massive API would break sheet calculations. The add-on now gracefully defaults to a delta of 1 (Call) or -1 (Put) when this information is unavailable, ensuring net exposure calculations remain intact.
  • Preserve Equity Formulas: Resolved a regression in the "Update Prices" function that was overwriting custom formulas for equity assets. Custom price formulas are now correctly preserved.
  • Assignment/Exercise Cost Basis: Corrected the share cost basis calculation when option contracts are assigned or exercised.

v4.0.1​

Bug Fixes​

  • Empty Options Configuration: Fixed a bug that triggered an error during price fetching when no options contracts were defined in the Configuration sheet.
  • Preserve Custom Prices: Prevented automated price fetching from overwriting manually entered prices in the Configuration sheet. This allows users to safely rely on custom formulas to fetch equity prices instead of being restricted solely to GOOGLEFINANCE.

v4.0.0​

New Features & Improvements​

  • Licensing Support: Added support for the new license and subscription validation system.
  • Updated Column Layout: The add-on now handles the reordered columns of the Transactions sheet (introduced in template v0.6.0).