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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 all the behind-the-scenes script 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 selecting tradeGIST > Troubleshooting > Show App information from the Google Sheets menu.

v4.3.0​

New Features & Improvements​

  • Cash Asset Type: Added support for a new "cash" asset type to allow registering "deposits" and "withdrawals". The upcoming new template will utilize this feature 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. Price requests are now batched and cached for 60 seconds to improve reliability and performance.
  • Option Contracts: Fixed the logic responsible for correctly marking option contracts 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 logic 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 backend processing to support the new validation system for licenses and subscriptions.
  • Updated Tabular Mapping: Adjusted script internal logic to correctly handle the new, reordered columns within the Transactions sheet (introduced in template v0.6.0).