Official template

The Portfolio Tracker add-on requires the official Google Sheets template to function correctly. The template includes pre-configured sheets, formulas, and scripts that the add-on relies on.

• Get the official template here.

Make a copy of the template in your Google Drive and install the add-on on your copied file. Do not use the original template directly, as the add-on will write data and the copy keeps the original unchanged.

Enabling the Extension

After you have successfully made a copy of the template and installed the add-on, you must manually enable the extension within your specific spreadsheet. This step ensures that the add-on has the necessary permissions to interact with your data.

1. Open your copy of the official template.
2. Navigate to the top menu: Extensions > Portfolio tracker.
3. Initially, you will see a single option: Enable extension.
4. Click "Enable extension" to activate the add-on features for this sheet.

important

For your security, the extension will only have access to the specific spreadsheet where it has been explicitly enabled. You must click "Enable extension" on every new copy you make, or the automated menus and price updates will not appear.