This small release adds some big functionality. It addresses a recent issue where the GOOGLEFINANCE function stopped pulling expense ratios.
With this new version, you can now define "backup sources" to ensure key data is always available. This allows Portfolio Tracker to:
- Pull expense ratios, names, and prices even when GOOGLEFINANCE fails.
- Retrieve fund information from backup sources for funds not supported by GOOGLEFINANCE (like
SPAXX). - Automatically pull expense ratios for ETFs, which is a current limitation of the GOOGLEFINANCE function #17
Resources:
- Template - Create your copy to get started!
This template contains the minimum amount of data to allow for easy setup.
- Sample Data - Create a copy to see a fully populated sample.
Note: A fully populated sheet with Sample Data.
It is recommended to use this for reference only. Start with the template above when entering your own data. - Documentation
Added
- Ability to define Backup Sources for Asset Name, Price and Expense Ratio