This release is all about customization and providing options for filtering and viewing the Dashboard Data you want to see!
- Filter your data
- Create multiple custom allocations
- Create saved Dashboard Views
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
- Custom Allocations: In addition to the "Overall Allocation", you can now specify additional allocations selectable from the new Dashboard Settings
- Saved Dashboard Views: Create "Saved Views" for common "Dashboard Settings" and "Filters".
- Account and Asset "Tags": Tag your Accounts or Assets however you like and use them to filter your Dashboards.
- Dashboard Settings: Customize your Dashboard View
- Group By (Moved from main Dashboard View)
- Tree Map Root (Allocation Dashboard Only)
- Allocation (Allocation Dashboard Only)
- Filters (Include/Exclude)
- Account Filters: Accounts, Account Types, Tax Types, Institutions, Owners, Tags
- Asset Filters: Assets, Asset Classes, Asset Categories, High-Level Categories, Tags
Updated
- Improved Data Querying/Summarization to support new features
- Renamed "Account Dashboard" to "Holdings Dashboard" to reflect new capabilities
- Assets can now be marked as "manual", preventing unnecessary calls to Google Finance and backup data sources