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v1.5.1 — Everything explains itself

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@github-actions github-actions released this 17 Jul 20:10

No new switches, no new numbers — this release makes the file easier to
understand, top to bottom.

  • A friendlier Guide. The Guide tab is shorter, better organised and
    stays put while you scroll (the title no longer disappears). Same
    content, fewer walls of text — start in 4 steps, one table that says
    where each thing goes, and everything you can personalise in one place.
  • Words you'll see. The Guide now ends with a small glossary: XIRR,
    ISIN, NAV, PRAN, UAN, SGB, ex-date — each in one plain sentence. The
    correct terms stay on the sheets (they match your statements, word for
    word); the glossary just makes sure they never puzzle you.
  • Hover and it explains. Point at a technical column heading — XIRR,
    ISIN, Comp./yr, Face Value, Drift, Corpus and friends — and a small note
    tells you what it means in plain words, right there on the sheet. The
    same term is explained the same way everywhere.
  • Clearer update window. The privacy questions are simpler: one plain
    question at a time, a wrong password says so immediately (with two more
    tries), and turning the mask off asks for a clear YES on its own line.

Your numbers, formulas and layout are untouched — an updated file works
exactly as before, just with more help built in.


Get it: download the zip for your computer below (Windows or Mac) and
unzip it. Updating? Keep your own Excel file; just replace the Update
Portfolio
app with the new one.

Full changelog: v1.5.0...v1.5.1