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I have downloaded Portfolio Slicer and followed all the instructions, etc. How do I actually get started setting up the investments, acb, etc and clear the sample data? Where do I start entering all the information from the various investment accounts held?
Comments
I would suggest you start slow - just pick one symbol and one account and enter buy transactions for it. Then add dividends for that symbol. Review results and make sure you understand them.
More info on how to enter data can be found here:
http://www.portfolioslicer.com/docs/step-by-step-guide-how-to-use.html
"We couldn't refresh the connection 'WorksheetConnection_PortfolioSlicerV2.4-XL13.XLSX!Symbol'. Here's the error message we got:
Column 'Symbol' in Table 'Symbol' contains blank values and this is not allowed for columns on the one side of a many-to-one relationship or for columns that are used as the primary key of a table.
I have no idea what happened or how to fix it. Please help.
thank you,
Danielle
It is very likely that you have empty row in Symbol table. On this page (http://www.portfolioslicer.com/docs/excel-enter-table-data.html) there is an section "How to check if Excel table has empty rows" that should explain you how to check if your Symbol table has empty rows. PowerPivot+Excel is very sensitive to this and can cause these type of errors.
I have another question - is it possible to include Mutual Fund units in Portfolio Slicer as well? If so, please let me know how I would set this up.
Thanks,
Danielle
Yes it is possible, but (usually) just funds that you can get daily price for from websites.
Here is more info about how to check if website has quotes here: http://www.portfolioslicer.com/scripts/quotes-datasource.html