Hi, I have this week downloaded Portfolio Slicer and also Power BI. So I am brand new to both. What I have seen of your work and the software I can see great advantages for me.
I have been running my portfolios in excel and have been extracting performance / tracking from this data base. I had not found other commercial solutions that were able to emulate my objectives. So having seen what you have prepared I am excited about this as an improvement to my process. I have entered some of my earlier data and after some toing and froing I am comfortable with this aspect.
In your PortfolioSlicerC2.3 power BI I see in the reports file that you have a "Profit" [Profit = Report[Dividends] + Report[Capital Gain]]
I am trying to use this data to create a visualization to simulate what I have done in excel. Examples are in the attached pdf files After a few attempts I am not achieving an outcome.
Are you able to guide me here. I have tried copying and then modifying the visulaisation on your "Daily Movment" tab which is showing "Total value of investment" - but withoutr luck.
Let me know if this is too big an ask. I know that I could spend a day or 2 and possibly not get where I need to - but possibly then throw my hands up and say it is too hard.