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Portfolio Slicer for Power BI
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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
YTD Symbol Profit % chart on Overview tab - loses color formatting
42
views
7
comments
0
points
Most recent by
buddyb
January 2021
Excel Workbook
How to input different allocation targets for each account?
34
views
2
comments
0
points
Most recent by
fbleitao
January 2021
General
Quotes imported to Power BI without decimal points
25
views
2
comments
0
points
Most recent by
fbleitao
January 2021
Portfolio Slicer for Power BI
"Last Quote" date in Overview sheet Cell K1 not getting updated
22
views
5
comments
0
points
Most recent by
dharma
January 2021
Excel Workbook
Running on Mac under Parallels or similar
24
views
3
comments
0
points
Most recent by
dharma
January 2021
General
UpdatePSData.bat not working.
32
views
3
comments
0
points
Most recent by
dharma
January 2021
External Data Files
Issue With Capital Gain - Buy USD Stock in CAD account, Transfer from CAD to USD Account, Sell.
29
views
5
comments
0
points
Most recent by
VidasMatelis
January 2021
Excel Workbook
Tracking TFSA contributions
36
views
2
comments
0
points
Most recent by
hheyermans
December 2020
General
Yearly Capital Gain Discrepancy
24
views
2
comments
0
points
Most recent by
PeterO
December 2020
General
Speed increase
47
views
1
comment
0
points
Most recent by
VidasMatelis
December 2020
General
Manual Price Entry
46
views
1
comment
0
points
Most recent by
VidasMatelis
December 2020
General
Certain holdings show -100%
27
views
2
comments
0
points
Most recent by
hellohollo
December 2020
External Data Files
Symbol gone from a table
18
views
2
comments
0
points
Most recent by
PeterO
December 2020
General
Excel file corrupt since last O365 update
32
views
2
comments
0
points
Most recent by
VidasMatelis
December 2020
Excel Workbook
Norbert's Gambit and Journaling Shares
44
views
1
comment
0
points
Most recent by
VidasMatelis
December 2020
General
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