Portfolio Slicer Forum

Discussion List

• Scripts to get data for Portfolio Slicer from Yahoo, Google and BoC

  Announcement 9.4K views 44 comments 0 points Most recent by GBiasini May 2019External Data Files
• Problem during initial setup

  9 views 2 comments 0 points Most recent by aram855 March 25General
• dividends in regular and light reports

  22 views 5 comments 0 points Most recent by jagmanvdp February 28Migration
• Quote retrieval for SDZNY

  25 views 2 comments 0 points Most recent by jagmanvdp February 28External Data Files
• Allocation -Target Table

  79 views 9 comments 0 points Most recent by MikeP February 3Excel Workbook
• Refresh of report .xls file leads to error: "transID contains blank values"

  11 views 2 comments 0 points Most recent by Lars January 29General
• errors in new migration to Version 3

  39 views 4 comments 0 points Most recent by VidasMatelis January 28Migration
• CurrencyFrom 'EUR' in CurrencyConv.csv but not in ReportCurrency.csv

  16 views 4 comments 0 points Most recent by Lars January 25General
• Help on how to create new dashboards/reports in PowerBI

  64 views 4 comments 0 points Most recent by VidasMatelis January 17Portfolio Slicer for Power BI
• Script having problems

  164 views 7 comments 0 points Most recent by VidasMatelis December 2024External Data Files
• Dividends in Version 3.1

  50 views 5 comments 0 points Most recent by VidasMatelis December 2024General
• MS Office 2024

  56 views 2 comments 0 points Most recent by jagmanvdp December 2024External Data Files
• Daily - Detailed View of Last 10 Days

  57 views 6 comments 0 points Most recent by mg3putt November 2024Excel Workbook
• UpdatePSDataFromExcel Won't Run Successfully When Trying to Migrate to v3.x

  42 views 2 comments 0 points Most recent by mg3putt November 2024Migration
• "Method Invocation failed..." error

  29 views 3 comments 0 points Most recent by PRoldie November 2024External Data Files
• Script Error

  224 views 8 comments 0 points Most recent by VidasMatelis November 2024External Data Files