Excel Workbook

Discussion List

• SymbolTransferIn Not Showing in Holdings

  30 views 2 comments 0 points Most recent by mg3putt July 2023
• Wrong 3.1 pbix file?

  84 views 4 comments 0 points Most recent by VidasMatelis July 2023
• update to v3.1 from v2.3

  145 views 6 comments 0 points Most recent by RonDavis March 2023
• Error messages - Refresh All fails

  100 views 9 comments 0 points Most recent by gsbaker February 2023
• Upgrade from Excel 2010 to Excel 2016

  38 views 5 comments 0 points Most recent by VidasMatelis February 2023
• Fixed Investment Shows Gain and Loss on Daily Tab

  26 views 2 comments 0 points Most recent by mg3putt February 2023
• Cost Basis across multiple accounts

  23 views 2 comments 0 points Most recent by VidasMatelis February 2023
• US stock showing high number is CAD.

  56 views 4 comments 0 points Most recent by emptyquarter February 2023
• Installing PortfolioSlicer3.1

  135 views 3 comments 0 points Most recent by VidasMatelis February 2023
• TransInfo tab

  28 views 1 comment 0 points Most recent by VidasMatelis January 2023
• PS v3 release?

  71 views 1 comment 0 points Most recent by VidasMatelis January 2023
• Performance by Allocation

  33 views 1 comment 0 points Most recent by VidasMatelis December 2022
• cost basis not calculating for new account/symbol

  32 views 1 comment 0 points Most recent by jwenga August 2022
• error In Yahoo Intraday for 1 symbol

  18 views 1 comment 0 points Most recent by VidasMatelis June 2022
• Quotes not working

  209 views 19 comments 0 points Most recent by emptyquarter May 2022