Excel Workbook

Discussion List

• Setting Up

  50 views 4 comments 0 points Most recent by satriowicaksono November 2021
• Formula for Annualized RoR

  62 views 1 comment 0 points Most recent by VidasMatelis September 2021
• Tracking investments with manual pricing

  73 views 3 comments 0 points Most recent by VidasMatelis July 2021
• power pivot add on not available

  27 views 1 comment 0 points Most recent by VidasMatelis July 2021
• Symbol Change for Stock

  47 views 1 comment 0 points Most recent by VidasMatelis July 2021
• Time-Weighted Rate of Return – TWR

  35 views 1 comment 0 points Most recent by VidasMatelis May 2021
• Costbasis calculation and Tax report - FIFO method

  43 views 2 comments 0 points Most recent by Ben_Wien April 2021
• Us Portfolio Slicer for only tax reporting

  36 views 2 comments 0 points Most recent by wirecutter April 2021
• SymbolTransferIn SymbolTransferOut counted as realized capital gain

  61 views 3 comments 0 points Most recent by VidasMatelis March 2021
• Transfer between accounts

  57 views 4 comments 0 points Most recent by rmweiss12 March 2021
• Calculation of Profit %

  42 views 1 comment 0 points Most recent by VidasMatelis March 2021
• How to Speedly Load SymbolNames in the srcSymbol Tab Using EXCEL 365 Stock Function

  43 views 2 comments 0 points Most recent by Kh57smth February 2021
• YahooIntraday.txt not updating while GetQuotes-YahooIntraday succeed to download uptodate datas

  38 views 4 comments 0 points Most recent by Ben_Wien February 2021
• A Pivot Table cannot overlap another Pivot Table - Error

  24 views 1 comment 0 points Most recent by VidasMatelis January 2021
• YTD Symbol Profit % chart on Overview tab - loses color formatting

  42 views 7 comments 0 points Most recent by buddyb January 2021