Portfolio Slicer Forum

Discussion List

• Profit%

  46 views 3 comments 0 points Most recent by PeterO October 2020External Data Files
• Date Error

  25 views 2 comments 0 points Most recent by PeterO October 2020External Data Files
• Dividend - didnt load

  17 views 3 comments 0 points Most recent by VidasMatelis October 2020External Data Files
• Reporting currency

  20 views 4 comments 0 points Most recent by ALB161067 October 2020Excel Workbook
• external quotes

  36 views 3 comments 0 points Most recent by VidasMatelis October 2020General
• Groupings

  27 views 2 comments 0 points Most recent by ALB161067 October 2020Excel Workbook
• Set up

  40 views 1 comment 0 points Most recent by VidasMatelis October 2020Excel Workbook
• Location

  19 views 1 comment 0 points Most recent by ALB161067 October 2020External Data Files
• Report that can filter holdings by Security

  35 views 5 comments 0 points Most recent by gsbaker September 2020General
• Transaction Entry to Cover BEP-UN Reorganization

  58 views 6 comments 0 points Most recent by VidasMatelis September 2020General
• Question

  33 views 1 comment 0 points Most recent by VidasMatelis September 2020General
• Proper Way to Record a Special Distribution

  37 views 2 comments 0 points Most recent by mg3putt September 2020Excel Workbook
• Account/Securities not showing in report

  27 views 1 comment 0 points Most recent by VidasMatelis August 2020Excel Workbook
• Script creates duplicates in Quotes.csv

  39 views 2 comments 0 points Most recent by fbleitao August 2020Excel Workbook
• Cost Basis vs Average Book Value

  48 views 1 comment 0 points Most recent by VidasMatelis August 2020Excel Workbook