Portfolio Slicer Forum

Discussion List

• Incorrect Dividends

  135 views 4 comments 0 points Most recent by VidasMatelis May 2020Excel Workbook
• Canadian Mutual Funds

  232 views 4 comments 0 points Most recent by VidasMatelis May 2020External Data Files
• GenDiv Used Error in Config Table -PowerBI

  31 views 2 comments 0 points Most recent by VidasMatelis May 2020Portfolio Slicer for Power BI
• Short and Long Term Capital Gains Distribution

  30 views 3 comments 0 points Most recent by VidasMatelis May 2020General
• Switching Brokerage

  50 views 3 comments 0 points Most recent by VidasMatelis May 2020Excel Workbook
• Tracking a Short Stock Trade

  1K views 20 comments 0 points Most recent by VidasMatelis April 2020General
• Yahoo price issue

  45 views 1 comment 0 points Most recent by VidasMatelis April 2020External Data Files
• Transaction type for BIPC spin-off from BIP

  72 views 5 comments 0 points Most recent by VidasMatelis April 2020General
• Error in Cash Transactions and Dividend Missing

  60 views 5 comments 0 points Most recent by Mat April 2020Excel Workbook
• Script not working

  147 views 15 comments 0 points Most recent by VidasMatelis April 2020Excel Workbook
• Accounting for Forex Transactions

  33 views 1 comment 0 points Most recent by VidasMatelis April 2020General
• Preferred Shares

  31 views 0 comments 0 points Started by vinanton April 2020 Excel Workbook
• Yahoo Currency Exchange rate script not updating issue - resolved in the new script

  40 views 0 comments 0 points Started by VidasMatelis March 2020 External Data Files
• Quotes not updating - next date 2020-03-28

  66 views 2 comments 0 points Most recent by VidasMatelis March 2020External Data Files
• A Pivot Table cannot overlap another Pivot Table report

  26 views 1 comment 0 points Most recent by VidasMatelis March 2020Excel Workbook