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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Transaction type for BIPC spin-off from BIP
81
views
5
comments
0
points
Most recent by
VidasMatelis
April 2020
General
Error in Cash Transactions and Dividend Missing
60
views
5
comments
0
points
Most recent by
Mat
April 2020
Excel Workbook
Script not working
147
views
15
comments
0
points
Most recent by
VidasMatelis
April 2020
Excel Workbook
Accounting for Forex Transactions
33
views
1
comment
0
points
Most recent by
VidasMatelis
April 2020
General
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 2020
External Data Files
A Pivot Table cannot overlap another Pivot Table report
26
views
1
comment
0
points
Most recent by
VidasMatelis
March 2020
Excel Workbook
Any update coming soon ?
132
views
3
comments
0
points
Most recent by
VidasMatelis
March 2020
General
The query did not run or the Data Model could not be accessed ...
151
views
6
comments
0
points
Most recent by
RalphE
March 2020
Excel Workbook
FX rate FMV not correct
39
views
7
comments
0
points
Most recent by
ryano
March 2020
External Data Files
Capital Gain - FX issue
48
views
4
comments
0
points
Most recent by
VidasMatelis
March 2020
General
Adding Custom Columns in Holdings Table
45
views
1
comment
0
points
Most recent by
VidasMatelis
March 2020
Excel Workbook
Migration from V2.3 to V2.4 - Error in data refresh
35
views
2
comments
0
points
Most recent by
KLZ
March 2020
Excel Workbook
Quotes.csv not loading into DataModel
27
views
5
comments
0
points
Most recent by
joelm
March 2020
Excel Workbook
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