Portfolio Slicer Forum

Discussion List

• Different allocation strategy by Account

  97 views 3 comments 0 points Most recent by Tof October 2019Excel Workbook
• Historical data folder not updating

  92 views 10 comments 0 points Most recent by CanRulez October 2019External Data Files
• Duplicate entries in Quotes.csv

  77 views 2 comments 0 points Most recent by VidasMatelis September 2019External Data Files
• Please delete

  60 views 0 comments 0 points Started by HanifJaffer September 2019 Excel Workbook
• Future Portfolio Slicer update ?

  121 views 1 comment 0 points Most recent by VidasMatelis September 2019General
• Trade Metrics

  135 views 4 comments 0 points Most recent by CNH September 2019Portfolio Slicer for Power BI
• Symbol Data wont load into Workbook

  42 views 2 comments 0 points Most recent by VidasMatelis September 2019Excel Workbook
• UpdatePSData Error

  72 views 1 comment 0 points Most recent by VidasMatelis August 2019External Data Files
• Possible To Add Power BI Later?

  45 views 1 comment 0 points Most recent by VidasMatelis August 2019General
• Workbook will not update with Refresh All

  123 views 1 comment 0 points Most recent by VidasMatelis August 2019Excel Workbook
• Date+Symbol should be unique (Quotes.csv)

  76 views 6 comments 0 points Most recent by gosyjww August 2019External Data Files
• Script for BoC Exchange rates not updating

  79 views 2 comments 0 points Most recent by gsbaker August 2019External Data Files
• Capital Gain Calculation, Index return and Delete *Blank*

  130 views 6 comments 0 points Most recent by VidasMatelis July 2019Excel Workbook
• moving to a MAC

  90 views 5 comments 0 points Most recent by qosmioamit June 2019General
• Last Quote and Last Exch Date

  93 views 10 comments 0 points Most recent by jwenga June 2019External Data Files