Portfolio Slicer Forum

Discussion List

• srcTrans Data Entry

  135 views 2 comments 0 points Most recent by Totopops February 2017Excel Workbook
• Stock option grants

  64 views 1 comment 0 points Most recent by VidasMatelis February 2017General
• Holdings not displayed

  325 views 13 comments 0 points Most recent by VidasMatelis February 2017Excel Workbook
• new setup cannot refresh allocation connection

  251 views 10 comments 0 points Most recent by VidasMatelis February 2017Portfolio Slicer for Power BI
• Red circles with an X, and yellow circles with an exclamation point

  101 views 2 comments 0 points Most recent by jagmanvdp February 2017General
• Templeton Global small companies A

  55 views 1 comment 0 points Most recent by VidasMatelis February 2017External Data Files
• yearly returns (including dividends perhaps?)

  118 views 4 comments 0 points Most recent by jagmanvdp February 2017General
• Profit% not calculating for 1st and 2nd year.

  124 views 2 comments 0 points Most recent by thparadox February 2017Excel Workbook
• Exchange Rate on Dividends

  95 views 2 comments 0 points Most recent by VidasMatelis January 2017Excel Workbook
• not adding correctly

  68 views 1 comment 0 points Most recent by VidasMatelis January 2017Excel Workbook
• 2016 vs 2013 Excel version

  108 views 1 comment 0 points Most recent by VidasMatelis January 2017Excel Workbook
• Refresh Data Error:

  160 views 4 comments 0 points Most recent by VidasMatelis January 2017Excel Workbook
• starting a new workbook, unable to update

  91 views 4 comments 0 points Most recent by VidasMatelis January 2017External Data Files
• 2017 Data

  108 views 4 comments 0 points Most recent by Ginstwin December 2016Excel Workbook
• Tracking weekly movements

  209 views 6 comments 0 points Most recent by VidasMatelis December 2016Excel Workbook