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Excel Workbook
Portfolio Slicer Excel Workbook
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Discussion List
Adding Custom Columns in Holdings Table
45
views
1
comment
0
points
Most recent by
VidasMatelis
March 2020
Migration from V2.3 to V2.4 - Error in data refresh
35
views
2
comments
0
points
Most recent by
KLZ
March 2020
Quotes.csv not loading into DataModel
24
views
5
comments
0
points
Most recent by
joelm
March 2020
Worksheets don't update on Data Refresh (New Install)
121
views
8
comments
0
points
Most recent by
VidasMatelis
March 2020
#REF error's on Overview Tab
18
views
6
comments
0
points
Most recent by
dstirling
February 2020
(blank) showing up as an allocation
108
views
3
comments
0
points
Most recent by
emptyquarter
January 2020
error message function `LN' has the wrong data type ....
382
views
7
comments
0
points
Most recent by
jagmanvdp
January 2020
Error on fresh version of 2.4 version "symbol column does not exist"
47
views
7
comments
0
points
Most recent by
jagmanvdp
January 2020
some symbols in black print, others in purple
26
views
2
comments
0
points
Most recent by
VidasMatelis
January 2020
Total Value,Capital Gain,Profit...with no comma separation
31
views
2
comments
0
points
Most recent by
Cefalexina
January 2020
Excel 2016 - Chart Solid Fill Invert if Negative - Does Not save Inverted Fill Colour
36
views
2
comments
0
points
Most recent by
Totopops
November 2019
Getting Started
84
views
6
comments
0
points
Most recent by
VidasMatelis
November 2019
Different allocation strategy by Account
90
views
3
comments
0
points
Most recent by
Tof
October 2019
Please delete
52
views
0
comments
0
points
Started by
HanifJaffer
September 2019
Symbol Data wont load into Workbook
37
views
2
comments
0
points
Most recent by
VidasMatelis
September 2019
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