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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Set up
39
views
1
comment
0
points
Most recent by
VidasMatelis
October 2020
Excel Workbook
Location
18
views
1
comment
0
points
Most recent by
ALB161067
October 2020
External Data Files
Report that can filter holdings by Security
34
views
5
comments
0
points
Most recent by
gsbaker
September 2020
General
Transaction Entry to Cover BEP-UN Reorganization
58
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6
comments
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Most recent by
VidasMatelis
September 2020
General
Question
33
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Most recent by
VidasMatelis
September 2020
General
Proper Way to Record a Special Distribution
37
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2
comments
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Most recent by
mg3putt
September 2020
Excel Workbook
Account/Securities not showing in report
25
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1
comment
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points
Most recent by
VidasMatelis
August 2020
Excel Workbook
Script creates duplicates in Quotes.csv
33
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2
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Most recent by
fbleitao
August 2020
Excel Workbook
Cost Basis vs Average Book Value
48
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1
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Most recent by
VidasMatelis
August 2020
Excel Workbook
Distribution of Warrants
14
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2
comments
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Most recent by
Trenzalore
July 2020
Suggestions
Scripts return historical stock prices adjusted for splits
67
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6
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Most recent by
VidasMatelis
July 2020
External Data Files
Long / Short Term Capital Gain
41
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5
comments
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Most recent by
VidasMatelis
July 2020
Excel Workbook
Grand Total on Daily Tab Not Correct for a Select Few Symbols
37
views
2
comments
0
points
Most recent by
mg3putt
July 2020
Excel Workbook
Allocation graph
42
views
6
comments
0
points
Most recent by
rmweiss12
July 2020
Excel Workbook
Show Bond Interest
55
views
6
comments
0
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Most recent by
VidasMatelis
July 2020
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