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Portfolio Slicer for Power BI
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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Mac Support
51
views
1
comment
0
points
Most recent by
SMdroid
November 2019
General
Getting Started
84
views
6
comments
0
points
Most recent by
VidasMatelis
November 2019
Excel Workbook
Different allocation strategy by Account
90
views
3
comments
0
points
Most recent by
Tof
October 2019
Excel Workbook
Historical data folder not updating
86
views
10
comments
0
points
Most recent by
CanRulez
October 2019
External Data Files
Duplicate entries in Quotes.csv
69
views
2
comments
0
points
Most recent by
VidasMatelis
September 2019
External Data Files
Please delete
52
views
0
comments
0
points
Started by
HanifJaffer
September 2019
Excel Workbook
Future Portfolio Slicer update ?
117
views
1
comment
0
points
Most recent by
VidasMatelis
September 2019
General
Trade Metrics
122
views
4
comments
0
points
Most recent by
CNH
September 2019
Portfolio Slicer for Power BI
Symbol Data wont load into Workbook
38
views
2
comments
0
points
Most recent by
VidasMatelis
September 2019
Excel Workbook
UpdatePSData Error
66
views
1
comment
0
points
Most recent by
VidasMatelis
August 2019
External Data Files
Possible To Add Power BI Later?
38
views
1
comment
0
points
Most recent by
VidasMatelis
August 2019
General
Workbook will not update with Refresh All
76
views
1
comment
0
points
Most recent by
VidasMatelis
August 2019
Excel Workbook
Date+Symbol should be unique (Quotes.csv)
57
views
6
comments
0
points
Most recent by
gosyjww
August 2019
External Data Files
Script for BoC Exchange rates not updating
64
views
2
comments
0
points
Most recent by
gsbaker
August 2019
External Data Files
Capital Gain Calculation, Index return and Delete *Blank*
110
views
6
comments
0
points
Most recent by
VidasMatelis
July 2019
Excel Workbook
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