Portfolio Slicer Forum

Discussion List

• Symbol Change for Stock

  35 views 1 comment 0 points Most recent by VidasMatelis July 16Excel Workbook
• Scripts - Windows 11 testing

  45 views 2 comments 0 points Most recent by dan_athome July 11Suggestions
• How to record transactions from EUR account to USD account

  20 views 1 comment 0 points Most recent by VidasMatelis May 10General
• Time-Weighted Rate of Return – TWR

  30 views 1 comment 0 points Most recent by VidasMatelis May 10Excel Workbook
• Costbasis calculation and Tax report - FIFO method

  38 views 2 comments 0 points Most recent by Ben_Wien April 22Excel Workbook
• Us Portfolio Slicer for only tax reporting

  27 views 2 comments 0 points Most recent by wirecutter April 20Excel Workbook
• Scripts output to D:\PortfolioSlicer\PSData not C:\PortfolioSlicer\PSData

  23 views 2 comments 0 points Most recent by wirecutter April 20External Data Files
• Total Value + Dividends?

  38 views 1 comment 0 points Most recent by VidasMatelis April 11General
• Portfolio Slicer v3.0.0 (Beta)

  77 views 4 comments 0 points Most recent by ak47 April 7Portfolio Slicer for Power BI
• Running UpdatePSData from a server location

  36 views 3 comments 0 points Most recent by Trenzalore March 31General
• Profit, capital gain, dividend without exchange rate impact

  39 views 3 comments 0 points Most recent by VidasMatelis March 29General
• tracking loan interest payment?

  21 views 3 comments 0 points Most recent by VidasMatelis March 29General
• Large Capital Gain loss due to in kind Transfer of stocks

  38 views 6 comments 0 points Most recent by rmweiss12 March 26Portfolio Slicer for Power BI
• SymbolTransferIn SymbolTransferOut counted as realized capital gain

  39 views 3 comments 0 points Most recent by VidasMatelis March 25Excel Workbook
• Transfer between accounts

  53 views 4 comments 0 points Most recent by rmweiss12 March 23Excel Workbook