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Portfolio Slicer for Power BI
25
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Migration
104
External Data Files
168
Excel Workbook
125
General
Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Something wrong with the script when getting the currency data
56
views
2
comments
0
points
Most recent by
dinotuf
August 2023
External Data Files
srcReview has very small amounts
43
views
2
comments
0
points
Most recent by
fsroby
August 2023
Excel Workbook
SymbolTransferIn Not Showing in Holdings
27
views
2
comments
0
points
Most recent by
mg3putt
July 2023
Excel Workbook
Wrong 3.1 pbix file?
77
views
4
comments
0
points
Most recent by
VidasMatelis
July 2023
Excel Workbook
Missing dividends from Yahoo
65
views
4
comments
0
points
Most recent by
VidasMatelis
June 2023
External Data Files
SymbolTransferOut Transaction type
92
views
9
comments
0
points
Most recent by
qosmioamit
May 2023
General
Refreshing Excel report doesn't reflect the latest transaction data
48
views
2
comments
0
points
Most recent by
rajdevil3
May 2023
General
Account '`' in Transactions.csv but not in Account.csv error
38
views
1
comment
0
points
Most recent by
dstirling
April 2023
External Data Files
Upgrading to V3.1.0
164
views
8
comments
0
points
Most recent by
VidasMatelis
April 2023
Migration
Erring running UpdatePSData.bat - Method invocation failed because does not contain a method 'Where'
76
views
4
comments
0
points
Most recent by
rajdevil3
April 2023
External Data Files
Portfolio Slicer v3.1.0 (beta) download available
628
views
2
comments
0
points
Most recent by
VidasMatelis
March 2023
General
update to v3.1 from v2.3
141
views
6
comments
0
points
Most recent by
RonDavis
March 2023
Excel Workbook
Exchange BOC error
102
views
15
comments
0
points
Most recent by
gsbaker
February 2023
External Data Files
ps is failing to refresh due to external file (availability)
98
views
11
comments
0
points
Most recent by
qosmioamit
February 2023
External Data Files
Error messages - Refresh All fails
95
views
9
comments
0
points
Most recent by
gsbaker
February 2023
Excel Workbook
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