Portfolio Slicer Forum

• Target/Actual Allocation Rounding

  15 views 1 comment 0 points Most recent by VidasMatelis March 17General
• Import Quicken data

  117 views 4 comments 0 points Most recent by buddyb March 16Excel Workbook
• Incorrect MTD & YTD Capital Gain on the Dashboard page

  32 views 4 comments 0 points Most recent by deepakhemadri March 12Excel Workbook
• PowerBI - "Original" currency display not working, other currency fine

  30 views 2 comments 0 points Most recent by CNH March 8Portfolio Slicer for Power BI
• Circular dependency

  66 views 6 comments 0 points Most recent by CNH March 7Excel Workbook
• Wrong exchange rates for HKD

  18 views 3 comments 0 points Most recent by VidasMatelis March 6Excel Workbook
• Error in Linked Table "Trans"

  21 views 3 comments 0 points Most recent by VidasMatelis March 3Excel Workbook
• Error on Refresh

  58 views 7 comments 0 points Most recent by qosmioamit March 2Excel Workbook
• On Refresh Excel goes into "Not Responding"

  34 views 3 comments 0 points Most recent by wgh239 March 1Excel Workbook
• Buy sell dates in sales

  65 views 9 comments 0 points Most recent by Roshlin February 28General
• Excel stuck at 'reading data'

  52 views 8 comments 0 points Most recent by JPGIRARD February 22General
• Bonus shares ... which transaction type?

  49 views 7 comments 0 points Most recent by VidasMatelis February 20Excel Workbook
• Refresh not appearing to work

  31 views 2 comments 0 points Most recent by qosmioamit February 19Excel Workbook
• Asset Allocations for ETF's

  49 views 1 comment 0 points Most recent by VidasMatelis February 13General
• Incorrect Calculation of Stock Price

  50 views 6 comments 0 points Most recent by VidasMatelis February 10General