Portfolio Slicer Forum

• WIthholding Tax Calculation

  41 views 4 comments 0 points Most recent by wdding February 23Excel Workbook
• srcTrans Data Entry

  48 views 2 comments 0 points Most recent by Totopops February 23Excel Workbook
• Stock option grants

  17 views 1 comment 0 points Most recent by VidasMatelis February 20General
• Import Quicken data

  49 views 2 comments 0 points Most recent by botschild February 19Excel Workbook
• Holdings not displayed

  165 views 13 comments 0 points Most recent by VidasMatelis February 16Excel Workbook
• new setup cannot refresh allocation connection

  96 views 10 comments 0 points Most recent by VidasMatelis February 12Portfolio Slicer for Power BI
• Red circles with an X, and yellow circles with an exclamation point

  32 views 2 comments 0 points Most recent by jagmanvdp February 11General
• Templeton Global small companies A

  25 views 1 comment 0 points Most recent by VidasMatelis February 11External Data Files
• yearly returns (including dividends perhaps?)

  56 views 4 comments 0 points Most recent by jagmanvdp February 11General
• Profit% not calculating for 1st and 2nd year.

  41 views 2 comments 0 points Most recent by thparadox February 3Excel Workbook
• Incorrect Profit %???

  127 views 14 comments 0 points Most recent by roland January 28Excel Workbook
• Exchange Rate on Dividends

  41 views 2 comments 0 points Most recent by VidasMatelis January 26Excel Workbook
• not adding correctly

  35 views 1 comment 0 points Most recent by VidasMatelis January 26Excel Workbook
• 2016 vs 2013 Excel version

  61 views 1 comment 0 points Most recent by VidasMatelis January 19Excel Workbook
• Refresh Data Error:

  73 views 4 comments 0 points Most recent by VidasMatelis January 16Excel Workbook