Portfolio Slicer Forum

Discussion List

• Profit%

  42 views 3 comments 0 points Most recent by PeterO October 2020External Data Files
• Date Error

  23 views 2 comments 0 points Most recent by PeterO October 2020External Data Files
• Dividend - didnt load

  14 views 3 comments 0 points Most recent by VidasMatelis October 2020External Data Files
• Reporting currency

  18 views 4 comments 0 points Most recent by ALB161067 October 2020Excel Workbook
• external quotes

  33 views 3 comments 0 points Most recent by VidasMatelis October 2020General
• Groupings

  26 views 2 comments 0 points Most recent by ALB161067 October 2020Excel Workbook
• Set up

  36 views 1 comment 0 points Most recent by VidasMatelis October 2020Excel Workbook
• Location

  17 views 1 comment 0 points Most recent by ALB161067 October 2020External Data Files
• Report that can filter holdings by Security

  32 views 5 comments 0 points Most recent by gsbaker September 2020General
• Transaction Entry to Cover BEP-UN Reorganization

  52 views 6 comments 0 points Most recent by VidasMatelis September 2020General
• Question

  32 views 1 comment 0 points Most recent by VidasMatelis September 2020General
• Proper Way to Record a Special Distribution

  34 views 2 comments 0 points Most recent by mg3putt September 2020Excel Workbook
• Account/Securities not showing in report

  23 views 1 comment 0 points Most recent by VidasMatelis August 2020Excel Workbook
• Script creates duplicates in Quotes.csv

  19 views 2 comments 0 points Most recent by fbleitao August 2020Excel Workbook
• Cost Basis vs Average Book Value

  44 views 1 comment 0 points Most recent by VidasMatelis August 2020Excel Workbook