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Portfolio Slicer for Power BI
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Excel Workbook
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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
How to record transactions from EUR account to USD account
23
views
1
comment
0
points
Most recent by
VidasMatelis
May 2021
General
Time-Weighted Rate of Return – TWR
32
views
1
comment
0
points
Most recent by
VidasMatelis
May 2021
Excel Workbook
Costbasis calculation and Tax report - FIFO method
42
views
2
comments
0
points
Most recent by
Ben_Wien
April 2021
Excel Workbook
Us Portfolio Slicer for only tax reporting
29
views
2
comments
0
points
Most recent by
wirecutter
April 2021
Excel Workbook
Scripts output to D:\PortfolioSlicer\PSData not C:\PortfolioSlicer\PSData
28
views
2
comments
0
points
Most recent by
wirecutter
April 2021
External Data Files
Total Value + Dividends?
40
views
1
comment
0
points
Most recent by
VidasMatelis
April 2021
General
Portfolio Slicer v3.0.0 (Beta)
97
views
4
comments
0
points
Most recent by
ak47
April 2021
Portfolio Slicer for Power BI
Running UpdatePSData from a server location
38
views
3
comments
0
points
Most recent by
Trenzalore
March 2021
General
Profit, capital gain, dividend without exchange rate impact
42
views
3
comments
0
points
Most recent by
VidasMatelis
March 2021
General
tracking loan interest payment?
21
views
3
comments
0
points
Most recent by
VidasMatelis
March 2021
General
Large Capital Gain loss due to in kind Transfer of stocks
42
views
6
comments
0
points
Most recent by
rmweiss12
March 2021
Portfolio Slicer for Power BI
SymbolTransferIn SymbolTransferOut counted as realized capital gain
44
views
3
comments
0
points
Most recent by
VidasMatelis
March 2021
Excel Workbook
Transfer between accounts
55
views
4
comments
0
points
Most recent by
rmweiss12
March 2021
Excel Workbook
Calculation of Profit %
38
views
1
comment
0
points
Most recent by
VidasMatelis
March 2021
Excel Workbook
Google Sheets
39
views
1
comment
0
points
Most recent by
VidasMatelis
March 2021
General
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