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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
Scripts to get data for Portfolio Slicer from Yahoo, Google and BoC
Announcement
9.2K
views
44
comments
0
points
Most recent by
GBiasini
May 2019
External Data Files
Script Error
54
views
8
comments
0
points
Most recent by
VidasMatelis
November 4
External Data Files
Migration to v3 Issues with Transactions
15
views
2
comments
0
points
Most recent by
xcerik
October 31
Migration
Profit% and RoR incorrect?
19
views
1
comment
0
points
Most recent by
VidasMatelis
October 31
Migration
how to make allocation pivot larger
25
views
4
comments
0
points
Most recent by
jwenga
October 28
Excel Workbook
when srcReview and reports don't match total shares in a holding
13
views
1
comment
0
points
Most recent by
jwenga
October 26
Excel Workbook
Refresh error in Report (SymbolPrice)
34
views
1
comment
0
points
Most recent by
VidasMatelis
October 22
Excel Workbook
How to input a stock split
76
views
7
comments
0
points
Most recent by
fsroby
October 18
Excel Workbook
Dividend not working?
50
views
4
comments
0
points
Most recent by
zzricezz
October 17
General
Slicer Set-up Issue
83
views
9
comments
0
points
Most recent by
VidasMatelis
October 11
External Data Files
Yearly profit by Account
34
views
1
comment
0
points
Most recent by
VidasMatelis
October 7
Migration
TRP Spin off SOBO
26
views
4
comments
0
points
Most recent by
VidasMatelis
October 7
General
Yahoo quotes returning "Not Found (web err)" for all securities
1.6K
views
61
comments
0
points
Most recent by
VidasMatelis
October 3
External Data Files
Script Error running Windows 11 on ARM based PC (Surface Pro Copilot+)
67
views
12
comments
0
points
Most recent by
VidasMatelis
October 3
External Data Files
Broken Link
26
views
2
comments
0
points
Most recent by
x_d
October 1
Migration
transaction sheet in source is slow
58
views
12
comments
0
points
Most recent by
gsbaker
September 26
Excel Workbook
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