Excel Workbook

Discussion List

• Adding a column to Sector Allocation

  11 views 2 comments 0 points Most recent by PRoldie April 27
• Donating Securities to Charity

  8 views 1 comment 0 points Most recent by VidasMatelis April 24
• Holdings % in table rather than circle graph

  24 views 2 comments 0 points Most recent by jagmanvdp February 24
• Problem with transfer in/out (Cost Basis)

  97 views 13 comments 0 points Most recent by patr0kxxx January 15
• Reports Not Updating

  59 views 11 comments 0 points Most recent by GBiasini January 4
• How to enter bond purchase (with accrued interest) in Portfolio Slicer?

  45 views 2 comments 0 points Most recent by samirbud December 2025
• Error Opening New PortfolioSlicer-Source.xlsx

  82 views 4 comments 0 points Most recent by dhstraub December 2025
• Report Currency Not Connected to Value Change Table on Daily Tab (Reports Excel File)

  89 views 3 comments 0 points Most recent by VidasMatelis June 2025
• Circular dependency

  282 views 10 comments 0 points Most recent by VidasMatelis April 2025
• Transactions in src

  67 views 1 comment 0 points Most recent by VidasMatelis April 2025
• Allocation -Target Table

  103 views 9 comments 0 points Most recent by MikeP February 2025
• Daily - Detailed View of Last 10 Days

  68 views 6 comments 0 points Most recent by mg3putt November 2024
• how to make allocation pivot larger

  40 views 4 comments 0 points Most recent by jwenga October 2024
• when srcReview and reports don't match total shares in a holding

  17 views 1 comment 0 points Most recent by jwenga October 2024
• Refresh error in Report (SymbolPrice)

  50 views 1 comment 0 points Most recent by VidasMatelis October 2024