Excel Workbook

Discussion List

• SRC Trans Row Limitations?

  58 views 3 comments 0 points Most recent by buddyb April 2024
• Rlzd Cap Gain measure not calculating Gain on "TransferOutAsSale" transaction

  48 views 13 comments 0 points Most recent by gsbaker February 2024
• Excel refresh fails as path not update (C:/portfolioslicer/PSData): OLE ODBC error

  53 views 2 comments 0 points Most recent by LoicGui December 2023
• Total allocation issue

  32 views 3 comments 0 points Most recent by jwenga December 2023
• Combining/merging of two accounts

  56 views 2 comments 0 points Most recent by dstirling December 2023
• srcReview has very small amounts

  48 views 2 comments 0 points Most recent by fsroby August 2023
• SymbolTransferIn Not Showing in Holdings

  34 views 2 comments 0 points Most recent by mg3putt July 2023
• Wrong 3.1 pbix file?

  87 views 4 comments 0 points Most recent by VidasMatelis July 2023
• update to v3.1 from v2.3

  152 views 6 comments 0 points Most recent by RonDavis March 2023
• Error messages - Refresh All fails

  103 views 9 comments 0 points Most recent by gsbaker February 2023
• Upgrade from Excel 2010 to Excel 2016

  48 views 5 comments 0 points Most recent by VidasMatelis February 2023
• Fixed Investment Shows Gain and Loss on Daily Tab

  27 views 2 comments 0 points Most recent by mg3putt February 2023
• Cost Basis across multiple accounts

  23 views 2 comments 0 points Most recent by VidasMatelis February 2023
• US stock showing high number is CAD.

  56 views 4 comments 0 points Most recent by emptyquarter February 2023
• Installing PortfolioSlicer3.1

  158 views 3 comments 0 points Most recent by VidasMatelis February 2023