Excel Workbook

Discussion List

• Refresh of Data Model on Win 11 PC Takes an Hour

  100 views 14 comments 0 points Most recent by mg3putt January 2022
• Where does PS obtain dates for things like "Years-Current", "Years-Previous", etc?

  26 views 1 comment 0 points Most recent by VidasMatelis January 2022
• Delisting and Renaming a stock

  26 views 2 comments 0 points Most recent by dstirling December 2021
• Circular issue V2

  42 views 2 comments 0 points Most recent by Ben_Wien November 2021
• Version 3.0 Config no GoogleWeb GoogleFinance?

  22 views 1 comment 0 points Most recent by VidasMatelis November 2021
• Setting Up

  53 views 4 comments 0 points Most recent by satriowicaksono November 2021
• Formula for Annualized RoR

  68 views 1 comment 0 points Most recent by VidasMatelis September 2021
• Tracking investments with manual pricing

  73 views 3 comments 0 points Most recent by VidasMatelis July 2021
• power pivot add on not available

  28 views 1 comment 0 points Most recent by VidasMatelis July 2021
• Symbol Change for Stock

  49 views 1 comment 0 points Most recent by VidasMatelis July 2021
• Time-Weighted Rate of Return – TWR

  38 views 1 comment 0 points Most recent by VidasMatelis May 2021
• Costbasis calculation and Tax report - FIFO method

  47 views 2 comments 0 points Most recent by Ben_Wien April 2021
• Us Portfolio Slicer for only tax reporting

  40 views 2 comments 0 points Most recent by wirecutter April 2021
• SymbolTransferIn SymbolTransferOut counted as realized capital gain

  68 views 3 comments 0 points Most recent by VidasMatelis March 2021
• Transfer between accounts

  61 views 4 comments 0 points Most recent by rmweiss12 March 2021