Excel Workbook

Discussion List

• "Last Quote" date in Overview sheet Cell K1 not getting updated

  22 views 5 comments 0 points Most recent by dharma January 2021
• Issue With Capital Gain - Buy USD Stock in CAD account, Transfer from CAD to USD Account, Sell.

  29 views 5 comments 0 points Most recent by VidasMatelis January 2021
• Excel file corrupt since last O365 update

  33 views 2 comments 0 points Most recent by VidasMatelis December 2020
• Reporting currency

  20 views 4 comments 0 points Most recent by ALB161067 October 2020
• Groupings

  27 views 2 comments 0 points Most recent by ALB161067 October 2020
• Set up

  40 views 1 comment 0 points Most recent by VidasMatelis October 2020
• Proper Way to Record a Special Distribution

  37 views 2 comments 0 points Most recent by mg3putt September 2020
• Account/Securities not showing in report

  27 views 1 comment 0 points Most recent by VidasMatelis August 2020
• Script creates duplicates in Quotes.csv

  40 views 2 comments 0 points Most recent by fbleitao August 2020
• Cost Basis vs Average Book Value

  48 views 1 comment 0 points Most recent by VidasMatelis August 2020
• Long / Short Term Capital Gain

  41 views 5 comments 0 points Most recent by VidasMatelis July 2020
• Grand Total on Daily Tab Not Correct for a Select Few Symbols

  37 views 2 comments 0 points Most recent by mg3putt July 2020
• Allocation graph

  42 views 6 comments 0 points Most recent by rmweiss12 July 2020
• Cash not showing in Holdings tab

  30 views 5 comments 0 points Most recent by rmweiss12 July 2020
• Cost Basis

  58 views 5 comments 0 points Most recent by VidasMatelis June 2020