Excel Workbook

Discussion List

• Set up

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

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

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

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

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

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

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

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

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

  62 views 5 comments 0 points Most recent by VidasMatelis June 2020
• Doubt about spin out

  49 views 1 comment 0 points Most recent by VidasMatelis May 2020
• Conditional Formating not working

  40 views 2 comments 0 points Most recent by rmweiss12 May 2020
• Incorrect Dividends

  140 views 4 comments 0 points Most recent by VidasMatelis May 2020
• Switching Brokerage

  56 views 3 comments 0 points Most recent by VidasMatelis May 2020
• Error in Cash Transactions and Dividend Missing

  66 views 5 comments 0 points Most recent by Mat April 2020