Portfolio Slicer Forum

Discussion List

• Running UpdatePSData from a server location

  42 views 3 comments 0 points Most recent by Trenzalore March 2021General
• Profit, capital gain, dividend without exchange rate impact

  42 views 3 comments 0 points Most recent by VidasMatelis March 2021General
• tracking loan interest payment?

  23 views 3 comments 0 points Most recent by VidasMatelis March 2021General
• Large Capital Gain loss due to in kind Transfer of stocks

  47 views 6 comments 0 points Most recent by rmweiss12 March 2021Portfolio Slicer for Power BI
• SymbolTransferIn SymbolTransferOut counted as realized capital gain

  61 views 3 comments 0 points Most recent by VidasMatelis March 2021Excel Workbook
• Transfer between accounts

  59 views 4 comments 0 points Most recent by rmweiss12 March 2021Excel Workbook
• Calculation of Profit %

  43 views 1 comment 0 points Most recent by VidasMatelis March 2021Excel Workbook
• Google Sheets

  48 views 1 comment 0 points Most recent by VidasMatelis March 2021General
• Proper Drip Transaction

  41 views 8 comments 0 points Most recent by zzricezz March 2021General
• Currency historical quotes

  53 views 4 comments 0 points Most recent by VidasMatelis March 2021External Data Files
• How to track "Asset allocation EFT" (ex: VGRO, VEQT, etc.)

  217 views 9 comments 0 points Most recent by qosmioamit February 2021General
• Portfolio Slicer v3.0.0 (beta) is now available for testing

  129 views 8 comments 0 points Most recent by VidasMatelis February 2021General
• TransType Expansion

  69 views 1 comment 0 points Most recent by VidasMatelis February 2021Suggestions
• Transtype Glossary

  36 views 2 comments 0 points Most recent by Kh57smth February 2021Suggestions
• How to Speedly Load SymbolNames in the srcSymbol Tab Using EXCEL 365 Stock Function

  43 views 2 comments 0 points Most recent by Kh57smth February 2021Excel Workbook