Portfolio Slicer Forum

Discussion List

• Time-Weighted Rate of Return – TWR

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

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

  40 views 2 comments 0 points Most recent by wirecutter April 2021Excel Workbook
• Scripts output to D:\PortfolioSlicer\PSData not C:\PortfolioSlicer\PSData

  38 views 2 comments 0 points Most recent by wirecutter April 2021External Data Files
• Total Value + Dividends?

  44 views 1 comment 0 points Most recent by VidasMatelis April 2021General
• Portfolio Slicer v3.0.0 (Beta)

  121 views 4 comments 0 points Most recent by ak47 April 2021Portfolio Slicer for Power BI
• Running UpdatePSData from a server location

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

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

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

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

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

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

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

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

  42 views 8 comments 0 points Most recent by zzricezz March 2021General