Portfolio Slicer Forum

Discussion List

• How to input different allocation targets for each account?

  35 views 2 comments 0 points Most recent by fbleitao January 2021General
• Quotes imported to Power BI without decimal points

  26 views 2 comments 0 points Most recent by fbleitao January 2021Portfolio Slicer for Power BI
• "Last Quote" date in Overview sheet Cell K1 not getting updated

  22 views 5 comments 0 points Most recent by dharma January 2021Excel Workbook
• Running on Mac under Parallels or similar

  24 views 3 comments 0 points Most recent by dharma January 2021General
• UpdatePSData.bat not working.

  34 views 3 comments 0 points Most recent by dharma January 2021External Data Files
• 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 2021Excel Workbook
• Tracking TFSA contributions

  38 views 2 comments 0 points Most recent by hheyermans December 2020General
• Yearly Capital Gain Discrepancy

  24 views 2 comments 0 points Most recent by PeterO December 2020General
• Speed increase

  52 views 1 comment 0 points Most recent by VidasMatelis December 2020General
• Manual Price Entry

  58 views 1 comment 0 points Most recent by VidasMatelis December 2020General
• Certain holdings show -100%

  28 views 2 comments 0 points Most recent by hellohollo December 2020External Data Files
• Symbol gone from a table

  18 views 2 comments 0 points Most recent by PeterO December 2020General
• Excel file corrupt since last O365 update

  33 views 2 comments 0 points Most recent by VidasMatelis December 2020Excel Workbook
• Norbert's Gambit and Journaling Shares

  46 views 1 comment 0 points Most recent by VidasMatelis December 2020General
• Cash Value vs Cash Balance

  45 views 2 comments 0 points Most recent by PeterO November 2020General