Portfolio Slicer Forum

Discussion List

• Annual Fees

  41 views 1 comment 0 points Most recent by VidasMatelis August 2021External Data Files
• Tracking investments with manual pricing

  75 views 3 comments 0 points Most recent by VidasMatelis July 2021Excel Workbook
• USD and CAD in Same Account

  49 views 8 comments 0 points Most recent by emptyquarter July 2021General
• I keep getting Minimum Date errors and failed updates

  22 views 1 comment 0 points Most recent by VidasMatelis July 2021General
• Problem with 3.0 setup - got following when running UpdatePSData.bat

  67 views 1 comment 0 points Most recent by VidasMatelis July 2021Migration
• power pivot add on not available

  31 views 1 comment 0 points Most recent by VidasMatelis July 2021Excel Workbook
• Error with UpdatePSData batch file

  74 views 2 comments 0 points Most recent by ivanm July 2021General
• Symbol Change for Stock

  51 views 1 comment 0 points Most recent by VidasMatelis July 2021Excel Workbook
• How to record transactions from EUR account to USD account

  43 views 1 comment 0 points Most recent by VidasMatelis May 2021General
• Time-Weighted Rate of Return – TWR

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

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

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

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

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

  124 views 4 comments 0 points Most recent by ak47 April 2021Portfolio Slicer for Power BI