Portfolio Slicer Forum

Discussion List

• Company Takeover

  33 views 1 comment 0 points Most recent by VidasMatelis October 2020General
• Sector Allocation - Managed Funds

  38 views 1 comment 0 points Most recent by VidasMatelis October 2020General
• Capital Gain %

  47 views 2 comments 0 points Most recent by PeterO October 2020General
• Bonds

  34 views 2 comments 0 points Most recent by PeterO October 2020General
• Financial Year

  36 views 2 comments 0 points Most recent by PeterO October 2020General
• Profit%

  46 views 3 comments 0 points Most recent by PeterO October 2020External Data Files
• Date Error

  25 views 2 comments 0 points Most recent by PeterO October 2020External Data Files
• Dividend - didnt load

  17 views 3 comments 0 points Most recent by VidasMatelis October 2020External Data Files
• Reporting currency

  20 views 4 comments 0 points Most recent by ALB161067 October 2020Excel Workbook
• external quotes

  36 views 3 comments 0 points Most recent by VidasMatelis October 2020General
• Groupings

  27 views 2 comments 0 points Most recent by ALB161067 October 2020Excel Workbook
• Set up

  40 views 1 comment 0 points Most recent by VidasMatelis October 2020Excel Workbook
• Location

  20 views 1 comment 0 points Most recent by ALB161067 October 2020External Data Files
• Report that can filter holdings by Security

  35 views 5 comments 0 points Most recent by gsbaker September 2020General
• Transaction Entry to Cover BEP-UN Reorganization

  58 views 6 comments 0 points Most recent by VidasMatelis September 2020General