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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Web Err -2021-02-24
19
views
1
comment
0
points
Most recent by
Kh57smth
February 2021
External Data Files
YahooIntraday.txt not updating while GetQuotes-YahooIntraday succeed to download uptodate datas
45
views
4
comments
0
points
Most recent by
Ben_Wien
February 2021
Excel Workbook
Recommendations for Research Organization
46
views
3
comments
0
points
Most recent by
jamesr3
February 2021
General
Retrieving quotes for Telus instead of AT&T
31
views
2
comments
0
points
Most recent by
gsbaker
February 2021
External Data Files
problem figuring out how to use "generated quotes"
39
views
2
comments
0
points
Most recent by
VidasMatelis
January 2021
External Data Files
transaction date not display in TransInfo Sheet
18
views
1
comment
0
points
Most recent by
VidasMatelis
January 2021
External Data Files
value of equity report calculation over estimated
41
views
2
comments
0
points
Most recent by
andre2020
January 2021
Portfolio Slicer for Power BI
chùnge CVS file folder location
26
views
2
comments
0
points
Most recent by
andre2020
January 2021
External Data Files
UpdatePSData.bat not updating QuoteIntraday folfer
28
views
2
comments
0
points
Most recent by
andre2020
January 2021
Portfolio Slicer for Power BI
A Pivot Table cannot overlap another Pivot Table - Error
27
views
1
comment
0
points
Most recent by
VidasMatelis
January 2021
Excel Workbook
SymbolTransferIn Reported As Deposit
37
views
2
comments
0
points
Most recent by
Trenzalore
January 2021
General
YTD Symbol Profit % chart on Overview tab - loses color formatting
45
views
7
comments
0
points
Most recent by
buddyb
January 2021
Excel Workbook
How to input different allocation targets for each account?
37
views
2
comments
0
points
Most recent by
fbleitao
January 2021
General
Quotes imported to Power BI without decimal points
32
views
2
comments
0
points
Most recent by
fbleitao
January 2021
Portfolio Slicer for Power BI
"Last Quote" date in Overview sheet Cell K1 not getting updated
26
views
5
comments
0
points
Most recent by
dharma
January 2021
Excel Workbook
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