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Portfolio Slicer for Power BI
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Excel Workbook
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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Question
33
views
1
comment
0
points
Most recent by
VidasMatelis
September 2020
General
Proper Way to Record a Special Distribution
37
views
2
comments
0
points
Most recent by
mg3putt
September 2020
Excel Workbook
Account/Securities not showing in report
27
views
1
comment
0
points
Most recent by
VidasMatelis
August 2020
Excel Workbook
Script creates duplicates in Quotes.csv
40
views
2
comments
0
points
Most recent by
fbleitao
August 2020
Excel Workbook
Cost Basis vs Average Book Value
48
views
1
comment
0
points
Most recent by
VidasMatelis
August 2020
Excel Workbook
Distribution of Warrants
15
views
2
comments
0
points
Most recent by
Trenzalore
July 2020
Suggestions
Scripts return historical stock prices adjusted for splits
67
views
6
comments
0
points
Most recent by
VidasMatelis
July 2020
External Data Files
Long / Short Term Capital Gain
41
views
5
comments
0
points
Most recent by
VidasMatelis
July 2020
Excel Workbook
Grand Total on Daily Tab Not Correct for a Select Few Symbols
37
views
2
comments
0
points
Most recent by
mg3putt
July 2020
Excel Workbook
Allocation graph
42
views
6
comments
0
points
Most recent by
rmweiss12
July 2020
Excel Workbook
Show Bond Interest
56
views
6
comments
0
points
Most recent by
VidasMatelis
July 2020
Suggestions
Cash not showing in Holdings tab
30
views
5
comments
0
points
Most recent by
rmweiss12
July 2020
Excel Workbook
Cost Basis
58
views
5
comments
0
points
Most recent by
VidasMatelis
June 2020
Excel Workbook
Error message
28
views
2
comments
0
points
Most recent by
rmweiss12
June 2020
General
Yahoo intraday not updating as expected
317
views
26
comments
0
points
Most recent by
jrwsteelers
June 2020
External Data Files
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