Portfolio Slicer Forum

Discussion List

• Reporting currency

  21 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

  41 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

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

  67 views 6 comments 0 points Most recent by VidasMatelis September 2020General
• Question

  33 views 1 comment 0 points Most recent by VidasMatelis September 2020General
• Proper Way to Record a Special Distribution

  38 views 2 comments 0 points Most recent by mg3putt September 2020Excel Workbook
• Account/Securities not showing in report

  27 views 1 comment 0 points Most recent by VidasMatelis August 2020Excel Workbook
• Script creates duplicates in Quotes.csv

  41 views 2 comments 0 points Most recent by fbleitao August 2020Excel Workbook
• Cost Basis vs Average Book Value

  49 views 1 comment 0 points Most recent by VidasMatelis August 2020Excel Workbook
• Distribution of Warrants

  17 views 2 comments 0 points Most recent by Trenzalore July 2020Suggestions
• Scripts return historical stock prices adjusted for splits

  68 views 6 comments 0 points Most recent by VidasMatelis July 2020External Data Files
• Long / Short Term Capital Gain

  43 views 5 comments 0 points Most recent by VidasMatelis July 2020Excel Workbook