Portfolio Slicer Forum

Discussion List

• FX rate FMV not correct

  39 views 7 comments 0 points Most recent by ryano March 2020External Data Files
• Capital Gain - FX issue

  48 views 4 comments 0 points Most recent by VidasMatelis March 2020General
• Adding Custom Columns in Holdings Table

  45 views 1 comment 0 points Most recent by VidasMatelis March 2020Excel Workbook
• Migration from V2.3 to V2.4 - Error in data refresh

  35 views 2 comments 0 points Most recent by KLZ March 2020Excel Workbook
• Quotes.csv not loading into DataModel

  27 views 5 comments 0 points Most recent by joelm March 2020Excel Workbook
• Search not working

  22 views 2 comments 0 points Most recent by VidasMatelis March 2020General
• Worksheets don't update on Data Refresh (New Install)

  121 views 8 comments 0 points Most recent by VidasMatelis March 2020Excel Workbook
• Do not apply latest Excel/Office updates in you are still using Excel 2010

  40 views 1 comment 0 points Most recent by VidasMatelis March 2020General
• Facebook quotes from yahoo not downloading

  47 views 4 comments 0 points Most recent by Roshlin February 2020External Data Files
• Quotes Always Day Old

  44 views 13 comments 0 points Most recent by VidasMatelis February 2020External Data Files
• #REF error's on Overview Tab

  18 views 6 comments 0 points Most recent by dstirling February 2020Excel Workbook
• Dividend questions for account that does not separate currencies.

  26 views 1 comment 0 points Most recent by VidasMatelis January 2020General
• (blank) showing up as an allocation

  109 views 3 comments 0 points Most recent by emptyquarter January 2020Excel Workbook
• error message function `LN' has the wrong data type ....

  413 views 7 comments 0 points Most recent by jagmanvdp January 2020Excel Workbook
• Error on fresh version of 2.4 version "symbol column does not exist"

  69 views 7 comments 0 points Most recent by jagmanvdp January 2020Excel Workbook