Portfolio Slicer Forum

Discussion List

• Location

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

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

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

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

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

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

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

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

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

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

  51 views 5 comments 0 points Most recent by VidasMatelis July 2020Excel Workbook
• Grand Total on Daily Tab Not Correct for a Select Few Symbols

  45 views 2 comments 0 points Most recent by mg3putt July 2020Excel Workbook
• Allocation graph

  47 views 6 comments 0 points Most recent by rmweiss12 July 2020Excel Workbook
• Show Bond Interest

  64 views 6 comments 0 points Most recent by VidasMatelis July 2020Suggestions
• Cash not showing in Holdings tab

  36 views 5 comments 0 points Most recent by rmweiss12 July 2020Excel Workbook