Portfolio Slicer Forum

Discussion List

• Migration to v3 Issues with Transactions

  36 views 2 comments 0 points Most recent by xcerik October 2024Migration
• Profit% and RoR incorrect?

  42 views 1 comment 0 points Most recent by VidasMatelis October 2024Migration
• how to make allocation pivot larger

  35 views 4 comments 0 points Most recent by jwenga October 2024Excel Workbook
• when srcReview and reports don't match total shares in a holding

  16 views 1 comment 0 points Most recent by jwenga October 2024Excel Workbook
• Refresh error in Report (SymbolPrice)

  40 views 1 comment 0 points Most recent by VidasMatelis October 2024Excel Workbook
• How to input a stock split

  90 views 7 comments 0 points Most recent by fsroby October 2024Excel Workbook
• Dividend not working?

  68 views 4 comments 0 points Most recent by zzricezz October 2024General
• Slicer Set-up Issue

  108 views 9 comments 0 points Most recent by VidasMatelis October 2024External Data Files
• Yearly profit by Account

  41 views 1 comment 0 points Most recent by VidasMatelis October 2024Migration
• TRP Spin off SOBO

  42 views 4 comments 0 points Most recent by VidasMatelis October 2024General
• Yahoo quotes returning "Not Found (web err)" for all securities

  1.7K views 61 comments 0 points Most recent by VidasMatelis October 2024External Data Files
• Script Error running Windows 11 on ARM based PC (Surface Pro Copilot+)

  93 views 12 comments 0 points Most recent by VidasMatelis October 2024External Data Files
• Broken Link

  30 views 2 comments 0 points Most recent by x_d October 2024Migration
• transaction sheet in source is slow

  66 views 12 comments 0 points Most recent by gsbaker September 2024Excel Workbook
• How to capture an Advisor's fund

  53 views 2 comments 0 points Most recent by Trenzalore September 2024General