Portfolio Slicer Forum

Discussion List

• Report Currency Not Connected to Value Change Table on Daily Tab (Reports Excel File)

  87 views 3 comments 0 points Most recent by VidasMatelis June 2025Excel Workbook
• Script having problems

  367 views 11 comments 0 points Most recent by VidasMatelis June 2025External Data Files
• Second Allocation Target Table Possible?

  77 views 3 comments 0 points Most recent by VidasMatelis June 2025General
• Transactions to exchange currency

  35 views 2 comments 0 points Most recent by GBiasini June 2025General
• Setup problems

  120 views 5 comments 0 points Most recent by VidasMatelis June 2025General
• Circular dependency

  277 views 10 comments 0 points Most recent by VidasMatelis April 2025Excel Workbook
• Transactions in src

  62 views 1 comment 0 points Most recent by VidasMatelis April 2025Excel Workbook
• Problem during initial setup

  107 views 2 comments 0 points Most recent by aram855 March 2025General
• dividends in regular and light reports

  39 views 5 comments 0 points Most recent by jagmanvdp February 2025Migration
• Quote retrieval for SDZNY

  40 views 2 comments 0 points Most recent by jagmanvdp February 2025External Data Files
• Allocation -Target Table

  102 views 9 comments 0 points Most recent by MikeP February 2025Excel Workbook
• Refresh of report .xls file leads to error: "transID contains blank values"

  20 views 2 comments 0 points Most recent by Lars January 2025General
• errors in new migration to Version 3

  62 views 4 comments 0 points Most recent by VidasMatelis January 2025Migration
• CurrencyFrom 'EUR' in CurrencyConv.csv but not in ReportCurrency.csv

  31 views 4 comments 0 points Most recent by Lars January 2025General
• Dividends in Version 3.1

  102 views 5 comments 0 points Most recent by VidasMatelis December 2024General