Portfolio Slicer Forum

Discussion List

• Example Entry: Purchase and Tracking of a Fixed Income GIC

  411 views 16 comments 0 points Most recent by qosmioamit March 2018Suggestions
• Target/Actual Allocation Rounding

  76 views 1 comment 0 points Most recent by VidasMatelis March 2018General
• Import Quicken data

  206 views 4 comments 0 points Most recent by buddyb March 2018Excel Workbook
• Incorrect MTD & YTD Capital Gain on the Dashboard page

  67 views 4 comments 0 points Most recent by deepakhemadri March 2018Excel Workbook
• PowerBI - "Original" currency display not working, other currency fine

  105 views 2 comments 0 points Most recent by CNH March 2018Portfolio Slicer for Power BI
• Error in Linked Table "Trans"

  75 views 3 comments 0 points Most recent by VidasMatelis March 2018Excel Workbook
• Error on Refresh

  154 views 7 comments 0 points Most recent by qosmioamit March 2018Excel Workbook
• On Refresh Excel goes into "Not Responding"

  89 views 3 comments 0 points Most recent by wgh239 March 2018Excel Workbook
• Buy sell dates in sales

  111 views 9 comments 0 points Most recent by Roshlin February 2018General
• Excel stuck at 'reading data'

  2.7K views 8 comments 0 points Most recent by JPGIRARD February 2018General
• Bonus shares ... which transaction type?

  123 views 7 comments 0 points Most recent by VidasMatelis February 2018Excel Workbook
• Refresh not appearing to work

  90 views 2 comments 0 points Most recent by qosmioamit February 2018Excel Workbook
• Asset Allocations for ETF's

  126 views 1 comment 0 points Most recent by VidasMatelis February 2018General
• Incorrect Calculation of Stock Price

  89 views 6 comments 0 points Most recent by VidasMatelis February 2018General
• Interest income

  102 views 3 comments 0 points Most recent by VidasMatelis February 2018General