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Portfolio Slicer for Power BI
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Excel Workbook
135
General
Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
profit % calcuation
44
views
1
comment
0
points
Most recent by
VidasMatelis
January 3
General
Excel refresh fails as path not update (C:/portfolioslicer/PSData): OLE ODBC error
48
views
2
comments
0
points
Most recent by
LoicGui
December 2023
Excel Workbook
Total allocation issue
26
views
3
comments
0
points
Most recent by
jwenga
December 2023
Excel Workbook
Combining/merging of two accounts
42
views
2
comments
0
points
Most recent by
dstirling
December 2023
Excel Workbook
Something wrong with the script when getting the currency data
63
views
2
comments
0
points
Most recent by
dinotuf
August 2023
External Data Files
srcReview has very small amounts
47
views
2
comments
0
points
Most recent by
fsroby
August 2023
Excel Workbook
SymbolTransferIn Not Showing in Holdings
30
views
2
comments
0
points
Most recent by
mg3putt
July 2023
Excel Workbook
Wrong 3.1 pbix file?
84
views
4
comments
0
points
Most recent by
VidasMatelis
July 2023
Excel Workbook
Missing dividends from Yahoo
70
views
4
comments
0
points
Most recent by
VidasMatelis
June 2023
External Data Files
SymbolTransferOut Transaction type
95
views
9
comments
0
points
Most recent by
qosmioamit
May 2023
General
Refreshing Excel report doesn't reflect the latest transaction data
56
views
2
comments
0
points
Most recent by
rajdevil3
May 2023
General
Account '`' in Transactions.csv but not in Account.csv error
41
views
1
comment
0
points
Most recent by
dstirling
April 2023
External Data Files
Upgrading to V3.1.0
191
views
8
comments
0
points
Most recent by
VidasMatelis
April 2023
Migration
Erring running UpdatePSData.bat - Method invocation failed because does not contain a method 'Where'
105
views
4
comments
0
points
Most recent by
rajdevil3
April 2023
External Data Files
Portfolio Slicer v3.1.0 (beta) download available
693
views
2
comments
0
points
Most recent by
VidasMatelis
March 2023
General
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