Portfolio Slicer Forum

Discussion List

• Quote retrieval for SDZNY

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

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

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

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

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

  105 views 5 comments 0 points Most recent by VidasMatelis December 2024General
• MS Office 2024

  80 views 2 comments 0 points Most recent by jagmanvdp December 2024External Data Files
• Daily - Detailed View of Last 10 Days

  67 views 6 comments 0 points Most recent by mg3putt November 2024Excel Workbook
• UpdatePSDataFromExcel Won't Run Successfully When Trying to Migrate to v3.x

  48 views 2 comments 0 points Most recent by mg3putt November 2024Migration
• "Method Invocation failed..." error

  41 views 3 comments 0 points Most recent by PRoldie November 2024External Data Files
• Script Error

  290 views 8 comments 0 points Most recent by VidasMatelis November 2024External Data Files
• Migration to v3 Issues with Transactions

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

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

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

  17 views 1 comment 0 points Most recent by jwenga October 2024Excel Workbook