Portfolio Slicer Forum

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• Holdings not displayed

  328 views 13 comments 0 points Most recent by VidasMatelis February 2017Excel Workbook
• new setup cannot refresh allocation connection

  260 views 10 comments 0 points Most recent by VidasMatelis February 2017Portfolio Slicer for Power BI
• Red circles with an X, and yellow circles with an exclamation point

  104 views 2 comments 0 points Most recent by jagmanvdp February 2017General
• Templeton Global small companies A

  67 views 1 comment 0 points Most recent by VidasMatelis February 2017External Data Files
• yearly returns (including dividends perhaps?)

  120 views 4 comments 0 points Most recent by jagmanvdp February 2017General
• Profit% not calculating for 1st and 2nd year.

  125 views 2 comments 0 points Most recent by thparadox February 2017Excel Workbook
• Exchange Rate on Dividends

  99 views 2 comments 0 points Most recent by VidasMatelis January 2017Excel Workbook
• not adding correctly

  71 views 1 comment 0 points Most recent by VidasMatelis January 2017Excel Workbook
• 2016 vs 2013 Excel version

  114 views 1 comment 0 points Most recent by VidasMatelis January 2017Excel Workbook
• Refresh Data Error:

  163 views 4 comments 0 points Most recent by VidasMatelis January 2017Excel Workbook
• starting a new workbook, unable to update

  97 views 4 comments 0 points Most recent by VidasMatelis January 2017External Data Files
• 2017 Data

  111 views 4 comments 0 points Most recent by Ginstwin December 2016Excel Workbook
• Tracking weekly movements

  213 views 6 comments 0 points Most recent by VidasMatelis December 2016Excel Workbook
• Manually entered quotes

  169 views 1 comment 0 points Most recent by VidasMatelis December 2016General
• CurrExch files are no longer updating for me...Can someone help?

  82 views 2 comments 0 points Most recent by VidasMatelis December 2016External Data Files