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Portfolio Slicer for Power BI
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Excel Workbook
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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
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
198
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
704
views
2
comments
0
points
Most recent by
VidasMatelis
March 2023
General
update to v3.1 from v2.3
145
views
6
comments
0
points
Most recent by
RonDavis
March 2023
Excel Workbook
Exchange BOC error
102
views
15
comments
0
points
Most recent by
gsbaker
February 2023
External Data Files
ps is failing to refresh due to external file (availability)
103
views
11
comments
0
points
Most recent by
qosmioamit
February 2023
External Data Files
Error messages - Refresh All fails
100
views
9
comments
0
points
Most recent by
gsbaker
February 2023
Excel Workbook
Upgrade from Excel 2010 to Excel 2016
39
views
5
comments
0
points
Most recent by
VidasMatelis
February 2023
Excel Workbook
Portfolio Slicer v3 Feedback
1.4K
views
78
comments
0
points
Most recent by
CNH
February 2023
General
Web server migration - Feb 8-15, 2023 - expect temporary website errors
24
views
0
comments
0
points
Started by
VidasMatelis
February 2023
General
Fixed Investment Shows Gain and Loss on Daily Tab
26
views
2
comments
0
points
Most recent by
mg3putt
February 2023
Excel Workbook
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