Portfolio Slicer Forum

Discussion List

• srcReview has very small amounts

  47 views 2 comments 0 points Most recent by fsroby August 2023Excel Workbook
• SymbolTransferIn Not Showing in Holdings

  30 views 2 comments 0 points Most recent by mg3putt July 2023Excel Workbook
• Wrong 3.1 pbix file?

  86 views 4 comments 0 points Most recent by VidasMatelis July 2023Excel Workbook
• Missing dividends from Yahoo

  71 views 4 comments 0 points Most recent by VidasMatelis June 2023External Data Files
• SymbolTransferOut Transaction type

  95 views 9 comments 0 points Most recent by qosmioamit May 2023General
• Refreshing Excel report doesn't reflect the latest transaction data

  57 views 2 comments 0 points Most recent by rajdevil3 May 2023General
• Account '`' in Transactions.csv but not in Account.csv error

  41 views 1 comment 0 points Most recent by dstirling April 2023External Data Files
• Upgrading to V3.1.0

  199 views 8 comments 0 points Most recent by VidasMatelis April 2023Migration
• 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 2023External Data Files
• Portfolio Slicer v3.1.0 (beta) download available

  736 views 2 comments 0 points Most recent by VidasMatelis March 2023General
• update to v3.1 from v2.3

  145 views 6 comments 0 points Most recent by RonDavis March 2023Excel Workbook
• Exchange BOC error

  102 views 15 comments 0 points Most recent by gsbaker February 2023External Data Files
• ps is failing to refresh due to external file (availability)

  103 views 11 comments 0 points Most recent by qosmioamit February 2023External Data Files
• Error messages - Refresh All fails

  100 views 9 comments 0 points Most recent by gsbaker February 2023Excel Workbook
• Upgrade from Excel 2010 to Excel 2016

  39 views 5 comments 0 points Most recent by VidasMatelis February 2023Excel Workbook