Portfolio Slicer Forum

Discussion List

• scheduled quotes setup not working

  45 views 2 comments 0 points Most recent by timbit January 2024External Data Files
• profit % calcuation

  56 views 1 comment 0 points Most recent by VidasMatelis January 2024General
• Excel refresh fails as path not update (C:/portfolioslicer/PSData): OLE ODBC error

  53 views 2 comments 0 points Most recent by LoicGui December 2023Excel Workbook
• Total allocation issue

  35 views 3 comments 0 points Most recent by jwenga December 2023Excel Workbook
• Combining/merging of two accounts

  61 views 2 comments 0 points Most recent by dstirling December 2023Excel Workbook
• Something wrong with the script when getting the currency data

  68 views 2 comments 0 points Most recent by dinotuf August 2023External Data Files
• srcReview has very small amounts

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

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

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

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

  109 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

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

  214 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