Excel Workbook

Discussion List

• Us Portfolio Slicer for only tax reporting

  41 views 2 comments 0 points Most recent by wirecutter April 2021
• SymbolTransferIn SymbolTransferOut counted as realized capital gain

  77 views 3 comments 0 points Most recent by VidasMatelis March 2021
• Transfer between accounts

  62 views 4 comments 0 points Most recent by rmweiss12 March 2021
• Calculation of Profit %

  50 views 1 comment 0 points Most recent by VidasMatelis March 2021
• How to Speedly Load SymbolNames in the srcSymbol Tab Using EXCEL 365 Stock Function

  44 views 2 comments 0 points Most recent by Kh57smth February 2021
• YahooIntraday.txt not updating while GetQuotes-YahooIntraday succeed to download uptodate datas

  42 views 4 comments 0 points Most recent by Ben_Wien February 2021
• A Pivot Table cannot overlap another Pivot Table - Error

  26 views 1 comment 0 points Most recent by VidasMatelis January 2021
• YTD Symbol Profit % chart on Overview tab - loses color formatting

  44 views 7 comments 0 points Most recent by buddyb January 2021
• "Last Quote" date in Overview sheet Cell K1 not getting updated

  24 views 5 comments 0 points Most recent by dharma January 2021
• Issue With Capital Gain - Buy USD Stock in CAD account, Transfer from CAD to USD Account, Sell.

  31 views 5 comments 0 points Most recent by VidasMatelis January 2021
• Excel file corrupt since last O365 update

  34 views 2 comments 0 points Most recent by VidasMatelis December 2020
• Reporting currency

  22 views 4 comments 0 points Most recent by ALB161067 October 2020
• Groupings

  29 views 2 comments 0 points Most recent by ALB161067 October 2020
• Set up

  42 views 1 comment 0 points Most recent by VidasMatelis October 2020
• Proper Way to Record a Special Distribution

  40 views 2 comments 0 points Most recent by mg3putt September 2020