https://support.portfolioslicer.com/index.php?p=/ Wed, 06 May 2026 14:10:27 +0000 en General — Forum https://support.portfolioslicer.com/index.php?p=/discussion/789/new-functionality-now-you-can-refresh-your-excel-reports-by-running-bat-file Sat, 11 Apr 2026 17:39:14 +0000 General VidasMatelis 789@/index.php?p=/discussions https://support.portfolioslicer.com/index.php?p=/discussion/793/roc-could-as-dividends-on-the-holdings-tab Sat, 02 May 2026 14:17:48 +0000 General zzricezz 793@/index.php?p=/discussions https://support.portfolioslicer.com/index.php?p=/discussion/790/profit-grand-total-showing-3-564-39 Thu, 16 Apr 2026 17:00:49 +0000 General Arifjr599 790@/index.php?p=/discussions The individual asset rows calculate correctly (my actual total profit should be ~4.12%).]]> https://support.portfolioslicer.com/index.php?p=/discussion/788/error-when-trying-to-update Wed, 08 Apr 2026 11:46:24 +0000 General EarthBoundMisfit 788@/index.php?p=/discussions ]]> https://support.portfolioslicer.com/index.php?p=/discussion/787/problem-with-first-time-installation Tue, 24 Mar 2026 19:54:52 +0000 General Arifjr599 787@/index.php?p=/discussions
Excel couldn't refreshthe table 'Symbol' from connection 'Symbol'. Here's the error message from the external data source:
The operation failed because the source does not contain the requested column. You can fix this problem by updating the column mappings.
More Details:
The 'Symbol column does not exist in the rowset
An error occurred while processing table 'Symbol
The current operation was cancelled because another operation in thetransaction failed


Its straight out of demo and empty both giving same issue out of the zip.
Excel 2024 , Portfolio slicer v3.1]]> https://support.portfolioslicer.com/index.php?p=/discussion/779/error-for-first-time-installation Mon, 26 Jan 2026 07:54:18 +0000 General camha 779@/index.php?p=/discussions The current instruction for psConfig.txt does not show this parameter nor how to adjust (https://www.portfolioslicer.com/scripts/config-file.html). In Demo folder, the psConfig.txt file does NOT have the parameter Error (2): Each row should have exactly three column separators -> I have not edited any other parameters Error (3): Symbol -> I have not edited any other parameters In the Empty folder, the psConfig.txt file DOES have the parameter, I have adjusted the path to the extracted folder on my computer: When I run the UpdatePSData.bat script, no more Error (1), but Error (2) and (3) persist. Same thing when I add parameter and run .bat in Demo folder. 2. Script v3_20251211 (2025-Dec-11): https://www.portfolioslicer.com/download/v3.1/PortfolioSlicerDDMScriptsV3_20251211.zip - The psConfig.txt file does NOT have the parameter When I run script, Error (1), (2), (3) appear, and another Error (4) below When I try adding the parameter to the .txt file and run .bat, no more (1), still (2), (3), and (4) Please let me know how to fix these, and kindly re-check if the files in current download links are the most up-to-date ]]> https://support.portfolioslicer.com/index.php?p=/discussion/771/please-check-here-how-artificial-intelligence-ai-can-help-you-with-portfolio-slicer Sun, 21 Dec 2025 21:12:32 +0000 General VidasMatelis 771@/index.php?p=/discussions https://support.portfolioslicer.com/index.php?p=/discussion/780/forum-comment-length Mon, 26 Jan 2026 20:43:19 +0000 General Scrappy 780@/index.php?p=/discussions https://support.portfolioslicer.com/index.php?p=/discussion/776/script-error-and-trouble-refreshing Sat, 17 Jan 2026 06:34:13 +0000 General Mat 776@/index.php?p=/discussions https://support.portfolioslicer.com/index.php?p=/discussion/778/bankfee Sat, 17 Jan 2026 15:09:31 +0000 General Scrappy 778@/index.php?p=/discussions Report Table - Holdings (showiing both 2025/2026): Am I entering this wrong? Directions are are rather sparse in the documentation. Regards, Pat ]]> https://support.portfolioslicer.com/index.php?p=/discussion/775/minor-spelling-error-in-document-for-using-powerbi Sat, 03 Jan 2026 01:55:36 +0000 General Scrappy 775@/index.php?p=/discussions https://portfolioslicer.com/powerbi/change-powerbi-connections.html step 10 it states that: "You are not ready to publish your Portfolio Slicer data to PowerBI.com website ...." I think you meant to say that "You are now ready. A very minor point. Regards, Pat]]> https://support.portfolioslicer.com/index.php?p=/discussion/774/remove-transactions-in-src-file Fri, 02 Jan 2026 19:36:56 +0000 General Scrappy 774@/index.php?p=/discussions https://support.portfolioslicer.com/index.php?p=/discussion/769/script-troubleshoot Tue, 16 Dec 2025 13:56:01 +0000 General jwenga 769@/index.php?p=/discussions https://support.portfolioslicer.com/index.php?p=/discussion/768/after-updating-pc-get-this-now Sun, 14 Dec 2025 17:36:28 +0000 General jwenga 768@/index.php?p=/discussions ]]> https://support.portfolioslicer.com/index.php?p=/discussion/767/transfer-in-out Fri, 12 Dec 2025 02:17:27 +0000 General jwenga 767@/index.php?p=/discussions