Portfolio Slicer Forum

Discussion List

• Large Capital Gain loss due to in kind Transfer of stocks

  61 views 6 comments 0 points Most recent by rmweiss12 March 2021Portfolio Slicer for Power BI
• SymbolTransferIn SymbolTransferOut counted as realized capital gain

  78 views 3 comments 0 points Most recent by VidasMatelis March 2021Excel Workbook
• Transfer between accounts

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

  50 views 1 comment 0 points Most recent by VidasMatelis March 2021Excel Workbook
• Google Sheets

  53 views 1 comment 0 points Most recent by VidasMatelis March 2021General
• Proper Drip Transaction

  44 views 8 comments 0 points Most recent by zzricezz March 2021General
• Currency historical quotes

  56 views 4 comments 0 points Most recent by VidasMatelis March 2021External Data Files
• How to track "Asset allocation EFT" (ex: VGRO, VEQT, etc.)

  221 views 9 comments 0 points Most recent by qosmioamit February 2021General
• Portfolio Slicer v3.0.0 (beta) is now available for testing

  130 views 8 comments 0 points Most recent by VidasMatelis February 2021General
• TransType Expansion

  77 views 1 comment 0 points Most recent by VidasMatelis February 2021Suggestions
• Transtype Glossary

  51 views 2 comments 0 points Most recent by Kh57smth February 2021Suggestions
• How to Speedly Load SymbolNames in the srcSymbol Tab Using EXCEL 365 Stock Function

  45 views 2 comments 0 points Most recent by Kh57smth February 2021Excel Workbook
• Web Err -2021-02-24

  18 views 1 comment 0 points Most recent by Kh57smth February 2021External Data Files
• YahooIntraday.txt not updating while GetQuotes-YahooIntraday succeed to download uptodate datas

  42 views 4 comments 0 points Most recent by Ben_Wien February 2021Excel Workbook
• Recommendations for Research Organization

  45 views 3 comments 0 points Most recent by jamesr3 February 2021General