Portfolio Slicer Forum

Discussion List

• Retrieving quotes for Telus instead of AT&T

  30 views 2 comments 0 points Most recent by gsbaker February 2021External Data Files
• problem figuring out how to use "generated quotes"

  38 views 2 comments 0 points Most recent by VidasMatelis January 2021External Data Files
• transaction date not display in TransInfo Sheet

  16 views 1 comment 0 points Most recent by VidasMatelis January 2021External Data Files
• value of equity report calculation over estimated

  38 views 2 comments 0 points Most recent by andre2020 January 2021Portfolio Slicer for Power BI
• chùnge CVS file folder location

  25 views 2 comments 0 points Most recent by andre2020 January 2021External Data Files
• UpdatePSData.bat not updating QuoteIntraday folfer

  27 views 2 comments 0 points Most recent by andre2020 January 2021Portfolio Slicer for Power BI
• A Pivot Table cannot overlap another Pivot Table - Error

  26 views 1 comment 0 points Most recent by VidasMatelis January 2021Excel Workbook
• SymbolTransferIn Reported As Deposit

  35 views 2 comments 0 points Most recent by Trenzalore January 2021General
• YTD Symbol Profit % chart on Overview tab - loses color formatting

  44 views 7 comments 0 points Most recent by buddyb January 2021Excel Workbook
• How to input different allocation targets for each account?

  36 views 2 comments 0 points Most recent by fbleitao January 2021General
• Quotes imported to Power BI without decimal points

  30 views 2 comments 0 points Most recent by fbleitao January 2021Portfolio Slicer for Power BI
• "Last Quote" date in Overview sheet Cell K1 not getting updated

  25 views 5 comments 0 points Most recent by dharma January 2021Excel Workbook
• Running on Mac under Parallels or similar

  25 views 3 comments 0 points Most recent by dharma January 2021General
• UpdatePSData.bat not working.

  37 views 3 comments 0 points Most recent by dharma January 2021External Data Files
• 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 2021Excel Workbook