Portfolio Slicer Forum

Discussion List

• Bonds

  37 views 2 comments 0 points Most recent by PeterO October 2020General
• Financial Year

  38 views 2 comments 0 points Most recent by PeterO October 2020General
• Profit%

  50 views 3 comments 0 points Most recent by PeterO October 2020External Data Files
• Date Error

  30 views 2 comments 0 points Most recent by PeterO October 2020External Data Files
• Dividend - didnt load

  20 views 3 comments 0 points Most recent by VidasMatelis October 2020External Data Files
• Reporting currency

  22 views 4 comments 0 points Most recent by ALB161067 October 2020Excel Workbook
• external quotes

  38 views 3 comments 0 points Most recent by VidasMatelis October 2020General
• Groupings

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

  42 views 1 comment 0 points Most recent by VidasMatelis October 2020Excel Workbook
• Location

  22 views 1 comment 0 points Most recent by ALB161067 October 2020External Data Files
• Report that can filter holdings by Security

  39 views 5 comments 0 points Most recent by gsbaker September 2020General
• Transaction Entry to Cover BEP-UN Reorganization

  68 views 6 comments 0 points Most recent by VidasMatelis September 2020General
• Question

  36 views 1 comment 0 points Most recent by VidasMatelis September 2020General
• Proper Way to Record a Special Distribution

  40 views 2 comments 0 points Most recent by mg3putt September 2020Excel Workbook
• Account/Securities not showing in report

  29 views 1 comment 0 points Most recent by VidasMatelis August 2020Excel Workbook