General

Discussion List

• transfer in/out

  60 views 2 comments 0 points Most recent by jwenga December 2025
• Big thank you for Portfolio Slicer!

  58 views 0 comments 0 points Started by InterestedUser November 2025
• YaHoo Historical - No data since 11/4

  83 views 3 comments 0 points Most recent by VidasMatelis November 2025
• Refresh Time not updating

  72 views 10 comments 0 points Most recent by fsroby September 2025
• Pofit Calculation Error

  121 views 3 comments 0 points Most recent by VidasMatelis July 2025
• Second Allocation Target Table Possible?

  81 views 3 comments 0 points Most recent by VidasMatelis June 2025
• Transactions to exchange currency

  40 views 2 comments 0 points Most recent by GBiasini June 2025
• Setup problems

  127 views 5 comments 0 points Most recent by VidasMatelis June 2025
• Problem during initial setup

  119 views 2 comments 0 points Most recent by aram855 March 2025
• Refresh of report .xls file leads to error: "transID contains blank values"

  24 views 2 comments 0 points Most recent by Lars January 2025
• CurrencyFrom 'EUR' in CurrencyConv.csv but not in ReportCurrency.csv

  50 views 4 comments 0 points Most recent by Lars January 2025
• Dividends in Version 3.1

  116 views 5 comments 0 points Most recent by VidasMatelis December 2024
• Dividend not working?

  79 views 4 comments 0 points Most recent by zzricezz October 2024
• TRP Spin off SOBO

  68 views 4 comments 0 points Most recent by VidasMatelis October 2024
• How to capture an Advisor's fund

  73 views 2 comments 0 points Most recent by Trenzalore September 2024