Portfolio Slicer Forum

Discussion List

• SymbolTransferIn Reported As Deposit

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

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

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

  33 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

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

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

  40 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.

  33 views 5 comments 0 points Most recent by VidasMatelis January 2021Excel Workbook
• Tracking TFSA contributions

  43 views 2 comments 0 points Most recent by hheyermans December 2020General
• Yearly Capital Gain Discrepancy

  27 views 2 comments 0 points Most recent by PeterO December 2020General
• Speed increase

  55 views 1 comment 0 points Most recent by VidasMatelis December 2020General
• Manual Price Entry

  62 views 1 comment 0 points Most recent by VidasMatelis December 2020General
• Certain holdings show -100%

  33 views 2 comments 0 points Most recent by hellohollo December 2020External Data Files
• Symbol gone from a table

  21 views 2 comments 0 points Most recent by PeterO December 2020General
• Excel file corrupt since last O365 update

  38 views 2 comments 0 points Most recent by VidasMatelis December 2020Excel Workbook