Portfolio Slicer Forum

Discussion List

• Transtype Glossary

  53 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

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

  19 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

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

  46 views 3 comments 0 points Most recent by jamesr3 February 2021General
• Retrieving quotes for Telus instead of AT&T

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

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

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

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

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

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

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

  37 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