Data
Data Reference
This section explains the data Portfolio Slicer depends on.
Portfolio Slicer combines:
- data you maintain in Excel tables
- external files such as quotes, currency conversions, dates, and dividends
If you are trying to understand what must be entered manually and what must be generated externally, start here.
Start Here
Excel Tables
- Config table
- Currency table
- Account table
- Allocation table
- Symbol table
- Symbol sector table
- Symbol alias table
- Transactions table