Download - Portfolio Slicer - Excel Workbook to track your investments

Date Download link
Oct 21,2012

Beta version - 0.6: Download Portfolio Slicer here... 

 

Steps to migrate PortfolioSlicer-src.xlsx data from version 0.5 to 0.6:

  1. Rename file PortfolioSlicer-src.xlsx from version 0.6 (new) to PortfolioSlicer-src-new.xlsx.Open file.
  2. Copy file PortfolioSlicer-src.xlsx from old 0.5 version to new Portfolio 0.6 location. Open file. From now all editing will be done in this file.
  3. Delete worksheet "Dates"
  4. Delete worksheet "CurrencyMethod"
  5. Worksheet TransType - copy whole table from PortfolioSlicer-src-new.xlsx. (DepositFlag was changed to DepositTransSign)
  6. Create new worksheet "ReportCurrency", copy data from PortfolioSlicer-src-new.xlsx. Then select cells and click "Insert" then "Table", check "My table has headers" and click "OK" to create table out of the data.
May 29, 2012 Version 0.5: Download Portfolio Slicer for "Microsoft Excel 2010" here (needs free add-in from Microsoft - PowerPivot). (Link to old version removed)