Documentation
General documents
- Computer requirements
- Install Portfolio Slicer
- Upgrade Portfolio Slicer from older versions
- How to uninstall Portfolio Slicer
- Portfolio Slicer Data - (Excel tables: “Config“ ,”Currency“ ,”Account“ ,”Allocation“ ,”Symbol“ ,”Symbol sector“ ,”Symbol alias“ ,”Transactions“ and external files “Dates.csv“ ,”CurrencyConv.csv“ ,”Quotes.csv“ ,”Dividends.csv“ ,”schema.ini”) .
- How to enter data into Excel table
- Step by Step guide on how start using Portfolio Slicer
- Portfolio Slicer technical information
- List of Known Issues
- How to change Minimum Date
- How to calculate investment Capital Gain %, Dividend % and Profit %
Portfolio Slicer Excel workbook documentation
- Portfolio Slicer Excel workbook info
- Portfolio Slicer and Excel 2010 | Excel 2013 | Excel 2016
- Change Portfolio Slicer external data location Excel 2010 | Excel 2013
- Refresh Portfolio Slicer data Excel 2010 | Excel 2013
- Excel - How to track Cost Basis
- Excel - How to track Dividends
- Excel - How to track Cash
- Portfolio Slicer Workbook Technical Info
- Portfolio Slicer Known Limitations
- Customize Portfolio Slicer reports
- Known Portfolio Slicer Refresh issues
External data file management scripts documentation
- What is “External data file management script set”
- Setup PowerShell on your computer
- Configuration file psConfig.txt
- How data is stored locally:
- Choosing data source:
- Files loaded into Excel
- Script to create file Dates.csv
- Script to append generated quotes to file Quotes.csv
- Script to check external files for proper formatting.
- Batch to execute scripts
- Script to archive quotes
- How to schedule external data updates
- How to contribute
Portfolio Slicer for PowerBI documentation
- What is Portfolio Slicer for Power BI and how to use it
- How to change Power BI Desktop file connections
- How to publish Portfolio Slicer to PowerBI.com
- How to create dashboards on PowerBI.com website
- How to schedule PowerBI.com data refresh using “PowerBI Gateway”.
- Portfolio Slicer for Power BI Demo.