Sentences with phrase «portfolio slicer»
Portfolio Slicer is a free Excel workbook that lets you track your investments (stocks, ETFs, mutual funds) your way.
http://www.dripinvesting.org/
This feature also works great when you using Portfolio Slicer to analyze how hypothetical portfolios would do over time.
Portfolio Slicer lets you track your investments in up to 3 different reporting currencies.
Below is a list of transactions that demonstrates how distributions were tracked for XEI.TO symbol in Portfolio Slicer:
When you are using your own cost basis calculation, but still want to use Portfolio Slicer for reporting
If you have investments in different currencies, then you will love Portfolio Slicer.
With Portfolio Slicer there are no limits - if you will enter last 20 years of your investment transactions and create quotes and currency exchange rate files for 20 years, than you can have full picture of your investments for over last 20 years!
If you are comfortable with Excel, then you will love Portfolio Slicer.
With Portfolio Slicer you can track how much dividends / interest you received over any selected period.
Portfolio Slicer can generate dividend information for your investment portfolio based on data provided in Dividends.csv file.
Portfolio slicer can calculate how many shares for specific symbol you had at the date of dividend payment and this way calculate dividend amount received.
In this mode Portfolio Slicer assumes that at any point account Cash Balance value is 0.
Every calculation defined in Portfolio Slicer was built with currency conversion in mind.
This article explains how you can track dividends with Portfolio Slicer.
You will tell Portfolio Slicer about your investments by entering data into pre-defined Excel tables.
With Portfolio Slicer you can see investment capital gains / loss over last 30 days, last 12 months or last 5 years.
Portfolio Slicer is a FREE for personal use Excel workbook / template that lets you track your Stock, ETFs and Mutual Fund investments your way.
Portfolio Slicer currently calculates Cost Basis using «Average» method.
Portfolio Slicer takes data that you provided and loads all this into PowerPivot data model that has close to 150 defined calculations.
2016-04-15 news: «Portfolio Slicer for Power BI released - now you can see your investment reports on your phone or tablet.
Portfolio Slicer uses transaction type «ReturnOfCapital» to record these dividends.