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http://portfolioslicer.com

Discovered this workbook today... anyone use it ? It look very nice !

I currently use Quicken but portfolioslicer seem much more complete.
It is nice but I don't like that it seems to require the central server for the core data. Fine that it's free and around, but are you only planning to track investments this year? I'm wondering and worried about 5-20 years down the road!
 

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Hi Kaitlyn,

Portfolio Slicer has special transaction types that are designated to deal with "cashless" portfolios:

Buy+Deposit
Div+Withdraw
DivTA+Withdraw
Sell+Withdraw

These transactions assume that you deposit or withdraw cash amount that is equal to total transaction impact to cash. Using these transaction types will make Portfolio Slicer work without tracking cash.
Just a note - I have not done as extensive testing of these transaction types, but if you will encounter any problem, I'll do my best to resolve it ASAP.

Regards,
Thanks! Just wondering, what IF these are omitted - what exactly doesn't get tracked/reported properly?
 
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