{"id":253,"date":"2012-05-30T18:41:49","date_gmt":"2012-05-30T23:41:49","guid":{"rendered":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/?p=253"},"modified":"2015-06-01T19:08:38","modified_gmt":"2015-06-02T00:08:38","slug":"portfolio-slicer-free-bi-application-to-track-your-investments-in-excel-with-powerpivot","status":"publish","type":"post","link":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/253_portfolio-slicer-free-bi-application-to-track-your-investments-in-excel-with-powerpivot","title":{"rendered":"Portfolio Slicer &#8211; free BI application to track your investments in Excel with PowerPivot"},"content":{"rendered":"<p>Yesterday I published <a href=\"http:\/\/portfolioslicer.com\/\" target=\"_blank\">Portfolio Slicer application<\/a>\u00a0that lets you track financial investments (stocks, ETFs, mutual funds) in Excel. I used Excel 2010 with PowerPivot 2012 to create PowerPivot database with over 90 DAX calculations and I could not be more happier with results. In the past I tried to use existing online services to track my investment accounts, but none of them would completely do what I wanted. So I decided to build investment tracking BI application using PowerPivot. <!--more-->My idea was that if I have list of investment transactions and daily stock quotes, I could calculated how my investments were doing at any point in time. To get FREE daily stock quotes was easy &#8211; I just wrote <a href=\"http:\/\/portfolioslicer.com\/stock-quote-download-scripts\/free-script-download-quotes-yahoo-finance\" target=\"_blank\">PowerShell script<\/a>\u00a0to download them from Yahoo Financial website (I shared this script too). To write DAX formulas that can calculate investments was a bit more trickier, but at the end it worked really well. All calculations in Portfolio Slicer are done on the fly and considering how many calculations I had to do, PowerPivot performance is amazing.<\/p>\n<p>Check <a href=\"http:\/\/PortfolioSlicer.com\" target=\"_blank\">Portfolio Slicer<\/a> website, and If you do not need to track you investments, you can still download and look and DAX calculations used to generate investment reports.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yesterday I published Portfolio Slicer application that lets you track financial investments (stocks, ETFs, mutual funds) in Excel. I used Excel 2010 with PowerPivot 2012 to create PowerPivot database with over 90 DAX calculations and I could not be more happier with results. In the past I tried to use existing online services to track my investment accounts, but none of them would completely do what I wanted<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[4],"tags":[],"aioseo_notices":[],"_links":{"self":[{"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/posts\/253"}],"collection":[{"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/comments?post=253"}],"version-history":[{"count":5,"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/posts\/253\/revisions"}],"predecessor-version":[{"id":287,"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/posts\/253\/revisions\/287"}],"wp:attachment":[{"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/media?parent=253"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/categories?post=253"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.ssas-info.com\/VidasMatelisBlog\/wp-json\/wp\/v2\/tags?post=253"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}