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Portfolio Slicer - free BI application to track your investments in Excel with PowerPivot

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. So I decided to build investment tracking BI application using PowerPivot. 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.



Tags: script, sample, dax, tabular, load


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