Some users use Portfolio Slicer to test their investment strategies.
Reports generated by Portfolio Slicer would give you equity investment values (no cash) over time and approximate dividend payment information. This information is minimum that investors must track so they can later calculate capital gains or losses for taxes. This would be the fastest way to start using Portfolio Slicer – user would have to enter just buy/sell/split transactions and distribution transactions that affects cost basis. Investment tracking without cash and approximate dividends.This is time consuming, but will give you complete picture of all your investments and cash that is ready for investments. If you choose to use Portfolio Slicer for complete investment and cash tracking, you will have to enter every single transaction from your investment broker/bank statement – deposits, buy, sell, dividend payments, etc. Complete investment and cash tracking.Portfolio Slicer is usually used in one of the following setups: Again, Portfolio Slicer is FREE for personal use!.Portfolio Slicer lets you see your investments performance in comparison to the Market Indexes.Portfolio Slicer lets you add information about dividends received either manually (based on your investment institution statements) or calculate them for you based on dividend file.Portfolio Slicer tracks not just your investments but also cash!.Portfolio Slicer helps you track Cost Basis, also called Adjusted Cost Base (ACB) and it can do that in up to 3 different currencies.If you ever need to find any transaction for any reason, you will be able to do that in Excel in seconds. Portfolio Slicer keeps all your investment transactions in one place.
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