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Excel Help for New User in Excel Portfolio Performance Tracking Template


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Confusedi just got the software and i noticed when i put in my first couple of transactions it did not populate to the graph or other sheets.
also, when i added cells for additional transactions the left border did not come down sufficiently.

thanks,
mark reisbord
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The chart values simply display the portfolio weightings from the Value sheet.  Transactions are taken into account in the performance in the Perf sheet.

We will look into the added transactions border issue.
 Excel Business Forums Administrator
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