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{"id":2513,"date":"2021-01-16T19:29:00","date_gmt":"2021-01-17T00:29:00","guid":{"rendered":"https:\/\/onthemarkinvesting.com\/?p=2513"},"modified":"2021-01-20T20:47:45","modified_gmt":"2021-01-21T01:47:45","slug":"portfolio-slicer","status":"publish","type":"post","link":"https:\/\/onthemarkinvesting.com\/portfolio-slicer\/","title":{"rendered":"portfolio slicer"},"content":{"rendered":"\nI use this software to give me an aggregate look at the overall investment status on a daily basis by bucket.\u00a0 It is free, and uses Excel and Power BI as its toolset so it will be around a while, and my data stays local on my machine.
Not sure I mentioned it before.
I updated the Power BI view to also give me a stock chart, so I can run this daily to update the quotes (free) and look at both allocations and individual stock prices.
Probably been using it for 3 years give or take.\u00a0 Replaced Quicken with it.\u00a0 Also just to humor myself I loaded every stock trade I made over the past 15 years so I can see some aggregate data.
http:\/\/www.portfolioslicer.com\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"I use this software to give me an aggregate look at the overall investment status on a daily basis by bucket.\u00a0 It is free, and uses Excel and Power BI as its toolset so it will be around a while, and my data stays local on my machine. Not sure I mentioned it before. I … Read more<\/a><\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[1],"tags":[38],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/posts\/2513"}],"collection":[{"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/comments?post=2513"}],"version-history":[{"count":1,"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/posts\/2513\/revisions"}],"predecessor-version":[{"id":2514,"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/posts\/2513\/revisions\/2514"}],"wp:attachment":[{"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/media?parent=2513"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/categories?post=2513"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/onthemarkinvesting.com\/wp-json\/wp\/v2\/tags?post=2513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}