04-17-2016 18:46 PM - last edited 08-09-2016 16:19 PM
Dataset and description on how to use it is available at Portfolio Slicer website. This used to be Excel + PowerPivot investment tracking application, but with PowerBI - now also includes PowerBI desktop file. There are many users from all over the world using this application - from USA, Canada, Singapore, Australia, New Zeland, India, etc. It is free application and by nature all source code is included - all DAX calculations are open for review.