Portfolio Slicer download

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Download Excel Workbook

User version of workbook comes with no data (just few sample records). Use this workbook to enter your investment data. Demo version of workbook comes with demo data - to be used while learning about Portfolio Slicer.

2016-May-03: List of Known Issues


Download Portfolio Slicer for PowerBI


Download Scripts to extract and manage external data

Originally Portfolio Slicer did not come with scripts to create or download external data files (Quotes, Exchange Rates and Dividend payments). But soon after v2.0 version was released, user MaximT created and shared his scripts that were fully integrated into existing Portfolio Slicer data management scripts. Here you can download original Portfolio Slicer External Data Management Scripts and also download scripts created by MaximT. Most users will want to download just first file as it includes all scripts to download and to manage external data files.

Note: If you are migrating from version 2.x, then you need to add 2 extra parameters to your old psConfig.txt file. More details about upgrade are here.

Please note that above download contains merged scripts provided by Portfolio Slicer and also by user MaximT. If you do not want to use above download, here are links to separate downloads:

  • Download v2.2 (2016-Apr-21): External data Management script set (Original, provided by Portfolio Slicer team)
  • Download v2.2 (2016-Apr-21): External data Download script set (provided by Maxim T.)

    Older versions of Portfolio Slicer

    Here is the list of links to download older version of Portfolio Slicer. These older versions are not supported anymore.

    Version 2.2

    Version 2.1