Scripts

Scripts Guide

This section covers the PowerShell scripts and batch workflows used to prepare and maintain Portfolio Slicer external data files.

If your setup depends on quotes, currency conversion files, dividends, or scheduled updates, these are the pages to use.

Start Here

• External Data Management Script Set
• Config file for External Data Management scripts
• Batch file to update Portfolio Slicer external data files

Common Script Tasks

• Check external data files
• Files loaded into Excel
• Schedule data updates
• Setup PowerShell on your computer

Supporting References

• CreateDatesFile.ps1
• AppendGeneratedQuotes.ps1
• ArchiveOldQuotes.ps1
• Quotes data source guidance
• Dividends data source guidance
• Currency exchange data source guidance

Related Pages

• Data
• Documentation