How to contribute

Overview

Portfolio Slicer has benefited greatly from community help over the years, especially around external data scripts, troubleshooting, and documentation.

Contributions are welcome when they help other users reproduce, understand, or improve a real workflow.

Useful Types of Contributions

Examples of useful contributions include:

  • bug reports with reproducible steps
  • improvements to documentation
  • script fixes or enhancements
  • support notes about source-provider changes
  • examples showing how a real workflow was made to work

What Makes a Contribution Helpful

When you contribute, try to include:

  • the Portfolio Slicer version involved
  • the script version involved, if relevant
  • the environment or Excel version
  • the exact error message or unexpected behavior
  • sample input or output where possible
  • a description of what you expected instead

The more concrete and reproducible the report is, the easier it is for others to test it.

Script Contribution Advice

If you contribute a script change:

  • explain which provider or workflow it affects
  • describe any new configuration parameters
  • avoid breaking existing file formats unless absolutely necessary
  • mention whether the change affects quotes, dividends, exchange rates, or final PSData files

Community Context

Historically, a number of Portfolio Slicer script improvements came from community members who needed support for real data sources and then shared their work with others.

That pattern is still valuable: practical improvements with clear examples are often the most helpful contributions.