How to change Min Date in Portfolio Slicer

To change Portfolio Slicer Minimum Date follow these steps:

  1. Change MinDate parameter in table "Config".
  2. Change MinDate parameter in configuration file psConfig.txt
  3. Go to your external data subfolder "Quotes" and backup all files to temporary location. Delete all files that were created by external scripts. If any files were added manually, make sure you do not delete these files. It is recommended that all files that were added manually would be moved into subfolder "Manual". External data management scripts will treat files in all subfolders exactly the same way as if files were in the root of the Quotes folder.
  4. Go to your external data subfolder "CurrExch" and backup all files to temporary location. Delete all files that were created by external scripts.
  5. Go to your external data subfolder "Dividends" and backup all files to temporary location. Delete all files that were created by external scripts.
  6. Run batch file "UpdatePSData.bat". This will create all external data files again.
  7. Review subfolder "Quotes" and compare it to previous files in temporary location. If temporary location has more files, copy them to "Quotes" subfolder. This can happen when you had quotes for symbol that are not available anymore.
  8. Review files content in subfolder "CurrExch" and compare them to same files in temporary location. Normally scripts extract currency exchange rate data for past 10 years. If your old files had currency exchange rate data for more than 10 years, then you will have to copy these records manually into the new files.
  9. Review subfolder "Dividends" and compare it to previous files in temporary location. If temporary location has more files, copy them to "Dividends" subfolder. This can happen when you had dividend transactions for symbol that are not available anymore.
  10. Edit first record in Transactions table (with TransSubType value as "System") to have MinDate value for Date column.
  11. Review transactions table data. Make sure that all records have date on or after your new MinDate.
  12. Refresh your Portfolio Slicer Excel workbook.