Download Portfolio Slicer

This page provides the latest Portfolio Slicer files, related script downloads, and links to installation and upgrade guidance.

By downloading Portfolio Slicer, you agree to the License Agreement.

Current Version

Portfolio Slicer v3.1.0 is the current public release.

Release date: 2023-02-12

Before downloading, please confirm that your system matches the current requirements and uses a supported Excel version.

Main Download

2023-02-12: Portfolio Slicer v3.1.0 is available for download.

What is included:

  • Portfolio Slicer source and report files: PortfolioSlicer-Source.xlsx, PortfolioSlicer-Reports.xlsx, PortfolioSlicer-Reports-Light.xlsx, and PortfolioSlicer.pbix
  • External data scripts used to prepare data files for loading into the report files

External Data Scripts

The external data scripts can also be downloaded separately because they change more frequently. Most of these scripts were created by the community and are maintained over time.

Script package version date: 2026-04-09

Before You Install

Recommended reading before installation:

If you are upgrading from an older version, read:

What Portfolio Slicer Requires

Portfolio Slicer relies on two parts working together:

  • Excel workbook files where you maintain your portfolio data
  • External data files and scripts used to prepare market data for reporting

This means installation is more than just opening a workbook. You should expect an initial setup process.

Older Versions

Older downloads are available for legacy users who still need them, including older Excel-specific releases and historical Power BI files.

These files are preserved for compatibility and migration purposes, but new users should start with the current version unless they have a specific reason not to.

Need Help?

If you are not sure what to download, start here: