Problem during initial setup

aram855

Hi! First time user here. I was doing the initial setup, downloaded latest version and the latest external data management scripts. Followed the instructions to the letter, and only put two symbols in the .txt for testing. However, this message pops up after running the .bat file.

> Symbol 'QQQ' in Quotes.csv but not in Symbol.csv
> Symbol 'SPY' in Quotes.csv but not in Symbol.csv

This is all there is inside Symbol.csv:

"Symbol SymbolName Currency MER Allocation SymbolGroup1 SymbolGroup2 SymbolGroup3 Region CurrencyBase"
"* Cash Cash Value Cash 1E-09 Cash Cash Cash Cash N/A "
"VT Index - Global Total Market TR Index Dow Jones USD 0,0009 USA Global Index Global "

I don't know if I'm missing a step here, or if a script failed in the end. Any help?

VidasMatelis

So it appears that you added QQQ and SPY to psConfig.txt file Yahoo section - that is why you are getting quotes for these symbols in Quotes.csv file.
But then you also need to add QQQ and SPY into PortfolioSlicer-Source.xlsx file Symbol worksheet. This is "driving" (or main) symbol table used in the model with all Symbol attributes. When you add data into Symbol worksheet and then re-run UpdatePSData.bat file, your errors should disappear.

aram855

Yep, missed about having to manually fill in the blanks in the Source worksheet (thought you had to do if after running the script). All done now and working like a charm. Thanks!