Step 2: Get QPP onto your Computer

Here is the downloading and extracting (unzipping) process in detail. By following the directions below for a download, you are accepting the User Agreement.

Trial Users

If you accept this agreement, proceed:
  1. You will receive one email from Quantext that contains the Download and Run Guide as well as your User Name and Password for QPP.
  2. You will receive another email from drive.google.com. This will contain a link to the trial folder.
  3. A browser window will open up and you will be directed to Google Drive, our file sharing platform for the trial.
  4. At the top of the screen, there is a download icon (downward facing arrow). Hit this button.
  5. A pop-up window will appear asking if you want to OPEN or SAVE. Select OPEN.
  6. Copy and Paste these files to your computer within My Documents (or Documents.) It can be nested in folder(s) of any title(s).

Important Additional Notes

  • Do not change the name of the Excel file. It must remain Quantext Portfolio Planner v4.0
  • Please note that you have agreed to not share this file with others. You are welcome to refer others to our website for their own free trial, however!
  • The folder must be unzipped (extracted) before use! Most modern systems automatically do this once you select OPEN. However, each system is different so I recommend looking at your system’s Help for instructions on how to Extract Files.
  • Once you have the folder extracted and saved, you are ready to move on. Double click on the extracted folder. One of the files will be an Excel file, Quantext Portfolio Planner v4.0.xls. This is QPP.
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Licensed Users

If you accept this agreement, proceed:
  1. You will receive one email directly after payment at PayPal. This will contain a link to download your license.
  2. You will receive another email from Quantext that contains your User Name and Password for QPP. This email, unfortunately, requires human involvement and therefore won't be immediate.
  3. Once you hit the link for the download, the zipped folder sontaining QPP will download to your computer.
  4. Navigate to your Downloads folder.
      • Windows
        To find your Downloads folder, click on the Windows Explorer icon (the "file" icon) which is at the bottom of your computer screen.
      • Macintosh
        Find your Downloads folder by first double-clicking on your "finder" icon (the "face" icon) which is at the bottom of your computer screen.
    • Scan the left-hand column for Downloads, which should be near the top of the list.
    • Open it.
    • Find QPP at the top of this list.
  5. Copy and Paste these files to your computer within My Documents (or Documents.) It can be nested in folder(s) of any title(s).
  6. The folder must be unzipped (extracted) before use. If the folder still shows a zipper on it, please unzip it:
    • Right Click on the zipped folder.
    • Select Extract All.
    • Save the extracted files anywhere within My Documents (or Documents.)
  7. Once you have the folder extracted and saved, you are ready to move on. Double click on the extracted folder. One of the files will be an Excel file, Quantext Portfolio Planner v4.0.xls. This is QPP.

Important Additional Notes

  • Do not change the name of the Excel file. It must remain Quantext Portfolio Planner v4.0
  • Please note that you have agreed to not share this file with others. You are welcome to refer others to our website for their own free trial, however!
  • If you Licensed QPP40 You will see two folders labeled QPP20 and QPP40. In each, there is a file called Quantext Portfolio Planner v4.0. The names of QPP20 and QPP40 have to be the same and that is why they are kept in separate folders! Do not change the names of the Excel files.

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