Quantext Portfolio Planner is an Excel based program. If your version of Microsoft Office is 2002-2006 then please follow the download and/or set up instructions in this guide. This is for both QPP trial users and licensed users of QPP and QPP40. QRP users please use the Quick Start Guide included on the licensed disc.
You are welcome to peruse these guides at any time, however, for access to the trial you will need a password obtained by email. obtain trial password
Quantext Portfolio Planner is an Excel based program. If your version of Microsoft Office is 2007-newer then please follow the download and/or set up instructions in this guide. This is for both QPP trial users as well as licensed users of QPP and QPP40.
You are welcome to peruse these guides at any time, however, for access to the trial you will need a password obtained by email. obtain trial password
Quantext Retirement Planner is an Excel based program. QRP only runs on versions of Excel that are 2002-2006. (It will not run on 2007 or 2010.) This was the original version of Quantext's planner and, though we still offer it, we strongly recommend the use of QPP or QPP40. For more information on the differences between the versions please see our Table of Features (towards the bottom of the webpage.)