Troubleshooting Tips 0-11

This is the list of Tips that are referred to in our various other guides. We recommend that users read through these.

If you are not able to figure out an issue on your own, please feel free to contact us at

Tip 0

Not Enough Memory
If you get an error message that tells you there is not enough memory, one of two things can be the cause. Versions of Excel older than 2002 do not have enough "space" (memory) to run QPP. The other possibility is that you need to increase your computer's Virtual Memory:  Right-click on My Computer.  Go to Properties > Advanced > Performance > Settings > Advanced > change the virtual memory settings.  720MB is sufficient.

Tip 1

Saving and Extracting QPP
Trial users will need to Extract the files as well as save them to a suitable place on the computer. Licensed users will need only copy the folder to a suitable place on the computer; the licensed version is not zipped. Look for Trial or Licensed User below:

Trial Users

  • Make sure that you have saved your downloaded folder to somewhere on your computer that is NOT the Desktop. We recommend it be stored inside of My Documents, in a folder if you like. 
  • Unzip (Extract) the folder. Do not try to run QPP from the zipped folder; it won't run.
  • See details about downloading, extracting and storing QPP below.
Here is the downloading/extracting (unzipping) process in greater detail: By following the directions for a downloadable trial, you are accepting the User Agreement (so you will want to read it.) If you accept this agreement, proceed:

Paste, into a browser window, the URL (link) that was sent to you in the email containing the Download and Run Guide. It looks something like this: but will be unique to the trial that is compatible with your name and password (also given in that email.) Upon entering the URL into your browser window, the trial will immediately (and automatically) download.

From here, every system is slightly different and will make this next portion of the process slightly different. The big picture is that we are trying to save the folder to somewhere inside of My Documents and Extract the files from the zipped, downloaded folder. Here are several possibilities, but again, your system may prove to have a slightly different order of events.
  • When it is finished downloading, if it asks you to choose SAVE or OPEN, choose SAVE > copy the folder by right clicking on it > navigate to somewhere inside of My Documents (inside of a folder if you like) > right click on blank area in this location > select paste.
  • If it downloads into a little Downloads pop-up window and then nothing happens, right click on the folder and choose Open. Then copy and paste it somewhere inside of My Documents.
  • On some systems, you may see a little box in the lower left corner of your browser screen indicating that the folder has downloaded. Double click on this and save the folder somewhere inside of My Documents.
Inside of My Documents, you can save QPP in a folder or a series of nested folders. You can call the folders whatever you like. Once the folder has been saved somewhere inside of My Documents:
  • Go to where you have saved the folder. Look at the folder. If it has a zipper across the folder icon then it is still zipped and will need to be extracted (unzipped.) Right click on the folder and choose Extract (All).
  • On older systems, the process may require the following: Double click on the folder.  It takes you to a place where you can do things to the file.  On the left side of the page, you can choose "Extract All Files".  Do this.  An "Extraction Wizard" will help do this; push NEXT when it wants you to.
  • Once the files are extracted, you can double-click on the icon. It will show some .pdf files and 1 .xls file, which is QPP. QPP will not work if the name of the .xls file is altered; it must remain Quantext Portfolio Planner v4.0.xls
Dial-Up Connections
In the case of a dial-up line the downloading of the trial is only half of the trouble; the real issue is that the program needs to be able to go out onto the web and retrieve data on the stocks/funds that you are choosing to analyze.  This is true for the licensed version on disc as well.  A dial-up connection will definitely be slow and may cause issues with the program hanging up.

Did you Extract/Unzip the files before trying to open/run QPP? This could be the problem if it is not opening correctly.  This could be the problem even if it looks like it opened but the password is not entering correctly, even though you are using correct capitalization and no extra spaces.

Licensed Users

If you have a CD (the licensed version), the files are not zipped, but you still need to drag (or copy and paste) the entire folder onto your computer somewhere (save it somewhere)—you can pick the folder you want to drag it into, however, do not save it directly onto "the Desktop".

Further details on this process:  There are two ways to move the files from the CD to your computer.
  1. Open one window for the disc drive (if this does not automatically open when you insert the CD.)  Open another window that shows where you would like to store QPP (somewhere in My Documents in recommended.)  Position the two windows so that you can see most of both.  Left click on the QPP folder in the disc drive window and drag it to the open space in the other window.
  2. Another option is to Right Click on the QPP folder in the disc drive window, and choose Copy.  Then go to the place on your computer where you would like to store QPP (in My Documents.)  Right click anywhere inside of that window, and choose Paste.

Tip 2

Ticker Slots Cannot be Empty
Most versions of Excel allow you to simply place a dash (-) inside of the ticker slots that you will not be using. However, the earlier versions of Excel do not allow this. In this case, replace all of the "-" symbols with real tickers and then run again--use MSFT, for example.  You can allocate these unneeded tickers to zero after you have hit Get Data.

Tip 3

Set Calculations to Automatic
Make sure that you have Calculations in Excel set to Automatic--this is important for QPP to run.

  For Excel 2002-2006: You can make sure that Calculations are set to Automatic by looking at Tools>Options>Calculation and make sure that the button marked Automatic is checked.  If in doubt, hit F9.  This runs calculations manually.  Hit F9 before hitting Get Data, if you are needing to run Calculations manually.

If you are having issues with the Calculations Setting resetting itself back to Manual, please follow these instructions:  Close QPP, keeping Excel Open.  (Close by using the pull down menu from File.)  Change the Calculations to Automatic, using the above instructions.  Save.  Then re-open QPP.

For Excel 2007 and 2010:  Click on the Windows icon in the upper left corner of the Excel screen for a pull-down menu.  At the very bottom of this menu (in the frame of the menu) look at Excel Options > Formulas> Calculation Options> Automatic.

Tip 4

Entering your User Name and Password
For trial users, your name and password were given at the very bottom of the initial Download and Run email.  For licensed users, the name and password are on the half sheet included with your CD.

Enter your user name and password in the two boxes to the RIGHT of the yellow boxes on page 1 of QPP (once you have opened QPP.)  Some people have their screens 'zoomed in' so that the username and password boxes do not show (even after scrolling up to page 1).  If this is the case, you will need to scroll over to the right a little bit to see these boxes.

Look at the box marked Annual Standard Deviation (the Yellow Box) near where you entered your username and password on Page 1 of QPP.  If that reads 0%, you have entered your username and password incorrectly.  Make sure that you have no extra spaces and have matched the capitalization to that of the user name that was sent.  Though the user name appears to have spaces in front of it, it does not.  There are no spaces before or after the name, just one between first and last names.  There are no spaces in the password. 

(Here's the test!  As you enter the name and password correctly, the 0% changes to 15.07 %.)

If you cannot get the password and user name to enter correctly, please have a look at Troubleshooting by Problem, Issue 2.

After entering the name and password correctly, you can save QPP so that it will be there for you next time. For help doing this, see Tip 19.

Tip 5

Make sure that Macros are enabled.

For Excel 2002-2006:

 Every time that you are opening QPP a pop-up window should appear.  This window asks you if you will enable the macros.  To run QPP, you will have to enable the macros.  (The program has to be allowed to go out to the web and retrieve data on the tickers that you would like to use in your analysis.) If for some reason the pop-up does not appear as you are opening QPP, then you will have to take a couple additional steps.  Close QPP, but leave Excel open.  In Excel, (but not from within QPP), go to Tools > Macros > Security and set the security to Low.  Then open QPP from within Excel (File > Open >  . . . Quantext Portfolio Planner v4.0)

For Excel 2007 and 2010:

Microsoft updated this feature in 2010. If you have these updates, then, when you open QPP (the Excel file), you will see a white bar appear towards the top of the screen (below the toolbar.) This bar is asking you if you will allow the macros to run. Click the button labeled “Options” and Enable content. If the bar does not appear click on the Windows icon in the upper left corner of the screen, go to the very bottom (in the frame) and click on “Excel Options.” On the left, go to Trust Center. Then, on the right go to Trust Center Settings. Choose “Show the Message Bar. . . .” Save.

If you do not have the updates you will arrive at the Trust Center and see different options. Here’s the full process. From within QPP, click on the Windows icon in the upper left corner of the Excel screen for a pull-down menu.  At the very bottom of this menu look at Excel Options > Trust center > Trust Center Settings > Macro Settings (from left panel) > Enable Macros for this workbook only.  Save.

Tip 6

Failing to Run After Running!
If QPP has run before but then crashes this means one of several things.
  • It could be that your trial/license has expired.
  • It could be that Calculations have set themselves back to manual—which can happen in EXCEL if the program gets hung up.  Please see Tip 3 for setting the Calculations back to Automatic.
  • Another possibility is that Excel's Auto-recovery has caused QPP to hang up. Please see Tip 10 about this.
  • It could just mean that one or more of your tickers is not acceptable. Please see Tip 12 about this.

Tip 7

Version of Excel
Check your version of EXCEL.  If it is old, QPP will not run.  QPP runs seamlessly with any newer versions but versions older than 2003 were not built to run programs as large as QPP. (Excel 2003 is fine.)  Attempting to run QPP in versions of Excel that are 2002 and older will typically result in the following error message: "Not Enough Memory".

If you need Excel, or a newer version of Excel, to be able to run the trial, here is the URL for a free trial of MS Office, from Microsoft:

Tip 8

If you use McAffee for your security, try this:
  1. Click on the "Personal Firewall Plus" tab of the McAffee Security Center.
  2. Click on the "Options" tab.  The Personal Firewall Plus pop-up screen will appear.
  3. Click on the "Internet Applications" tab on the Personal Firewall Plus pop-up screen.
  4. Scroll down the applications list until you reach the "Microsoft Office Excel" line.  Highlight this line.
  5. Change permission to "outbound access only" (in the lower right hand corner of the screen.)

Tip 9

Analysis ToolPak
You will need to have installed and enabled the Analysis ToolPak in EXCEL. 

For Excel 2002-2006:

In the upper tool bar of EXCEL once you have opened QPP go to Tools >> Add Ins and make sure that Analysis ToolPak is checked.  If this was not installed on your computer when Office was installed, you will need the disc to install this. 

You can choose Analysis ToolPak or Analysis ToolPak VBA, either one will work.  (You can have both checked if you like.) 

For Excel 2007 -2010:

To check if the Analysis Toolpak is installed, click on the Windows icon in the upper left corner of the Excel screen for a pull-down menu.  At the very bottom of this menu look at Excel Options > Add Ins > choose Analysis Toolpak or Analysis Toolpak VBA (either one will do.)

Tip 10

Disable Excel's Auto-recovery
If you are having issues with QPP hanging up, you may try disabling Auto-recover.  Even if you are not having issues with hanging up, you can disable Auto-recover just to save system resources. 

For Excel 2002-2006:

To do this, in EXCEL go to the Tools menu and then select Options.  In Options, select Save and then click the box to disable Auto-recover.  (Turning off Auto-recover has also been found to be one of the possible solutions for the "Run Time Error 1004 -Unable to open. . .")

For Excel 2007-2010:

Go to the Windows Icon and look for Excel Options at the very bottom of the pull-down menu (in the frame!). Excel Options >> Save >> click the box to disable Auto-recovery. It gives you the option to do this for this workbook only. Do this.

Tip 11

The Name of the QPP Excel File Must Remain Quantext Portfolio Planner v4.0.xls
Changing the name of the QPP Excel file will cause QPP to not run.  It needs to have its original name, or else the program, once it has retrieved data from the web, cannot find its way back to QPP.

If QPP should get stuck on the green and yellow GETTING DATA page, press the tab labeled Portfolio Report at the bottom left of your screen to return to the planner.