Quantext offers an array of documents to help users get up and running as well as get the most out of their portfolio planning efforts. If you have questions not covered in the guides below, please email tryqpp@yahoo.com for assistance
These Guides are designed to lead the users through the process of opening up either the trial (downloaded) or the licensed (cd) version of QPP, QPP40 or QRP. They also lead the user through the processes of changing pertinent Excel settings and using the basic features of Quantext's portfolio planners.
Though the Download and Run Guide, sent with the link to the free trial, gets many users up and running, not all of the details are included in that document. The Troubleshooting Guide contains details about the downloading process, necessary Excel settings, acceptable tickers, etc., as well as helpful instructions on Cut and Paste in Excel. Whether you are working with the free trial or a licensed CD verison, we recommend reading this document carefully.
QPP Contents Guide
Much more thorough than the Quick Start Guide, this document marches through QPP, item by item, explaining every quantity. For a deeper knowledge of QPP's measures and metrics, this is the guide to review. For example, rather than just defining the Historical Period, and explaining the formatting required for the dates, it includes a discussion about why 3-5 years is recommended, and why shorter and longer periods are not.
Personal Portfolio Management
This guide starts with some basic information about statistics used in portfolio planning, and then runs through a series of examples using the software. The Personal Portfolio Management manuscript was written early in the life of Quantext's portfolio planner; the screen shots are actually from what is now called Quantext Retirement Planner (QRP), though QRP and QPP have the same retirement planning capabilities. (Hard to change the name now that so many articles have been written.) The products are actually quite similar, the core analytics being exactly the same. It is a helpful guide for users of all of Quantext’s portfolio planners.
Articles
The above link will take you to Quantext's warehouse of articles. All of these articles are in pdf format, and available for downloading. However, if you are interested in searching through these articles by topic, you might want to visit SeekingAlpha.com, and use their search tool. Here is the link to Geoff Considine's articles at Seeking Alpha
Especially helpful articles for people new to portfolio planning:
The Humble Arithmetic of Portfolio Management
Choosing Your Portfolio Risk Tolerance
