Today, I'm posting a script I wrote for PSM that allows me to search through all of the Account Tabs in my currently open portfolio file, for some text I enter, such as ticker symbol, company name, etc. The script looks in the ticker Symbol, company Name, and Notes columns (fields) and displays each individual match it finds. The match found display provides the Account Tab name, folder/sub-folder name path, and ticker Symbol.
This script is provided for FREE in the hopes that other PSM users find it useful. You can modify it to meet your own needs, but if you do, I won't be able to help you if it becomes "broken", as I won't have your code.
This script does NOT modify any PSM data (displayed or stored data) nor does it modify your PSM portfolio file in any way. It has only been run/tested with MY recent versions of PSM (9.2.9.362 to 9.3.1.367). So, it may or may not function correctly on earlier versions of PSM. If you have an older version of PSM and find that it works okay for you, please post a message here with your version number so we all know.
These files were submitted to the DTLink programmers for their review and hopeful addition to the forum server so that a simple download link can be provided in the near future. But, it may be some time before they have the time to do this.
[3/21/2011 - For a list of updates performed on this script, please see the end of this message. I will post all changes made to the script in both Zip file and will modify the code sections below in this forum post.]
In the meantime, since the forums don't have a means for us to upload script, text or Zip files, I zipped the two files, named the Zip file "SearchAllTabs.zip", and uploaded it to a free file sharing service (4Shared). The file is small, at only 9 KB. To download the Zip file, click the following link:
http://www.4shared.com/file/VG_fLLPo/SearchAllTabs.html
Look for and click the "Download Now" button, wait for their timer, click the "Download file now" text link (above the timer graphic), and save the Zip file to your PC in a location you will remember.
Unzip the file and read the "PSM Search All Tabs User Guide 1-7.rtf" file for further instructions.
Please post a message here to let me know how the script runs on your version of PSM (and maybe PSS).
If you have comments, suggestions, questions, etc. you can post a message here or send me a Private message via this forum:
http://www.personalstockmonitor.com/fv-m/dgoyette
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I've also posted the script and readme files below in plain text forum message format. Here are the steps to get these files onto your PC ...
* Open TWO new plain text files/documents on your PC (Notepad works fine).
* Use the mouse pointer to select ALL of the text in the gray display text area of a message, using click and drag.
* Right-click the selected text and choose Copy.
* Paste the copied text into the new plain text document you created above.
* Save the new document as PLAIN TEXT (without formatting) ...
- For the script file, Save it as "Search All Tabs 1-7.vbs" to a location on your PC that you will remember.
- For the Readme text, Save it as "PSM Search All Tabs User Guide 1-7.txt" to the same location.
* READ the ReadMe file and follow the instructions for Installing the script.
Hope you all enjoy this script and find it useful.
-Don
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SCRIPT UPDATES
8/8/2011 - Ver. 1.7
* Bug Fix: Script was not looking at the ticker symbols in a Tab, which are NOT contained in Folders, before looking in the Folders themselves. Sorry 'bout that! FIXED.
3/24/2011 - Ver. 1.6
* Removed color="white" from the HTML body attribute. On MY system (WinXP SP3), without this setting, it SEEMS that PSM uses the current Windows color setting for dialog box backgrounds. Please let me know if it does NOT work this way on YOUR system.
3/21/2011 - Ver. 1.5 --
* Added "min_pss_version" statement so the script will also run in Personal Stock Streamer.