I am unable to add a new portfolio. I typed the name of a portfolio ("IRA")into a cell; selected the cell; right-clicked; selected "MarketXLS Portfolio"; selected "Portfolio"; selected "Add", and I receive an error message "Conversion failed when converting date and/or time from character string." I click on "OK" and receive the message: Added new portfolio IRA". I click "OK". Then with the same cell selected, I right-clicked; select "MarketXLS Portfolio"; select "Transactions"; select "Add" and the Add template comes up, but there are no portfolios available to select. I tried entering the details for a transaction with no portfolio name selected, and clicked "Update" and received the same error message as when I tried to add a new portfolio. After I clicked on "OK", I receive the message of "Added new Transaction." However with the name of the "new" portfolio cell selected, when I try to list the transactions, all I get are the headings with no transaction details. I tried to follow the KnowledgeBase article on this subject, but was unable to create a new portfolio or add any transactions to it.