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I'm getting an error about numeric values for dates when uploading. Follow

You may get this error when uploading a spreadsheet upload file:

In order for the template to recognize Dates, the format of your input in Excel needs to match the date format of your Operating System (OS). If the date formats do not match, Excel will not recognize your inputs as dates and Portfolio Manager will not be able to accept your template.

You can verify/modify the format of your Windows operating system by:

  • Opening the “Control Panel”
  • Selecting “Region and Language”
  • Choosing your preferred format in the “Short date” field:

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