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Open an Excel workbook and log into Excel Connect using Alpha Theory credentials.
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Once connected to Alpha Theory through Excel Connect, select an empty cell to place the TRADE_SET function.
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Input the TRADE_SET function and its various arguments, either by explicitly typing values or by referencing cells:
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=TRADE_SET("Fund Name", "Ticker Name", Shares, Unit Cost)
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=TRADE_SET(B3, C3, D3, E3)
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Once all of the arguments are input, press ENTER - users should see a returned message that includes "Trade Set for 'Ticker Name',..." followed by the Share Count from the formula.
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Click 'Upload Data' on the Alpha Theory ribbon.
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The new quantity and unit cost will be uploaded to the Alpha Theory environment.
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