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  1. Alpha Theory
  2. Excel Connect

Excel Connect

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Alpha Theory's Excel Connect allows users to connect to the application directly from their Excel spreadsheets. This enables them to quickly upload price targets and other scenario research directly into the Alpha Theory platform without ever leaving their Excel workbooks. From pulling fund and asset-level information into excel to directly uploading scenario research into Alpha Theory, Excel Connect gives users more flexibility and allows them to more effectively keep Alpha Theory up to date. Below, there are various articles that provide information on how to install, setup, and use Excel Connect.

  • How to Contact Support From Excel Connect
  • How to Reach the Help Center From Excel Connect
  • Excel Connect - Sample Template
  • Tag Assignment and Management in Excel
  • How to Update Trades with Excel Connect
  • How to Establish a Proxy Connection with Excel Connect
  • Exporting a View with Excel Connect Formulas Built In
  • Installation and Setup of Excel Connect
  • Alpha Theory Ribbon Overview
  • Excel Connect Functions Overview
  • How to Upload Scenarios with Excel Connect
  • How to Set Custom Field Values
  • Excel Connect GET and SET Properties
  • Technical Specifications for Excel Connect
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