With the latest Excel Connect release, Alpha Theory has made a few updates, including:
- Pulling the current portfolio holdings directly into Excel
- Retrieving a comprehensive list of available Custom Fields and Tags into Excel
- Uploading Earnings Date values from Excel for use within Alpha Theory
- Other minor enhancements
Download the installer and run it .msi.
NOTE: Please close all Excel windows before installing the Excel Connect Add-in.
Software Update Instructions
If you already have Excel Connect you can update your current version by following these steps:
- Close Excel
- Open Excel. It should ask you if you want to install the latest version. Click Yes.
- Once it’s finished installing, close Excel
- Open Excel once more, and the newest version should be available
Resources for new functionality
ExcelConnect Sample Template for an example of the most popular Excel Connect functions to upload data to Alpha Theory and pull data from Alpha Theory into Excel.
Excel Connect Help Center Page
Please visit the Alpha Theory Excel Connect Help Center Page for walkthroughs, videos, and much more!