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  • Formula Builder: An Introduction View description

    The Formula Builder is a powerful interface for creating and editing real-time, fundamental, and historical data retrieval functions in Excel. In this short presentation, you will learn how to use the Formula Builder to specify instruments and data items, set parameters and display options, more and switch between Real Time & Fundamental and Times Series modes. (Level: Basic) .

  • Retrieve Deals Information in Excel using the Deal Analytics App View description

    The Deal Analytics app allows you to retrieve deals data in Excel. Use the Deal Screener to get information on deals matching specified criteria. Use the League Table and Volume Analysis tools to return summarized data aggregated by adviser or time period, respectively. (Level: Basic) .

  • Retrieve a List of Options in Excel View description

    Watch a step-by-step guide on how to create an RSearch function which returns a dynamic list of stock options with a strike within a specified % of the underlying. (Level: Intermediate) .

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