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Excel in Thomson ONE Wealth**

Course details language:
Product Name:
Thomson ONE Wealth
Market Sector:
Wealth Management
Skill Level:
Beginner
Target Audience:
This course is for Thomson One Wealth Management users migrated to Thomson ONE 5.0
Course Description:

Manipulate real-time dynamic and historical quotes in Microsoft Excel with the Thomson ONE 5.0 Excel add-in feature.

Agenda
  • Retrieve single or multiple dynamic quotes using Thomson ONE in Microsoft Excel
  • View historical pricing using Thomson ONE in Microsoft Excel
  • Create simple portfolio models using Thomson ONE in Microsoft Excel

Scheduled classes

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