Generating Excel functions from FusionInvest
New context menus have been added to the FusionInvest grid which enables you to quickly build FusionLink formulas for use in Excel.
Right click on a Portfolio or Position line in the gird and select from the following:
- Copy Cell as Excel FusionLink Reference (only shown if you have a cell selected in the grid)
- Copy Row(s) as Excel FusionLink References
The pre-built formulas will then be placed onto your clipboard for pasting directly in Excel.
Creates a single formula on the clipboard with the selected Portfolio or Position and the selected column. e.g.
=GETPORTFOLIOVALUE(29945, "Result") or =GETPOSITIONVALUE(121211, "Number of Securities")
Creates a table of formulas on the clipboard with the selected Portfolios or Positions and all the displayed columns.
| Id | Portfolio Name | Last | Reference | Number of securities | Result |
|---|---|---|---|---|---|
| 1234567 | =GETPOSITIONVALUE(1234567, "Portfolio Name") | =GETPOSITIONVALUE(1234567, "Last") | =GETPOSITIONVALUE(1234567, "Reference ") | =GETPOSITIONVALUE(1234567, "Number of securities") | =GETPOSITIONVALUE(1234567, "Result ") |
| 1234567 | =GETPOSITIONVALUE(1234567, "Portfolio Name") | =GETPOSITIONVALUE(1234567, "Last") | =GETPOSITIONVALUE(1234567, "Reference ") | =GETPOSITIONVALUE(1234567, "Number of securities") | =GETPOSITIONVALUE(1234567, "Result ") |
| Id | Portfolio Name | Result | Result curr.global |
|---|---|---|---|
| 12345 | =GETPORTFOLIOVALUE(12345, "Portfolio Name") | =GETPORTFOLIOVALUE(12345, "Result") | =GETPORTFOLIOVALUE(12345, "Result curr.global") |
| 12346 | =GETPORTFOLIOVALUE(12345, "Portfolio Name") | =GETPORTFOLIOVALUE(12345, "Result") | =GETPORTFOLIOVALUE(12345, "Result curr.global") |
