Alpha Theory Excel Connect

Alpha Theory takes its clients’ feedback very seriously. So, when we heard over and over again that it would improve our clients’ workflow to link Excel and Alpha Theory, we listened! Enter Alpha Theory Excel Connect.

This product allows users to:
  • Input all aspects of Alpha Theory’s Price Target Builder directly from Excel
  • Upload custom fields and checklist values with rationales from Excel into Alpha Theory
  • Change/Set asset level properties and overrides in Alpha Theory from Excel
  • Pull asset and fund information from Alpha Theory into Excel
  • Change/Set Fund Profile settings in Alpha Theory from Excel
  • Pull current scenario research from Alpha Theory directly into Excel
  • Pull Checklist values and Custom Fields from Alpha Theory into Excel
  • Use Excel to assign owners to assets in your portfolio
  • Pull/Display your current portfolio of assets within Excel
  • Change/Set share counts of positions in Alpha Theory
  • Assign assets to tags and manage tag-level constraints
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Release Notes

The latest version is 1.0.7766.15460 published on April 6th, 2021

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

Installation Instructions

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:

  1. Close Excel
  2. Open Excel. It should ask you if you want to install the latest version. Click Yes.
  3. Once it’s finished installing, close Excel
  4. 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!