Platform Update: Sync Research + Data In Platform Using Excel Connect

Alpha Theory, a leading portfolio sizing and construction platform for institutional investors, today announced the release of a new product, Excel Connect. The firm’s new integration with Microsoft Excel automates bi-directional data sync with the Alpha Theory platform, enabling users to securely update inputs like price targets, conviction levels, and other crucial inputs, directly from Excel.

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Excel Connect streamlines the research and position sizing process by allowing investment managers to merge data stored in Alpha Theory with the firm’s existing Excel data sources, instantly updating the inputs that are translated into optimal position sizes per the firm’s custom rules.

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Daniel Zalika, Managing Director of Data and Integration said, “We are thrilled to offer this solution, which helps clients use our platform more effectively. Excel Connect allows users to access their Alpha Theory environment using Excel as their entry point.”

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Excel Connect is a major milestone that reflects the firm’s commitment to revolutionizing the investment process to support investment managers in making data-driven decisions that ultimately lead to better outcomes. The solution will help the firm better serve clients by providing seamlessness between the Alpha Theory platform and work done in Excel.

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“With Excel Connect, the Alpha Theory platform now includes a new set of APIs that allows our customers to securely modify their Alpha Theory data inside the tool that is most convenient for them,” Chief Technology Officer Dave Huffman said. “The power and ease of use that Excel Connect provides will help ensure forecast data is updated in real-time to drive better decision making.”

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The new functionality is available now. Existing and new customers can implement the solution with the help of our Customer Experience team. Contact us to learn more.

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