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FusionLink Help

FAQ

• FAQ

Getting Started with FusionLink

• Overview

Excel Client

• Connecting Excel to a FusionLink server
• Multiple Excel workbooks
• Loading and Calculating portfolios from Excel
• Loading the FusionLink Excel AddIn from FusionInvest / FusionCapital

FusionLink

• Hosting
• Refresh Options
• Show the FusionLink Info bar
• Configuring the ribbon for FusionLink in 7.X and above
• Generating Excel functions from FusionInvest

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Installation

The following is a technical guide for System Administrators on how to install FusionLink in your environment

• Permissions
• FusionLink Toolkit
• Excel Add-In

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Excel Functions

Connection Management

• Get Connection Status
• Get Available Connections
• Get Connection
• Get Connection Id
• Get Service Status

Real-Time

• Get Position Value
• Get Portfolio Value
• Get System Value
• Get Portfolio Date
• Get Portfolio Property

On-demand

• Get Positions
• Get Price History
• Get Curve Points