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FusionLink Help

Getting Started with FusionLink

• Overview
• Installation

Excel Client

• Installing the FusionLink 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
• Permissions
• Show the FusionLink Info bar
• Configuring the ribbon for FusionLink in 7.X and above

Excel Client 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

On-demand

• Get Positions
• Get Price History
• Get Curve Points