Installer

The new installer is available here.

To enable these features in your Excel you should install the new Add-in version. It is recommended to perform a full uninstallation of any previous version of the Add-in.

New Component

Automated universe synchronization:

In this new version, you can profit from the automated universe synchronization. If you insert the ID of the instrument (e.g isin/CH0217020640) and perform one of our UDF in one of the spreadsheet cells, the universe automatically synchronizes the new item.

The synchronization enables us to have a snapshot of your universe and allows our support team to pinpoint any data issues and act quickly to provide the correct measures for you. With this release, you can now choose the option that suits you the most between manual and automated synchronization.

With the automated synchronization, the button “Open” is the only remaining in the ribbon’s section “Universe”. It allows you to view the status of all your instruments.

Important: If you would like to benefit from that feature, you have to send a support ticket.

Enhancements

Currency input: Many of our UDFs have currency(ies) as one of their parameters. To simplify the use of such formulas, you can now directly use elAssetCurrency as a parameter. Depending on your needs or layout organization, such flexibility enables you to save time and space.

elPortWeightToQuantity: Previously, the function did not support a range of cells as parameters. It was only possible to select one cell in the formula and then, dragging down the formula to apply it to multiple rows. Now the formula is dynamic. You can insert ranges of cells as parameters and the result will automatically be spilled in the bordering cells.

Network proxy & API key: In case of an error when entering the API key, you had no way of knowing whether it came from the key or the network proxy.

With the new version:

  • If a “Custom” or “ None” network proxy is being used and an API key turns out to be invalid, the Add-in will check if switching the network proxy to “System” can resolve the problem. In case of success, a message will pop up asking you to execute the change.

  • The API key can be saved even if its testing has failed.

  • The API key testing time is reduced.

Error Helper: The error helper now supports different types of files (CSV included) in case UDFs are being used in files other than xlsx.

Roadmap

By the end of December 2020, the main focus will be on the following aspects:

  • Enabling the function elDiversificationBenefits to calculate the benefits of diversification.
  • Enabling the computation of yield of a fixed income using the current market price of the instrument.

Please note that the information here is subject to change right up to release go-live time. This roadmap is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release.