Fund Analysis tool | FE FinXL for Institutions

Deeper insights, bespoke reporting, delivered through Excel

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Investment research needn’t be difficult. Take advantage of your Excel skills and reduce your exposure to online software with FinXL. Access the same high quality data from FE used to power FE Trustnet and FE Analytics using simple calls within Excel. Perfect for bespoke data analysis or regular management reports.

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Overview 

Keep your data fresh

Combining market leading data with Microsoft technology, FinXL allows the unrivalled creation, editing and refreshing of reports plus the retrieval and updating of thousands of data items in seconds directly into Excel.

 

Key Benefits

Add value with flexible reporting

  • The breadth and quality of our investment data sets us apart; our extensive range of onshore, offshore and international funds, life, pensions, ETFs, investment trusts, equities and more is at your fingertips
  • We offer easy integration. A single Microsoft Excel add-in gives you access to the full suite of reports to build bespoke templates or match your own regular outputs

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Key Features

  • Bulk call thousands of instruments instantly from any list of identifiers
  • Drill down to underlying constituents for quick comparative breakdown analysis
  • Historical performance data with ranking
  • Easy retrieval of full historical performance constituents and AUM
  • Ability to rebase into all currencies
  • Rapid calculation of ratio statistics over multiple periods
  • Full suite of factsheet fields refreshed in real time. No need to wait for next business day.
  • Full direct integration with FE Analytics for the ultimate analysis package

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Contact us

We're always ready to answer any of your questions. Contact us and one of our specialists will talk you through how our software can help your business grow.

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