Deeper fund analysis and reporting with Excel

Our powerful plug-in enables you to extract up-to-date fund data into Microsoft Excel. Combined with the award-wining FE Analytics, you can effortlessly analyse that data, and create bespoke reports.

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Wealth of data at your fingertips

 

The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Excel add-in.

Market leading analytical functionality

 

FinXL can be fully integrated with FE Analytics. When coupled together, the package represents the most powerful combination of comprehensive asset data and market leading analytical functionality available on the market.

Easy integration and customised reporting

 

 The tool can easily integrate with other independent data sources and templates, meaning you can populate existing reports with the data. Alternatively, you can use our reports, which are customisable, and you can create multiple reports. And they can be easily amended to suit any new requirements. 

Easy to use and intuitive

The application can be accessed through an easy add-on via Excel. The interface is modern and intuitive, allowing the user to easily download data and run the reports they require.

In-depth analysis of funds

Since the tool is Excel-based, it allows the user to drill down to underlying constituents for a quick comparative breakdown analysis. You can further perform rapid calculation of ratio statistics over multiple periods.

Bulk data downloads and instant refreshes

Allows the bulk call of thousands of instruments instantly from any list of identifiers including ISIN, SEDOL, Mex and other codes. Permits full suite of factsheet fields to be refreshed in real time, without the need to wait for the next business day.

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