TS Imagine & Excel™ : Enhanced Power Without the Learning Curve
Should you use the IFP Excel Add-In?
You already know TS Imagine is the award-winning and leading provider of real-time portfolio management and risk and regulatory solutions for financial firms worldwide. And on nearly every desktop is the powerful Microsoft Excel—arguably the optimum application for data analysis with an unmatched ability to visually organize data in charts or graphs and easily view trends and patterns.
Now you can combine two powerhouses – TS Imagine and Excel – and the resulting possibilities are nearly endless.
- Do you want to streamline your business processes and perform the same functions as I/O Services but with a simplified process and in one file?
- Do you want to leverage your Excel expertise and easily import real time TS Imagine data, access data/price feeds, calculate Greeks and run risk/stress analysis?
What exactly does the Excel Add-in do?
The options range from simple standalone functions you can type into a cell – like a standard formula – to custom spreadsheets and apps developed for you by the TS Imagine consulting team that rely on IFP Apps, enabling you to easily:
- download position or pricing information from TS Imagine
- manipulate and/or graph derived data within a few moments
- incorporate proprietary data and update TS Imagine with the click of a button
The IFP Excel Add-in is fast, powerful, and configurable. Use your current apps, apps available on the marketplace, or contact us to create a custom app or spreadsheet specific to your workflow process and needs. Watch our demo below to get an idea of what’s possible with the Excel Add-in:
About the Author
Brian holds a Masters in Quantitative Finance from Rutgers University. Brian can be contacted by email or phone: 646-827-4418
HVaR assumes that present market dynamics are captured in past behavior so what should we do when the world changes? Since Russia's invasion of Ukraine, commodity markets have entered new trading patterns and Lance Smith, TS Imagine Chief Strategy Officer explains some of the tools that can be used to help HVaR without disturbing other risk factors.
Zeal Asset Management selects TS Imagine for real-time portfolio and risk management for quantitative investment strategy
TS Imagine, a leader in trading, portfolio and risk management solutions for capital markets, has been selected by Zeal Asset Management, as the platform to run their quantitative investment strategy.
Broker-dealers understand the importance of producing accurate margin calculations for their clients’ accounts, but they need to know more than just how much margin each client must post; they need to know why the margin system came up with a given result.