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Getting Started with FusionLink

• Overview

FusionLink

• Managing FusionLink
• Refresh Options
• Configuring the ribbon for FusionLink in 7.X and above
• Generating Excel functions from FusionInvest

Excel Client

• Connecting Excel to a FusionLink server
• Multiple Excel workbooks
• Loading and Calculating portfolios from Excel
• Loading the FusionLink Excel AddIn from FusionInvest / Fusion Sophis

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Excel Functions

Real-Time

• Get Position Value
• Get Flat Position Value
• Get Portfolio Value
• Get System Value
• Get Portfolio Date
• Get Portfolio Property
• Get Instrument Property
• Get Currency Property

On-demand

• Get Positions
• Get Flat Positions
• Get Price History
• Get Currency Price History
• Get Curve Points
• Get Portfolio Transactions
• Get Position Transactions
• Get Instrument Set
• Get Report Sql Source Results
• Get Currency Set

Utilities

• Add Business Days

Connection Management

• Get Connection Status
• Get Available Connections
• Get Connection
• Get Connection Id
• Get Service Status
• Get Last Message Received Time