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Sourcetable Integration

ICap Fusion Plugins For Excel

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    Overview

    Welcome to the premier resource for enhancing your data management and analysis within Microsoft Excel. The iCap Fusion plugin for Excel transforms your workflow with real-time updates directly from Fusion, ensuring that your data is always current and accurate. Ideal for users who regularly export data to Excel, this powerful plugin streamlines processes across various industries. On this page, we'll delve into the essence of iCap Fusion, explore the seamless integration of plugins between iCap Fusion and Excel, discuss common use cases, and answer frequently asked questions. Discover how to optimize your Excel experience with the advanced capabilities of the iCap Fusion plugin.

    What is iCap Fusion?

    iCap Fusion is an electronic platform that serves as ICAP's flagship platform, offering a broad range of services to facilitate global liquidity access, real-time data, automated trade processing, and settlement solutions from a single screen. Fusion Desktop is the enhanced version of the ICAP Fusion software tool, which comes with system requirements that include JavaScript enabled, installation on Windows 8 or later, 1GB of RAM, and a 1 GHz processor. In case of restrictions on downloading and installing applications, users are advised to seek assistance from local IT support.

    The service aspect of iCap Fusion is multifaceted, providing users with customizable, cloud-enabled solutions engineered for easy integration of new functionalities. It supports multi-asset class trading, efficient downstream services, price discovery, volume matching, and whiteboards for price discovery. Fusion is specifically available for multiple asset classes, including FX, Rates, Equities, Fixed Income, Local Markets, Asian NDF, interest rate swaps, CNH Hub, and i-Swap.

    When it comes to data types, iCap Fusion supports trading across various asset classes, including FX, fixed income, equity, and interest rate derivatives. It features unique tools like whiteboards for price discovery, matchbook for equity derivatives, and i-Swap for Interest Rate Swaps. i-Swap itself is an advanced electronic trading platform that offers Dealer-to-Dealer and Dealer-to-Client trading. As a regulated entity, it functions as an MTF in the EU and the UK, and as a Swap Execution Facility in the EUR and USD markets, providing numerous features for liquidity, execution, and transparency.

    iCap Fusion Plugins for Excel

    Real-Time Data Updates

    The Fusion Excel Plugin offers a dynamic feature that allows users to receive real-time updates from Fusion directly within Excel. This keeps the data fresh and current without the need for manual refreshes or re-imports.

    Installation Requirement for Data Export

    For users who wish to export data to Excel, installing the Fusion Excel Plugin is a prerequisite. This ensures a seamless integration and the ability to transfer data efficiently from Fusion to Excel.

    Compatibility and Requirements

    The Fusion Excel Plugin is designed to operate exclusively on the Windows platform and is compatible with Excel versions from 2010 to 2016. It supports both 32 and 64 bit versions of Excel, providing versatility for users with different system configurations. Additionally, the plugin requires JavaScript to be enabled to function correctly.

    Common Use Cases

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      Sourcetable Integration
      Real-time trading data analysis
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      Sourcetable Integration
      Automated trading strategy back-testing
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      Sourcetable Integration
      Dynamic financial modeling and forecasting
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      Sourcetable Integration
      Portfolio management and optimization
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      Sourcetable Integration
      Customized reporting and data visualization



    Frequently Asked Questions

    What are the system requirements for installing the iCap Fusion plugin for Excel?

    The iCap Fusion plugin for Excel works with Microsoft Excel 2010 and later versions and is available for both 32-bit and 64-bit systems. It also requires JavaScript to be enabled to function.

    How do I know if the iCap Fusion plugin is properly installed in Excel?

    Once the iCap Fusion plugin is installed, Excel will display a new tab titled 'FusionXL'.

    What should I do if the iCap Fusion plugin does not appear in Excel?

    If the plugin does not appear, check if the FusionXL.xlam file is placed in the XLSTART directory or the AddIns folder, depending on the method you used to enable the plugin. Also, ensure that macros are not disabled as this can prevent the plugin from loading.

    How can I connect the iCap Fusion plugin to a Fusion Registry?

    A connection to a Fusion Registry is set up through the 'Setup Connections' button in the FusionXL tab, where you can enter up to five distinct URLs for Fusion Registry instances.

    Can I use the iCap Fusion plugin to modify structures in a Fusion Registry?

    Yes, users with the correct credentials can log in to a Registry through the FusionXL tab to modify structures.

    Conclusion

    The iCap Fusion Excel Plugin is an essential tool for extending the capabilities of Fusion into the familiar environment of Excel, allowing for seamless real-time updates and data management. Compatible with Excel versions 2010 to 2016 and both 32 and 64-bit systems, the plugin is designed to meet the needs of diverse users. Installation is straightforward, but it does require JavaScript to be enabled. While the plugin provides a robust solution for data export, consider using Sourcetable to import your data directly into a spreadsheet as a more efficient alternative. Sign up for Sourcetable today and take the first step towards streamlined data management without the need for additional plugins.

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