This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

Entries in VBA (1)


Axys Price and Index Update via Bloomberg and Excel Automation

We have created Excel worksheets to automate data pulls as needed from Bloomberg, and make calls to Axys from Excel VBA to post that information into Axys.