Excel Plug-in¶

The Quantamatics platform includes a purpose-built Excel plug-in for accessing and using fundamental and alternative data sets directly in Excel.

Prerequisites¶

These are the prerequisites for installing and using the plug-in:

Windows version 7 operating system or higher. (Windows version 10 or higher is recommended)
Office Excel (desktop) application version 2013 or higher

Please note the plug-in is not compatible with Mac (Apple) operating system or versions of Microsoft Office installed from the Microsoft Store.

Download and Install¶

If you experience any issues signing in to the Quantamatics application or installing the plug-in, please contact our support team at support@quantamatics.com.

To download and install the plug-in:

Close all open instances of the Excel desktop application
Navigate to the Quantamatics application and sign in
Click Get Excel Plug-in in the left navigation menu to download the plug-in
Click to open the Setup.exe file that was downloaded and complete the installation

Plug-in Updates¶

Updates to the plug-in occur on a regular basis, to provide enhancements and apply fixes. These updates are triggered when Excel is opened, similar to other plug-ins, and an update dialog appears momentarily.