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    Your Portfolio, Inside Excel

    Use portfolio, exposure and indicator formulas in Excel. Import a selected holdings range.

    Connect Excel to Market Ontology Desk with the Office add-in. Keep your book in context.

    What you see in Market Ontology

    The live product, read-only. Your own work opens here after checkout.

    Excel Integration screen in Market Ontology
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    Start the job

    What opens after checkout

    Paired Excel add-in, verified formula response or confirmed import, built from the details above and saved to your account in Integrations.

    You get
    Paired Excel add-in, verified formula response or confirmed import
    Opens in
    Integrations
    Built from
    Formula or selected holdings range
    Orders
    None; nothing is sent on your behalf