Using company lists in Excel

With the add-in, you can either download in Excel the constituents of a list saved on the Infront Analytics web platform, or upload to the web a new list of companies from Excel.

Download list

To download the constituents of one or more lists in Excel:

1. Create a new Excel workbook.
2. Click the destination cell for the company table (upper-left corner).
3. Click Download List in the Infront ribbon or Download List of Companiesin the right-click menu.
4. Choose the type of list to download selecting the corresponding tab.
5. Click Download List.

Upload list

To create a new personal list by uploading its constituents from Excel:

1. In an Excel workbook, create a column with your companies defined by company name/ISIN code/ticker.
2. Select all corresponding cells.
3. Click Company Code Lookup > Quick lookup in the right-click menu to convert the company identifiers to Company Codes.
4. Click Upload List of Companies in the right-click menu.
5. Enter your New List Name.
6. Click OK.