AIT 20/20

Designed for financial professionals and analysts, this add-in bridges the gap between the Alpha InvestTech (AIT) platform and Microsoft Excel. Pull complex financial data, visualize trends without ever leaving your spreadsheet.

Key Features:

* Automated Report Generation: Quickly create structured Excel Tables and dynamic Pivot Tables for Balance Sheets and other critical financial statements.

* Advanced Visualizations: Generate professional-grade Line, Bar, Column, Pie, and Time Series charts directly from your AIT data with automatic unit scaling.

* Native Excel Experience: Built using Microsoft’s Fluent UI (v9), the interface provides a seamless and intuitive experience that feels like a native part of Excel.

* One-Click Refresh: Eliminate manual data entry. Keep your reports up-to-date with live data using the "Refresh" and "Refresh All" features.

* Dynamic Configurations: Use the powerful taskpane to customize report parameters, date ranges, grouping, and data fields on the fly.

* Secure SSO Integration: Industry-standard Single Sign-On (SSO) ensures your sensitive financial data remains secure and accessible only to authorized users.

Why Choose Alpha InvestTech?

Alpha InvestTech provides cutting-edge financial reporting solutions that transform raw data into actionable insights. By integrating directly with Excel, we enable you to leverage the full power of spreadsheet modeling with the reliability of our cloud-based financial platform.

Prerequisites:

* A valid Alpha InvestTech account is required.

* Compatible with Excel for Microsoft 365, Excel 2021 or later (Windows, Mac, and Web).