What’s great about EDFs is they allow you to import, or input, custom values on a code-by-code basis, which can then be referenced throughout Optuma. This article will provide several examples of what you can do using EDFs.
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Optuma clients can download and open their own copy of the sector workbooks for the ASX and S&P500, which includes lists of the companies within each sector and example Page Layouts.
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Learn how to create watchlist columns to calculate quarterly performance statistics, and download a workbook example.
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If you have an existing workbook with lots of page tabs and you wish to convert it in to a Watchlist without having to manually type the symbols watch this video!
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Optuma clients can download and open constituent watchlists for a number of US and European indices.
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