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Overview

The finbar Excel plugin integrates with your Excel environment to provide a range of tools to help you with your research and analysis, directly in your spreadsheet.

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Installation

You will need to contact your IT department to have the plugin deployed onto your environment. There is currently no public version available - contact your finbar representative for assistance.

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Logging in

Click “Account” in the top left of the taskpane to log in to your finbar account. If this is your first time logging in, you will need to log in via https://app.finbar.com first.
Reload the taskpane to after logging in.

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Basics

Type an organization name or identifier into the search bar to search for relevant organizations. See Organizations in the web app documentation for more information.