Fitch Connect Excel Add-In 3.1

Fitch Connect Excel Add-In

The Fitch Connect Excel Add-In lets you bring Fitch Connect’s trusted data directly into Microsoft Excel, so you can build refreshable models, dashboards, and time-series analyses without manual downloads. Pull credit ratings, bank and corporate financials, macroeconomic indicators, and country and industry risk data straight into your spreadsheets, then refresh them with the latest updates in a click.

Key features:

• Direct, secure connection to your Fitch Connect subscription
• Quick search and browse to find entities, indicators, and geographies
• Insert refreshable formulas and tables; refresh all data across a workbook
• Support for time series and point-in-time values with configurable units, currency, and frequency
• Pre-built templates for common analyses (e.g., peer comparisons, ratio sets)
• Transparent sourcing with links back to Fitch Connect pages
• Bulk workflows for lists, portfolios, and screening
• Entitlement-aware access aligned to your organization’s subscription

Benefits:

• Save time by eliminating manual exports and copy-paste
• Reduce errors with consistent, centrally sourced data
• Keep models current with on-demand refreshes
• Standardize analyses across teams and portfolios

Requirements:

• Microsoft Excel for Windows (2016 or later) or Microsoft 365
• Active Fitch Connect subscription and login credentials
• Internet connection (enterprise proxy environments typically supported)

Note: Features and dataset availability depend on your Fitch Connect entitlements. Contact your account representative or support team for access and installation details.

Fitch Connect Excel Add-In is developed by Fitch Solutions. The most popular versions of this product among our users are: 2.0, 2.4, 2.5, 3.0 and 3.1.