Barra DataConnect

With Barra DataConnect, clients can automate the process of importing portfolio holdings and other asset data into BarraOne. In addition, clients are able to run report jobs, download them to a local hard drive or network, and even choose to distribute them via email. Data uploads, report jobs, and downloads can be scheduled to automatically occur at a time selected by the client.

BarraOne Developer's Toolkit

If a client requires direct programmatic access to BarraOne, then BarraOne Developer's Toolkit provides that capability. Using a web service API, BarraOne Developer's Toolkit allows IT programmers and developers to automate the batch interaction process with BarraOne. This can include programmatically uploading user assets, portfolios, portfolio trees and attributes, then generating batch reports, and finally downloading reports from the BarraOne site.

BarraOne Add-In for Microsoft Excel

Microsoft Excel is commonly employed for custom reporting, research, analysis, and various modeling and prototyping activities. BarraOne Add-In for Microsoft Excel provides an integrated way for clients  to leverage the capabilities of the BarraOne system within a flexible reporting tool that enables the aggregation of data from multiple key systems and data sources.

Specialized formulas enable clients to call data from BarraOne directly into their Microsoft Excel sheets using both portfolios they have previously loaded into BarraOne as well as ad-hoc portfolios defined directly within their Microsoft Excel workbook.   Clients can also access all of the data and analytics available in the BarraOne positions report directly from within Microsoft Excel.  The BarraOne Add-In focuses on supporting data from the positions report for both single points in time and time series analysis.

BarraOne Partner Link

BarraOne Partner Link is an automation capability that enables a data administrator, such as a Custodian, Prime Broker, or Hedge Fund administrator, to send their client firm’s data directly to BarraOne. Once the link for data is enabled, the data can flow to BarraOne.