Bring Kynex analytics into the workflows your teams already use
Excel remains central to how many capital markets teams analyze convertible bonds — from new issue structuring and deal analysis to portfolio monitoring, scenario testing, risk review, and reporting.
The Kynex Excel Add-In helps users bring trusted Kynex analytics into that familiar environment. As an extension of Kynex Portfolio and Single Name API workflows, the add-in enables users to retrieve analytics in Excel, build custom templates, run scenario analysis, and combine Kynex outputs with external inputs such as volatility or credit spread data.
The result is a more flexible spreadsheet workflow that stays aligned with centralized Kynex models and data.
Built for two core convertible bond workflows
The Kynex Excel Add-In supports two distinct user groups: issuance and ECM teams focused on new issue analysis, and trading, portfolio, and risk teams focused on monitoring, scenarios, reporting, and decision support.
For issuance and ECM teams
Support new issue pricing, structure testing, and issuer conversations directly in Excel.
For investment banking, equity-linked origination, and ECM teams, the Kynex Excel Add-In helps bring convertible bond analytics into the Excel-based pitch and analysis workflows already used for issuer discussions and internal review.
Use the add-in to:
• Evaluate hypothetical convertible bond structures
• Compare deal terms across issuer scenarios
• Adjust assumptions such as coupon, maturity, conversion premium, volatility, and credit spreads
• Support new issue pricing and structure testing
• Build repeatable Excel templates for pitch books and internal review
• Strengthen issuer conversations with analytics-backed outputs
For trading, portfolio, and risk teams
Extend API-powered convertible analytics into Excel for day-to-day analysis, monitoring, and reporting.
For traders, portfolio teams, and risk managers, the Kynex Excel Add-In provides a familiar way to access Kynex analytics directly within spreadsheet workflows while keeping analysis aligned with centralized Kynex models and data.
Use the add-in to:
• Run scenario analysis with user-defined inputs
• Monitor convertible bond positions and exposures
• Build custom spreadsheets for specialized analysis
• Support stress testing, reporting, and one-off analysis
• Combine Kynex outputs with external market data
• Reduce manual exports and spreadsheet rework
Powered by Kynex analytics
Kynex is a market-standard platform for convertible bond analytics, combining advanced modeling, data, and workflow tools for convertible bond market participants.
The Excel Add-In extends that analytics foundation into Excel, helping teams work more flexibly while maintaining consistency with centralized Kynex models and data.
Frequently asked questions
Is the Kynex Excel Add-In a standalone product?
No. The Kynex Excel Add-In is available for Kynex Portfolio clients with Single Name API. It is designed to extend existing Kynex workflows into Excel.
Who is the add-in designed for?
The add-in is designed for two primary audiences: issuance and ECM teams working on convertible bond structuring and new issue analysis, and traders, portfolio managers, and risk managers using Excel for scenario analysis, monitoring, reporting, and one-off analysis.
What can users do in Excel?
Users can access Kynex convertible bond analytics, run scenario analysis, build custom spreadsheets, combine Kynex outputs with external market data, and support workflow-specific analysis directly within Excel.
Does the add-in replace Kynex Portfolio or Single Name API?
No. The add-in extends Kynex Portfolio and Single Name API workflows. It does not replace the underlying Kynex platform or API-enabled workflow.
How do I request access?
Contact your Numerix representative to confirm eligibility, request access, or schedule a walkthrough.