How to Pull a Forward Curve Directly into Excel

🧩 Step 1: Install the BlueGamma Excel Add-In

• Visit the Microsoft AppSource Store

• Click Get It Now and follow the prompts to install the add-in in Excel

🔐 Step 2: Activate Your BlueGamma Account

• Email us at [email protected] to activate your trial

• Once activated:

  • Open Excel

  • Navigate to the BlueGamma tab in the toolbar

🔑 Step 3: Log In

• Click Sign In under the BlueGamma tab and enter your account credentials

• If you don’t have an account, contact us for setup

📉 Step 4: Use the =BlueGamma.FORWARD_RATE Function

• Use this function to pull forward rate data directly into a spreadsheet cell:

Formula Format

=BlueGamma.FORWARD_RATE(index, start_date, end_date)

Example:

=BlueGamma.FORWARD_RATE("SOFR", "2025-09-30", "2025-12-31")

🧪 Example Usage in Financial Models

Want to create a dynamic forward curve table? Use Excel's autofill feature to extend the formula across rows for different dates.

Example Table:

=BlueGamma.FORWARD_RATE("SOFR", B1, C1)

You can list a series of start and end dates across columns B and C, then drag the formula in column D to apply it across the range.

🤝 Need Help?

We’re here to support you!

• Contact us via chat or email [email protected]

• Check out our YouTube Tutorial for a video walkthrough

📥 Download the BlueGamma Excel Add-In today and simplify your financial modeling workflows!

🧪 Example: Build a Dynamic Forward Curve Table