Things to automate in IB

What are things you can automate in IB? I know my firm has a template that you type in tickers in excel and it makes a stock chart, what other things have your firms done?

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Comments (32)

  • Analyst 1 in IB-M&A
Mar 5, 2021 - 9:14am

My firm has a device where you can talk to people who are far away from you. You need to have a specific number to reach a specific person and they also need one of these devices. So quite a complicated system but much more efficient than sending a telegram.

  • Incoming Analyst in IB - Ind
Mar 5, 2021 - 9:56am

Analyst 1 in IB - Ind

my firm has a template that you type in tickers in excel and it makes a stock chart

IB really is a dying industry

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  • Analyst 1 in IB - Ind
Mar 5, 2021 - 10:38am

Nah we have that, but we have excel for a chart for any multiple that you can group tickers together. For example TWTr, FB and call it Social Media or whatever 

Mar 6, 2021 - 4:38pm

In VC we don't have any software that automatically highlights changes in a data room. Data room is auto-synced with the company/us, but the details why/which files were updated are not clear.

there are normally up to 20 folders and several hundred files in total.

maybe there is a software add-on we don't have installed or we don't pay for? who knows.

Mar 6, 2021 - 5:43pm

We built Grabsheet (grabsheet (dot) com), where you can screenshot a table (or you can upload up to 50 at once!) and convert just that into Excel while you work on other things. You can save yourself from the data entry, and focus on setting up your spreadsheet or anything else. Grabsheet is secure, unlike some of the other free PDF converters, in that we give users control over how their data is used; we never collect data that you do not want us to.

  • Analyst 1 in IB - Ind
Mar 6, 2021 - 7:14pm

Why not just use the alt key and copy and paste?

Mar 7, 2021 - 10:20pm

Why the MS on this lol. Yeah they're promoting their product but at least they're not hiding it like we've seen on here in the past

  • Analyst 1 in IB - Ind
Mar 8, 2021 - 12:13am

Got a tool that renames CIP PDFs in a folder to make a vbuyer for each buyer. Have another tool that will pdf and protect each cip based off of the name of the cip. Can do 150 cips in 10 minutes rather than take a few hours... don't tell my VP.

  • Associate 1 in IB - Ind
Mar 10, 2021 - 11:48pm

you can automate the emails of "where are we with the model? footnote alignment looks off. pls fix." from your superiors

Mar 11, 2021 - 2:57am

Have heard some banks are exploring the use of automation software such as UiPath for certain time-intensive analyst processes such as industry news pulls / file naming and duplication for broadly marketed process materials (teaser, NDA,CIM). The concept of automating mundane and onerous tasks is certainly becoming more on the radar for management organizations as the technology becomes available.

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