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Reference Documentation

This section provides comprehensive reference documentation for CalcBridge, including detailed function specifications, financial terminology, frequently asked questions, troubleshooting guides, and keyboard shortcuts.



Reference Categories

Excel Functions Reference

CalcBridge supports over 50 Excel-compatible functions organized by category:

Category Functions Description
Logical IF, IFS, IFERROR, AND, OR, NOT, SWITCH Conditional logic and boolean operations
Lookup VLOOKUP, HLOOKUP, XLOOKUP, INDEX, MATCH Data lookup and retrieval
Math SUM, SUMIF, SUMIFS, SUMPRODUCT, ABS, ROUND Mathematical calculations
Statistical COUNT, COUNTA, COUNTIF, AVERAGE, MIN, MAX Statistical analysis
Text CONCATENATE, LEFT, RIGHT, MID, LEN, TRIM Text manipulation
Date DATE, TODAY, YEAR, MONTH, DATEDIF, EDATE Date operations
Information ISBLANK, ISERROR, ISNA, ISNUMBER Cell information checks

View Complete Functions Reference


Financial Glossary

Essential terminology for CLO analytics and portfolio management:

Term Quick Definition
CLO Collateralized Loan Obligation
WAL Weighted Average Life
WAS Weighted Average Spread
OC Test Overcollateralization Test
IC Test Interest Coverage Test
WARF Weighted Average Rating Factor
Cushion Distance to compliance threshold

View Complete Glossary


Frequently Asked Questions

Common questions organized by topic:

Category Topics Covered
General What is CalcBridge, supported features, pricing
Account Registration, billing, user management
Data File formats, data security, retention
Technical API usage, integrations, performance
Troubleshooting Common issues and quick solutions

View FAQ


Troubleshooting Guide

Solutions for common issues:

Issue Category Common Problems
Upload File format errors, size limits, parsing failures
Calculation Formula errors, circular references, timeouts
Compliance Test failures, threshold configuration
API Authentication, rate limits, error codes
Performance Slow loading, timeout errors

View Troubleshooting Guide


Keyboard Shortcuts

Productivity shortcuts for power users:

Category Key Shortcuts
Navigation Move between sections and views
Actions Quick access to common operations
Editing Cell editing and formula entry
Commands Command palette and search

View Keyboard Shortcuts


Additional Resources

API Documentation

For programmatic access to CalcBridge:

Architecture Documentation

For technical deep-dives:

Role-Based Guides

For role-specific workflows:


Support

If you cannot find what you need in this reference documentation:

Resource Contact
Documentation Issues Submit feedback via the page footer
Technical Support support@calcbridge.io
Sales Inquiries sales@calcbridge.io
Security Issues security@calcbridge.io

CalcBridge Reference Documentation - Always up to date with the latest platform features.