User Guide¶

Welcome to the CalcBridge User Guide. This comprehensive guide covers everything you need to know to effectively use CalcBridge for your financial calculations, workbook management, and CLO analytics workflows.

What is CalcBridge?¶

CalcBridge is an enterprise-grade multi-tenant platform that brings Excel calculations to the cloud. It enables CLO managers, portfolio analysts, and compliance teams to:

• Upload and manage Excel workbooks with automatic formula parsing
• Run calculations using a cloud-native formula engine with 50+ Excel functions
• Test compliance against configurable thresholds with complete audit trails
• Simulate trades with what-if scenarios before execution
• Generate reports for trustees, regulators, and internal stakeholders

Feature Overview¶

Core Features¶

Integration Points¶

CalcBridge integrates seamlessly with your existing workflows:

• Excel Import/Export - Upload XLSX, XLS, and XLSM files directly
• REST API - Programmatic access to all platform features
• Webhooks - Real-time notifications to your systems
• Single Sign-On - Enterprise SSO support (SAML, OAuth 2.0)

Navigation Guide¶

Main Menu¶

The main navigation menu provides access to all major sections:

+-- Dashboard          (Portfolio overview and quick actions)
+-- Workbooks          (Manage uploaded Excel files)
+-- Compliance         (Test suites and compliance testing)
+-- Scenarios          (What-if trade simulation)
+-- Reports            (Generate and view reports)
+-- Mappings           (Column mapping configuration)
+-- Settings           (User preferences and administration)

Contextual Actions¶

Each section provides contextual actions in the toolbar:

User Roles and Permissions¶

CalcBridge supports role-based access control to ensure users can only access features appropriate to their responsibilities.

Available Roles¶

Permission Matrix¶

Keyboard Shortcuts¶

CalcBridge supports keyboard shortcuts for power users. See the Keyboard Shortcuts Reference for the complete list.

Quick Reference¶

Getting Help¶

In-App Help¶

• Click the ? icon in the top-right corner for contextual help
• Use the command palette (Ctrl+K) to search for actions and documentation
• Hover over icons and labels for tooltips

External Resources¶

Sections in This Guide¶

Best Practices¶

Organization Tips¶

1. Use descriptive workbook names - Include date, deal name, and purpose (e.g., "ABC CLO 2024 - Q1 Trustee Report")
2. Tag workbooks consistently - Use tags for easy filtering and grouping
3. Archive old versions - Keep historical workbooks for audit purposes
4. Document formulas - Add comments to complex formulas for maintainability

Performance Tips¶

1. Limit cross-sheet references - Minimize dependencies between sheets for faster calculations
2. Use named ranges - Improves readability and calculation performance
3. Avoid circular references - CalcBridge detects but cannot resolve circular dependencies
4. Keep file sizes reasonable - Files under 20MB process significantly faster

Security Tips¶

1. Use strong passwords - Follow your organization's password policy
2. Enable MFA - Multi-factor authentication protects your account
3. Review API keys regularly - Rotate keys and revoke unused ones
4. Limit sharing - Share workbooks only with users who need access