Connect Excel to Your Online Broker

API enabled Excel spreadsheets

End-to-End Investment Research Excel Solution

TD Ameritrade

Links:

Setup Instructions

Spreadsheet Code

Setup Video

TDA Excel Troubleshooting

Charles Schwab

Links:

Setup Instructions

Setup Video

Spreadsheet Code

Schwab Excel Troubleshooting

MarketXLS

Links:

Functions

Templates

Pricing

Book Demo

Purchase Advanced TD Ameritrade API Excel Spreadsheet (includes source code) ($50.00)

The same fully-functional Excel Spreadsheet seen in the YouTube video PLUS additional features and source code.

• Place real-time market orders for Stocks and ETFs
• Place real-time limit orders for Stocks and ETFs
• Place real-time three-part orders for Stocks and ETFs (Market or Limit plus Sell price and Stop Loss)
• Check order status and cancel pending orders
• Manage a portfolio of up to 500 Stocks and ETFs
• Works with Think or Swim platform as well as TDA Trading Website
• Customize to fit your needs
• Upgrades for fixes / new features

Watch Demo

Purchase Advanced Schwab API Excel Spreadsheet (includes source code) ($50.00)

The same fully-functional Excel Spreadsheet seen in the YouTube video PLUS source code.

• Place real-time market orders for Stocks and ETFs
• Place real-time limit orders for Stocks and ETFs
• Place real-time three-part orders for Stocks and ETFs (Market or Limit plus Sell price and Stop Loss)
• Check order status and cancel pending orders
• Manage a portfolio of up to 500 Stocks and ETFs
• Customize to fit your needs
• Upgrades for fixes / new features

Video for Trading with Multiple Accounts

Purchase Advanced Schwab API Excel Spreadsheet for Trading Multiple Accounts (includes source code) ($75.00)

Video for Swing Tading with Multiple Accounts using AI

Purchase Advanced Schwab API Excel Spreadsheet for Trading Multiple Accounts with AI (includes source code) ($100.00)

MarketXLS Bundle

Get MarketXLS plus a complementary WattCo TD Ameritrade or Schwab Advanced API Excel Spreadsheet.

Purchase MarketXLS ($1,240.00/Year)

Complete market research and trading solution with live data and trading capabilities.

• Access to 500+ custom Excel functions for financial analysis
• Ideal for option traders
• Live market data directly in your spreadsheet
• Advanced stock screening and filtering
• Portfolio tracking and performance analysis
• Fundamental and technical indicators
• Seamless integration with broker trading
• Place trades directly from your research spreadsheet
• Regular updates and new features
• Includes a complementary broker-compatible spreadsheet

MarketXLS Tutorials

The perfect combination of market research and trading capabilities in Excel.