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Connect Excel to Your Online Broker

API enabled Excel spreadsheets

Using your spreadsheet is so much easier than using the trading web portal!

-- Carl Eubanks, MD

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TD Ameritrade

Links:

Setup Instructions

Spreadsheet Code

Setup Video

TDA Excel Troubleshooting

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Charles Schwab

Links:

Setup Instructions

Setup Video

Spreadsheet Code

Schwab Excel Troubleshooting

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)

WattCo, LLC
220 Saint Michael Street
Mobile, AL 36602

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Contact: info (at) wattcollc.com