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Connect Excel to Your Online Broker

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

-- Carl Eubanks, MD

API enabled Excel spreadsheets

End-to-End Investment Research Excel Solution

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TD Ameritrade

Links:

Setup Instructions

Spreadsheet Code

Setup Video

TDA Excel Troubleshooting

Charles Schwab Logo

Charles Schwab

Links:

Setup Instructions

Setup Video

Spreadsheet Code

Schwab Excel Troubleshooting

MarketXLS Logo

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)

Use Coupon Code: WATTCO for 10% additional discount!

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.

WattCo, LLC
220 Saint Michael Street
Mobile, AL 36602

Support
Consulting
Custom Trading Systems

Click here to request an estimate for a custom project

Contact: info (at) wattcollc.com