MarketXLS & ThinkorSwim Integration Walkthrough

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MarketXLS Team
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MarketXLS and ThinkorSwim Integration Walkthrough - data integration and Excel workflow with MarketXLS

**Introduction **Thinkorswim is an electronic trading platform by TD Ameritrade used to trade financial assets. It is suited for self-directed stock, options, and futures traders. TD Ameritrade provides services for self-directed option traders and institutional users who invest in equities, exchange-traded funds, futures, mutual funds, and bonds.

It offers clients a choice of platforms aimed at different levels of expertise, including its basic website, mobile apps, and Thinkorswim, which is designed for derivatives-focused active traders. The platform can be customized to your exact specifications, with tabs allowing easy access to your most-used features.** Think or Swim Walkthrough (For MarketXLS Users)**

MarketXLS now supports integration with major brokers in the market including ThinkorSwim. Here is how you can integrate MarketXLS with ThinkorSwim:

(Steps 1-2 are only necessary if the customer is not already running TOS)

  1. Make sure the Think or Swim platform is fully installed (not a web-based version)

  1. Open the Think or Swim platform and keep it running.

  2. Open Excel and start using MarketXLS. Functions are pre-loaded. You can find the full list of Think or Swim functions here.

  3. Type =tos in a cell and the functions list will load

Important Disclaimer

The information provided in this article is for educational and informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities. MarketXLS is a financial data platform and is not a registered investment advisor, broker-dealer, or financial planner. Always conduct your own research and consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results. Trading and investing involve substantial risk of loss.

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Ankur Mohan MarketXLS
Welcome! I'm Ankur, the founder and CEO of MarketXLS. With more than ten years of experience, I have assisted over 2,500 customers in developing personalized investment research strategies and monitoring systems using Excel.

I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
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