Buy Stocks Straight From Your Excel Sheet Using MarketXLS!
Meet The Ultimate Excel Solution for Investors
- Live Streaming Prices Prices in your Excel
- All historical (intraday) data in your Excel
- Real time option greeks and analytics in your Excel
- Leading data in Excel service for Investment Managers, RIAs, Asset Managers, Financial Analysts, and Individual Investors.
- Easy to use with formulas and pre-made sheets
MarketXLS provides the data of over 13,574 stocks, 3,119 ETF’s, 26,802 Mutual Funds, and over 9,600 unique cryptocurrency combinations straight to your Excel.
But We Haven’t Stopped,
MarketXLS Now Enables you To Buy Stocks Straight From Your Excel!
We thought that our customers should have the option to execute the trade from the excel sheet itself, where they use Marketxls to do all their stock market research and other financial research to arrive at a conclusion.
For this very reason, we are thrilled to announce that we have partnered with Tradier, to enable you to do exactly that.
Starting now, our users will be able to execute orders from your excel sheet itself!
So What Is Tradier?
Tradier is a broking software that enables easy stock market integration into various apps and services. It is changing the way brokerage services are delivered. Tradier is a technology-focused cloud provider that offers a wide range of services related to the stock market.
Tradier platform lets self-directed investors choose their own end-to-end trading experience, while at the same time, MarketXLS offers the flexibility of customizing your portfolios in Excel. As a result, investors can get an integrated investing and trading experience straight in their Excel.
How Do I Get Started?
Tradier add on enables two modes
Single Leg Tradier
Multi Leg Tradier
Both the modes are more or less the same with a couple of minor differences.
The Single-leg tradier mode as the name suggests allows you to place an order for a single stock/option (leg) at a time.
It also supports multiple arguments such as –
Trade type,Symbol,Quantity,OrderSide,OrderType,Duration,Symbol Option,Price,Trigger Price
The Multi-leg tradier mode on the other hand allows simultaneous execution of multiple stocks/options(legs) at a time seamlessly.
It supports multiple arguments like – order type, duration, price, order side, and multiple symbols at a time.
Let’s Dive Into The Steps To Use These Modes-
1. Single Leg Tradier –
Step 1 – go into a cell and type =TradeSingleLegTradier()
Step 2 – click the insert function button to the left of the formula bar
Step 3 – enter the arguments in the dialogue box
You can enter the following arguments –
Trade type,Symbol,Quantity,OrderSide,OrderType,Duration,Symbol Option,Price,Trigger Price
Step 4 – Press ok and you will see a link has been generated.
Step 5 – Click on that link which will redirect you to the tradier page
Step 6 – You can see that all your order details are prefilled, you can click preview to view the final order
Step 7 – Click submit to place the order.
You can click on this link to see a live explanation on Tradier – https://youtu.be/7SURtsxR7So
2. Multi Leg Tradier –
Step 1 – go into a cell and type =TradeMultiLegTradier()
Step 2 – click the insert function button to the left of the formula bar
Step 3 – enter the arguments in the dialogue box
You can enter the following arguments –
Order type, Duration, Price, Order side, and Multiple option symbols at a time.
Hints for each of the arguments will be displayed towards the bottom of the dialogue box.
(You can also select a single symbol if you so wish)
Step 4 – Press ok and you will see a link has been generated.
Step 5 – Click on that link which will redirect you to the tradier page
Step 6 – You can see that all your order details are prefilled, you can click preview to view the final order
Step 7 – Click submit to place the order.
You can click on this link to see a live explanation on Tradier – I want to watch!
To Summarise –
You can now easily execute a trade or multiple trades from your excel sheet itself using the tradier add-on provided by MarketXLS.
The Tradier add-on is available to all MarketXLS customers as a $10/month add-on to the existing plan. The $ 10-month add-on allows unlimited options trading via Tradier every month.
Visit Our Website To Get Started – https://marketxls.com/pricing
Happy Trading!
I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.