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Buy Stocks Straight From Your Excel Sheet Using MarketXLS!

Written by Param Shah
Sun Feb 06 2022
Buy Stocks Straight From Your Excel Sheet Using MarketXLS!
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Buy Stocks Straight From Your Excel Sheet Using MarketXLS!

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

Buy Stocks From Excel
Step 4 – Press ok and you will see a link has been generated.

Image explaining tradier and marketxls
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

Buy Stocks From Excel
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 barBuy Stocks From Excel
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)

Buy Stocks From Excel

Step 4 – Press ok and you will see a link has been generated.

Buy Stocks From Excel
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!

 

 

 

 

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Ankur Mohan MarketXLS
I am so happy you are here. My name is Ankur and I am the founder/CEO of MarketXLS. Over the past four years, I have helped more than 2500 customers to implement their own investment research strategies and monitoring systems in Excel.
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