MarketXLS & ThinkorSwim Integration Walkthrough
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
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)
- Make sure the Think or Swim platform is fully installed (not a web-based version)
https://www.tdameritrade.com/tools-and-platforms/thinkorswim/desktop/download.html
- Open the Think or Swim platform and keep it running.
- Open Excel and start using MarketXLS. Functions are pre-loaded. You can find the full list of Think or Swim functions here.
- Type =tos in a cell and the functions list will load
I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.