MarketXLS & ThinkorSwim Integration Walkthrough

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)
   https://www.tdameritrade.com/tools-and-platforms/thinkorswim/desktop/download.html

2. Open the Think or Swim platform and keep it running.
3. Open Excel and start using MarketXLS. Functions are pre-loaded. You can find the full list of Think or Swim functions here.
4. Type =tos in a cell and the functions list will load