How to link Charles Schwab position window with Excel for Live formula calculation updates ? This is a simple question and i believe doesn't any programming language , just excel extract data from columns in my position window and when criteria meet in excel, then excel show that cell in green, blue , orange ....etc It is not required excel to trigger orders execution into my platform, i can do that manually. i believe i need an 3rd party add-on and it must exist. also I need to know how to do this in simple steps. I have account with Schwab using Street smart edge, but it can be Tradestation, TD Ameritrade or any other brokerage with any software. Thank you
www.marketxls.com www.deriscope.com www.barchart.com Interactive brokers api has a sample excel spreadsheet which you can modify to get live data into excel.
The current version of Excel 365 has a stock data type which allows you to insert ticker symbols into the spreadsheet and the stock info you include (price, volume, etc.) will update automatically. Also the TD Thinkorswim platform supports realtime data (RTD) where you can insert an RTD call in Excel and the data will update in realtime. The format is: =RTD("tos.rtd",,"LAST","AAPL")
Good to know TD has this feature, but unfortunately TD doesn't open account in my country, i have to wait until both schwab and TD fully integrate as one business