by QMatix

Delivering the Stock Market to Excel

Multiple Data Sources / Multiple Output Solutions

With one data engine, XLQ allows you to work with data from multiple sources simultaneously in different programs e.g. Microsoft Excel, xlqCompanion, directly in the windows taskbar, via most programming languages or programs supporting a COM.

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Easy to Use

If you know how to use excel, you already know how to start using xlq. XLQ connects automatically with excel. To start retrieving up to date data in your existing workbook, simply type =xlqPrice("msft") in a cell. Sample spreadsheets are also included.

Excel Cell

Diverse

XLQ allows you to work with market data as you want. No pre-conceived idea or program limitations.
You may mix and match streaming real-time tick data, real-time or delayed snapshots, Intraday (tick or x minute series), Historic (day, week and month) data or detailed financial and fundamental data along with your own calculations.

Diversity

Easy to Try

Just download and start using it. The trial will function with no limitations for 45 days giving plenty of time to explore its usefulness and probably help improve your existing solutions.

Download

A Real Time Saver

XLQ allows you to work with market data in the way you want. No interface or program design restrictions. Create your own layout or easily modify any existing spreadsheets to have them always updated and up to date, even in real-time.

Built for Everyone

XLQ is used by the individual investor for basic portfolio management or following of trailing stops. By financial advisors, journalists, newsletter editors, financial institutions and professional traders in many different markets around the world. It is used for investment tracking, financial analysis, decision making, risk assessment, back-testing, and as the core of trading systems.

Free Direct Support

XLQ has been constantly developed and improved since 2000, making it a stable, reliable and time-tested solution. But if you have a problem, a question or a wanted feature, support via email is direct with the programmer.

45 Day Trial Period

Not sure if xlq is for you, or will cover your needs? Just download and try it. You may install and use a fully functional version of xlqPlus, no limits, no nag screens, no timeouts, for 45 days before deciding if you wish to purchase.

Want to try XLQ free for 45 days? Download a trial now

User Comments

Wow, you did a lot of work on this version. New interface and other things as well. I must give you credit for being the most responsive software engineer that I've ever encountered. Every question that I've sent you over the many years (since 2003!!!) has been answered quickly and professionally. I just wanted to let you know that it is appreciated.

- M.N.

User Comments

I have to say Leo that the last two versions have made some tremendous improvements to what has been for years an outstanding application. Thank you for your continued efforts.

- C.A.

User Comments

Thank you, Leo. The new Companion is not only fixed but it is gorgeous, much easier to read (not to mention the new features). Best regards from a delighted customer

- T.T.

User Comments

Just to let you know that, the new version works much better & faster than the older one. I like it a lot, fantastic job you did!!!

- R.S.

User Comments

Many thanks indeed for your clear and very rapid reply. I am not used to this type of quality service - I thought it went out of fashion years ago !!

- P.G.

User Comments

In only 40 some days XLQ has helped me with a number of research projects I couldn't possibly have done without it and I'm now using it to help manage and track current trades and to alert me to potential new trades.

- D.P.

User Comments

I just wanted to take a moment and thank you for creating XLQ. I use it regularly for scanning/monitoring securities in Excel 2007.  I have programmed in trailing stops for securities I own and numerous techniques using indicators for securities on my watch list. The combination of Excel 2007 and XLQ has opened up nearly an unlimited capability that is only constrained by my imagination.

- E.H.

User Comments

Thank you for the amazing package -- I use it daily and it's ridiculously useful! Others (.....) have added some of the features you have, but none of them even comes close to matching what you've built.

- R.B.

User Comments

Your product is fantastic, amazing, and really strong. It has real enabling capability. Thank you for putting this into the market!

- R.G.

User Comments

You have an exceptional customer service, you have always answered my questions, I thank you for that, made it really easy to use this software, will be your long term customer. Thanks.

- A.D.

User Comments

By the way your program is excellent. Over the years I have built quite an extensive stock management program using vba and excel. It pulled data from several different financial databases and the web in addition to performing complex computations to generate buy sell hold signals. When I found your xlq program it eliminated 95% of the programming I had to do and significantly enhanced my analysis capability. I now rely on xlq almost exclusively. I can't thank you enough for your work on xlq and wish all the best to you.

- D.B.

User Comments

I was halfway resigned to have to program something like this myself. Only it would have taken me forever, and I couldn't have done it half as well. Thanks!

- M.S.

User Comments

I also want to thank you for making the XLQ program. It is something that is very useful and incredible helpful. Like it was made for my needs.

- J.T.

User Comments

I have already modified your demo sheet to fit my needs.  Your program allows me to turn my excel spreadsheet into a total information center that updates automatically. It's elegant.

- W.H.

User Comments

First, I want to say that your program is probably the finest piece of work I have ever seen. The depth is simply amazing. Congratulations and thanks.

- D.B.

User Comments

Leo as you know I have been using XLQ since you published your first version. Having never said much other than suggestions which many you have included but I think it is time I told you and the community what an incredible time saving product XLQ has been. I use it almost daily to prepare fundamental data models. It will pay for itself the first time anyone uses it. I think you have created a very valuable tool and that the investment community both individual and professional should own and use XLQ. Keep up the great work

- N.F.

User Comments

Thanx, Leo.  You're a great sport.  By the way, partially because of the application of xlq in my screen, I have passed 30% up in the market this year!!!!

- B.H.

User Comments

I want to thank you for such a wonderful and useful product. I was able to comfortably evaluate it within the 45 day trial period. Most software vendors only give you 30-day trials – sometimes that is not enough. Your 45-day trial period is about right and I thank you for it. I have always been skeptical about downloaded software and I was quite hesitant to pay the price, but now I honestly believe you have earned my respect. Not only is your product great – you are available to support it. I hope that in the future you will be able to add more functions. However, as it is – I have found your product very useful. I had dreamed about these data download possibilities several years back – you made it a reality. You deserve to be rewarded for having such a wonderful product and having the initiative to pioneer this badly needed service

- M.D.

User Comments

This is a wonderful product -- simple to use and just plain useful!

- C.B.

User Comments

I want to say you have created THE ULTIMATE data interface software for traders like me who prefer to use Excel for everything. Thanks a bunch.

- M.Y.

User Comments

I just wanted to say, that I very much like your xlq package. I have tried many similar products and this is by far the best I have come across. Simple, fuss-free setup, integrates well with Excel, and has its own stand alone interface to track your portfolio throughout the day. Since I am from Europe, and trade US, European and Japanese securities, the ability to use a variety of feeds simultaneously and transparently is particularly valuable to me.

- H.S.

User Comments

I really appreciate your quick responses. And your program is terrific. The Plus version adds a lot with it‘s AAII interface. I’ll definitely register it since in the last week it has become an indispensable part of my stock analysis.

- R.S.

User Comments

I congratulate you on a great product. I started using XLQplus last week and it works the way software should. I’ve been a programmer for 25 years (co-founder of ------) so I know a little about software. Unlike most software, XLQ just works; and works transparently without any set-up or fussing around. It has already saved me a couple of hours a day and allowed me to do additional analyses. Thanks for a great product at a great price.

- T.H.

User Comments

I found XLQ yesterday afternoon – and I am blown away by how useful it is. You really need to market this thing because it is AWESOME!!!

- D.B.

User Comments

Your explanation was very good. I understand now and find it very useful. If you always reply so quickly to questions, I will have to believe that you supply the best and fastest support of any software company.

- D.H.

User Comments

I have “dabbled” for several years creating many of the things you present in this great program. I first began using the “*.iqy” external query (update times horrendous), then Excel VBA and lately attempting to learn “C” or “C++” in order to have smoother, faster updates as well as a great appearing “front end”. Your program certainly is, by far, the leader and has the greater edge over any I have seen, or tried to accomplish. Thank you for such a great program.

- R.H.

User Comments

You are a very special person to reply so quickly and I want to thank you again. I enjoy your program. It gives me everything I need, and I know there is so much more functionality that I'm not even exploiting.

- F.D.

User Comments

I love your program. XLQ combined with the power of Excel brings limitless possibilities to manipulate data for better trading. I recommend it to everyone I know interested in trading.

- P.S.

User Comments

Thanks for such a great program. I have no programming experience and was trying to find a way to do just what you have done. Only you did much more. It’s fantastic and reasonably priced too!

- D.T.

User Comments

Thank you so much for your help and your phenomenal programming. XLQ is awesome.

- T.K.

User Comments

I use your XLQ product all the time. Some of the best money I've ever spent on software.

- L.S.

User Comments

First, a thank you for the excellent and useful adjunct to EXCEL. I seem to discover a new use every day – and I’m sure I haven’t even scratched the surface to utilize XLQ’s full potential. The new version is really great.

- W.H.

User Comments

First let me say that I feel XLQ is terrific. I really appreciate the versatility you have made possible with this package. I have set up a few worksheets and find it easy to learn and use with the aid of the included demo sheets. This application has the potential in my opinion to be unmatched in power, efficiency and productivity.

- C.A.

User Comments

Your software is on its way to becoming the only window that I need to the market’s numbers. With the ability to arrange thing EXACTLY the way I want them, and the use of conditional formatting to trigger alarms and display changes to suit my needs, I am gradually replacing all of the other market tools I’ve been using. I can’t be a more enthusiastic supporter of what you are doing. Thanks.

- W.G.

User Comments

I'm wowed by your software!! I used to enter data in my spreadsheet for two hours for each update, and therefore only did it once or twice a week. Now I do it with the close each day - in about 30 seconds!!! And I've added some data points to help with my analysis that I just could not manage to maintain before. Thanks again for a great program, a great deal, and great support!!!!!

- R.K.

User Comments

Your software is great. I'm hooked on the info I can generate for stock purchasing and selling using your program. In two weeks I've become an XLQ junkie.

- V.D.

User Comments

Please let me tell you how much I have come to depend on XLQ in a short period. This is a great product!! You have made my job significantly more streamlined, and my tasks simpler and more elegant. Many, many thanks!

- L.D.

User Comments

I have been evaluating XLQ for the past few weeks and am thoroughly impressed with the product. It is versatile, easy to use, accurate and very intuitive. It is a real bargain compared to competitive products plus it runs right from within Excel. Based on this I just entered my purchase order.

- M.M.

User Comments

I ADORE your program. It has really helped me to learn about how the markets work, and building my own system indicator by indicator is the best way to learn.

- B.K.

User Comments

Leo: count me as a satisfied customer. I gave it a good workout for a month, decided to buy it when it saved me 5 hours of administration the first week, and helped me do some studies I had been postponing for months due to slow data retrieval. Your product is smooth, fast and elegant with a very clean presentation. Well done!

- K.L.

User Comments

The more I work with XLQ, the more I like it. It is fast! And so rich... I like it so much I have decided to adopt it as my #1 tool for the long term.

- S.C.

User Comments

Thanks very much for writing XLQ - I like it very much as it gives me the opportunity to manipulate data as I want without a very steep learning curve.

- T.B.

User Comments

I just downloaded a trial of XLQ and have been "playing" with it for hours. I am so impressed. I wish I would have known about your program years ago.

- D.F.

User Comments

I just purchased your software and think it is the next best thing since the spreadsheet.

- R.D.

User Comments

Thanks for the best (and least complicated) investing software out there!!

- F.B.

User Comments

Your software is simply brilliant, for the last week that I have been trying it, I have been impressed no end.

- G.R.

User Comments

Thanks, Xlq is a great piece of software, its actually saving me a heap of time and time is the precious commodity in these hectic days.

- J.P.

User Comments

The XLQ interface with Excel is excellent. I have been waiting for this capability for years.

- H.A.

User Comments

Please accept my thanks for your wonderful product - it is a pleasure to use.

- D.L.

User Comments

Your software is just what I have needed. It provides me with the capability to customize data and construct charts which give me the views I like - not just what someone thinks I would like.

- D.E.

User Comments

Firstly, let me say that the philosophy and idea behind XLQ is exactly what I am looking for.

- S.P.

User Comments

The more I use XLQ the more I appreciate what can be done with it.

- S.M.

User Comments

Just like to say, excellent work. A potentially good bit of software for me.

- M.C.

User Comments

I love your product so far. ... Thank you for making such product available.

- A.T.

User Comments

Thanks for the Tip. You know, your program is really super.

- P.B.

User Comments

Great software! Simple, elegant, well-thought-out and fast.

- R.M.

User Comments

I am always finding new ways to use your program in my investment / speculative Market endeavors.

- S.S

User Comments

Thanks for such a wonderful product. It certainly does handle my most precious need which is to monitor the market realtime..

- W.B

User Comments

It is a pleasure doing business with such a responsive person who obviously understands the value of good customer service. I have just registered and intend to make good use of this program.

- E.D.

User Comments

Your fast and thorough answer is more than what I expected. Your service is awesome and your product is very stable. Keep up with your good work. Sincerely appreciated :)

- V.P.

User Comments

Just a note to let you know that I really like you software. It's a wonderful interface that has been of great utility to me.

- J.B.

Core Features and Benefits!

  • Supports Microsoft Excel 2000 to 2013 (Windows XP to 8.1).
  • Available in 2 versions, xlqLite and xlqPlus (32 and 64 bit).
  • Over 300 different formulae.
  • Work with multiple data sources simultaneously (free and subscription).
  • Historic, Streaming, Real-time, Delayed and Intraday quotes.
  • Detailed fundamental data (xlq provides an excel and com interface to AAII's renowned Stock Investor Pro Database).
  • Covers worldwide stock, index, fund, options, futures and currency data.
  • Built in Trailing Stop calculations and alerts via xlqCompanion.
  • May be used through VBA to create custom formulae and analysis routines as well as via excel charts.

Data Sources

aaii stock investor pro

xlqPlus provides formulae allowing you to use all of AAII's Stock Investor pro data in excel and through xlq's COM interface, allowing for new levels of custom analysis.

Over 3000 data points for around 7000 companies covering quarterly and yearly historic P&L, balance sheet, and cash flow.

As well as valuations, estimates, growth, multiples and ratios of all sorts. (including for sector and industry.)

  • Create spreadsheets analyzing detailed financial data (sample aaiiDemo.xls provided)
  • Work with the data without knowing the symbol to find the investment that matches your requirements (sample aaiiMacro.xls provided)
  • Can work with up to 5 different databases simultaneously, allowing for numerous back testing possibilities.
Click here to visit AAII and find out more
google finance

Via xlq you can work with Google Finance download data covering real-time snapshots and historic data for a number of different markets around the world.

Click here to visit Google Finance
InteractiveBrokers

xlqPlus supports streaming real-time data as well as intraday backfill and historic data from Interactive Brokers for numerous markets and products around the world.

  • Interactive Brokers provides direct access trade execution and clearing services to individuals, advisors, institutions, and brokers at deep discount commissions.
  • Interactive Brokers premier technology allows customers to trade stocks, options, futures, forex, and bonds on over 50 markets worldwide from a single IB Universal account at best execution prices.
  • Interactive Brokers and its affiliates execute over 20% of US options trades, and IB Group was ranked by Institutional Investor as the 16th largest US securities firm with $2.1 billion in capital.
Click here to visit Interactive Brokers
IQFeed

xlqPlus supports streaming real-time data as well as intraday backfill and historic data from IQFeed

  • Millisecond Precision.
  • Streaming real-time data for US and Canadian Equities.
  • Real-time or Delayed Options and International Futures data.
  • Intraday backfill
  • Historic Day / Week and Month Data.
  • xlqPlus includes almost 50 additional formulae covering their detailed quote data.
  • At least 500 simultaneous streaming symbols with IQFeed, 1600 with DTN.IQ.

Possibility to request a trial of their service. Their $50 startup fee is waived for xlq users

You will also need to download their client software, which you can do from here

Click here to visit IQFeed
quote rotator small screenshot

xlqPlus supports streaming real-time data for US equities and options from TDAmeritrade.

  • Streaming real-time data for US Equities and Options (up to 600 simultaneous symbols).
  • Intraday backfill and historic data for US Equities.
  • Market Data is free for (non-professional) TDAmeritrade Account Holders. - No monthly data fees or maintenance costs.

(ThinkOrSwim account holders would need to open a standard TDA Account, as a ToS login does not connect to the correct platform.)

Click here to visit TDAmeritrade
scroll to top screenshot

Via xlq you can work with Yahoo Finance download data covering delayed snapshots and historic data for a number of different markets around the world.

Click here to visit Yahoo! Finance

Feature List

Base Functionality  xlqLite  xlqPlus
XLQ Data engine, including the stock manager and data views available by right-clicking the Q in the task bar.
COM interface. Use formulae from any program or programming language supporting COM.
xlqCompanion. A grid based portfolio or stock list manager.  
Formulae
Day formulae
Around 40 formulae covering basic historic price information such as price, bid, ask, size, volume, high, low, time, yield, price per earnings etc.
Day formulae (additional)
Over 70 extra formulae covering other information such as dividend amount, institutional %, beta, open interest, delta, gamma, vega, theta, rho, volatility, split date etc.
 
'xlqh' Historic Formulae (day, week and month)
Around 40 formulae covering basic market information such as open, close, low, high, volume, change (and %)
and additional calculated values based on preference settings such as SMA,EMA, MACD, True Range, DMI, ADX etc.
'xlqh' Historic Formulae (additional)
Around 50 pre-calculated formulae (based on preference settings) such as RSI, CCI, LSMA, Stochastics, Williams %R, Bollinger Bands, Kaufmann Er, PPO, PSAR, Force Index, Trix, Fractal Dimension, Connors RSI, Keltner Channels, Vortex Indicator etc.
 
'xlqxh' Historic Formulae
Same as 'xlqh' but allows for 'on the fly' calculations with intervals and options specified as parameters for unlimited calculation possibilities (around 70 formulae). Possible to calculate results on a series into the current trading day and last real-time price.
 
'xlqrh' / Historic Range Formulae
Returns calculation results based on start and end dates. e.g. highest close or date (or highest high, lowest low etc.), drawdown or drawup, rate of return, StdDev, mean etc.
 
Intraday Formulae
Like historic data, but on an X minute interval returning basic market information such as open, close, low, high, volume, change, or for tick data bid + size, ask + size, last price + size.
Backfill data is automatically requested from supported sources.
'xlqxi' Intraday Formulae (additional)
Like the xlqxh formulae, returns calculated results on an X minute interval for around 70 formulae.
 
xlqaaii formula
Returns results for over 3000 fields from the AAII Stock Investor Pro database (if installed).
Covering income statement, balance sheet and a lot of other financial and fundamental data for listed companies, as well as their sector and industry.
 
Supported Data Sources
Google Finance
Yahoo
Interactive Brokers  
IQFeed
TDAmeritrade  
AAII Stock Investor Pro  
Note: not all data-sources return the same information. Certain formulae would only return results depending on the source used.

LATEST NEWS:

June 2015

New Web Site

13 February 2015

XLQ 5.2a released

  • New xlqxh calculation process. Can reduce opening and refresh times of large workbooks by up to 70%.
  • Google is now supported as a day source.
  • TDAmeritrade data handling has been improved
  • And a lot more. >>

Current Offers

1 year of free upgrades included
Purchase xlqPlus for $149
Purchase xlqLite for $89

Join the XLQ Users forum
Click here to join xlqusers

Books

xlq has been recommended in the following:

Definitive Guide to Position Sizing

Van Tharp

Paul King