Index

Work In Progress

This page has been added to simplify working with symbols from the different sources, and will include common and unique symbol format examples per source.

To make this page as useful as possible it will need to be expanded on based on your feedback. If it did not not help in finding the symbol you need, or would like a different symbol example for future reference send me an email and I will add the information..

Index Symbols

Description  Google  Yahoo  IB  IQFeed  TDA
Dow Jones Indexes
Dow Jones Industrial Average DJI:INDEXDJX N/A INDU[NYSE,IND,USD] INDU.X $DJI
Dow Jones 65 Composite DJC:INDEXDJX N/A COMP.X $DJC
Dow Jones 15 Utilities DJU:INDEXDJX N/A UTIL[NASDAQ,IND,USD] UTIL.X $DJU
Dow Jones 20 Transportation DJT:INDEXDJX N/A   TRAN.X $DJT
Nasdaq Indexes
Nasdaq Composite .IXIC:INDEXNASDAQ ^IXIC COMP[NASDAQ,IND,USD] COMPX.X $COMPX
Nasdaq 100 NDX:INDEXNASDAQ ^NDX NDX[NASDAQ,IND,USD] NDX.X $NDX.X
Nasdaq Computer IXCO:INDEXNASDAQ ^IXCO IXCO[NASDAQ,IND,USD] IXCO.X $IXCOX
S&P Indexes
S&P 500 SPX:INDEXCBOE ^GSPC SPX[CBOE,IND,USD] SPX.XO $SPX.X
S&P 100 OEX:INDEXCBOE ^SP100 OEX[CBOE,IND,USD] OEX.X $OEX.X
S&P 400 Midcap MID:INDEXNYSEGIS ^SP400 MID[PSE,IND,USD] MID.X $MID.X
Other
Volatility Index VIX:INDEXCBOE ^VIX VIX[CBOE,IND,USD] VIX.XO $VIX.X
Description  Google  Yahoo  IB  IQFeed  TDA

Option Symbols

Option data is available from:
InteractiveBrokers - streaming real-time, intraday backfill and historic data
IQFeed - Streaming real-time (or delayed), intraday backfill and historic data
TDAmeritrade - Streaming real-time only
Option data is not available from Google or Yahoo.

Each source has their own symbol format as follow:

Syntax  Details
InteractiveBrokers
SymbolYYMMDD(CorP)Price[SMART,OPT,USD] Symbol is 6 characters, if less filled wth spaces.
i.e. For UPS, 3 spaces after, for MSFT 2 spaces after etc.
e.g. UPS 151023c00098500[smart,opt,usd]
UPSxxx, 15 for 2015, 10 for October, 23 for day, C for Call, 00098500 = $98.5, i.e. last 3 digits are decimal.
e.g. MSFT 151218P00045000[smart,opt,usd] for MSFTxx 2015 December 18th Put $45
IQFeed
SymbolYYDD(option month code)Price For Month Codes, see table below
e.g. UPS1523J98.5
UPS,15 for 2015, 23 for day, J = October Call, $98.5
e.g. MSFT1518X45
MSFT, 2015, 18th, X = December Put, $45
TDAmeritrade
Symbol_MMDDYY(CorP)Price e.g. UPS_102315C98.5
UPS, _, 10 for October, 23 for day, 15 for 2015, C for Call, $98.5
e.g. MSFT_121815P45
MSFT, _, DeceomberOctober, 23rd, 2015, Put, $45

 

Option Month Codes
 
Calls    Puts
January A M
February B N
March C O
April D P
May E Q
June F R
July G S
August H T
September    I U
October J V
November K W
December L X

Google

Google's symbol format is Symbol:Exchange. For common symbols it is possible just to provide the symbol, but if there is a conflict or for non US symbol, indexes etc. it is best to provide the exchange.

Most symbols will return data, but not all. Options are not available

Examples:

Name  Symbol
Apple AAPL
or AAPL:NASDAQ
Berkshire Hathaway Common BRK.A
or BRK.A:NYSE
Onex Corporation, Toronto OCX:TSE
S & P 500 Index SPX:INDEXCBOE
FTSE 100 UKX:INDEXFTSE
Hang Seng Index HSI:INDEXHANGSENG
Danske Bank Copenhagen DANSKE:CPH
Haseko Corporation Tokyo 1808:TYO
EUR / USD (historic formulae only) EURUSD:CURRENCY
Matthew 25 (mutual fund) MXXVX:MUTF
More Index Symbols click to see section on index symbols

InteractiveBrokers

Given the sheer number of markets and products they support, their symbols are probably the most complicated, but as they all follow the same pattern, once you have one symbol you can work out the rest.

If you are subscribed for the real-time data from Interactive brokers you may work with the symbol via XLQ for day, intraday and historic data. All their symbols require information on the exchange, type and currency which is suffixed to the end of the symbol, and if not provided defaults to [smart,stk,usd] i.e. U.S. equity symbols.

When using SMART, the best pricing from a range of exchanges is returned, but it is also possible to return only the pricing info from a specific exchange e.g. NASDAQ, BATS, ISLAND etc.

The simplest way to find a symbol is to enter it into TWS, then right click the row and choose contract info / description. The screen shown will show the symbol, type and currency to use. If spaces are required in the symbol those are also shown but not always easy to determine the exact number.

The symbol for this E-mini future will be NQM5[globex,fut,usd], e.g. = xlqprice("NQM5[globex,fut,usd]","IB")

If you have entered a symbol into xlq and it does not work, right click the Q and choose View data / Status and look at the IB status views for any error message associated with the symbol for an explanation.

Examples:

Name  Symbol
Apple AAPL
or AAPL[SMART,STK,USD]
Berkshire Hathaway Common BRK A
or BRK A[SMART,STK,USD]
Onex Corporation, Toronto OCX[TSE,STK,CAD]
S & P 500 Index SPX[CBOE,IND,USD]
CAC40 PX1[MONEP,IND,EUR]
EUR / USD EUR.USD[IDEALPRO,CASH,USD]
AUD / JPY AUD.JPY[IDEALPRO,CASH,JPY]
Gold (London) XAUUSD[SMART,CMDTY,USD]
Gold Future (October 2015) FGFX OCT 15[DTB,FUT,USD]
Danske Bank Copenhagen DANSKE[CPH,STK,DKK]
Haseko Corporation Tokyo 1808[TSEJ,STK,JPY]
TRIN Nasdaq TRIN-NASD[NASDAQ,IND,USD]
Interest Rate Option on 10year US Treasury Note TNX[CBOE,IND,USD]
10year US Treasury Note December 2015 Future ZN   DEC 15[ECBOT,FUT,USD]
Note 5 char symbol for ECBOT so 3 spaces after ZN
S&P ASX 200 Australia SPI[SNFE,IND,AUD]
Light Sweet Crude Oil CL[NYMEX,IND,USD]
Light Sweet Crude Oil Jan 2016 Future CLF6[NYMEX,FUT,USD]
Light Sweet Crude Oil Jan 2016 Future option (Call $79.5) LOF6 C7950[NYMEX,FOP,USD]
E mini S&P 500 ES[GLOBEX,IND,USD]
E mini S&P 500 March 2016 Future ESH6[GLOBEX,FUT,USD]
E mini S&P 500 March 2016 Future option (Put 1955) SPH6 P1955[GLOBEX,FOP,USD]
TMX Group Bond Canada IBCID194156925[SMART,BOND,CAD]
More Index Symbols click to see section on index symbols
Option Symbols click to see section on option symbols

IQFeed

If you subscribe to IQFeed, the symbols available depend on your subscription, which can also be delayed or real-time depending on the exchange fees paid.

Real-time (or delayed) data, intraday and historic is available for US and Canadian equities, options, futures, indexes, forex and market statistics.

The simplest way to find a symbol is to use the resources they provide on their website, i.e.

Examples:

Name  Symbol
Apple AAPL
Berkshire Hathaway Common BRK.A
Onex Corporation, Toronto C.OCX
S & P 500 Index SPX.XO
EUR / USD EURUSD.FXCM
or EURUSD.COMP (TenFore)
TRIN NYSE TRIN.Z
Interest Rate Option on 10year US Treasury Note TNX.XO
Light Sweet Crude Oil Jan 2016 Future QCLF16
Light Sweet Crude Oil Jan 2016 Future option (Call $79.5) QCLF16C7950
E mini S&P 500 @ES#
E mini S&P 500 March 2016 Future @ESH16
E mini S&P 500 March 2016 Future option (Put 1955) @SPH16P195500
More Index Symbols click to see section on index symbols
Option Symbols click to see section on option symbols

TDAmeritrade

If you have an account with TDAmeritrade you can retrieve real-time, intraday and historic data for US equities and indexes, as well as real-time data (not historic) for US Options.

Symbols are straightforward, with some exceptions

Examples:

Name  Symbol
Apple AAPL
Berkshire Hathaway Common BRK.A
S & P 500 Index $SPX.X
Hillman Group Capital Trust HLM-
More Index Symbols click to see section on index symbols
Option Symbols click to see section on option symbols

Yahoo

Yahoo provide day and historic data for many exchanges around the world.

Most symbols will return data, but not all, e.g. Dow indexes will return historic but not last price.

Symbols all follow the same pattern, i.e. indexes start with ^, and symbols other than standard U.S. equities require a suffix e.g. for Canada .TO and .V, for Australia .AX etc.

Examples:

Name  Symbol
Apple AAPL
Berkshire Hathaway Common BRK-A
S & P 500 Index ^GSPC
CAC40 ^FCHI
Yamana Gold - Toronto YRI.TO
USD / CAD USDCAD=X
CAD / USD CADUSD=X
Telstra Australia TLS.AX
Volkswagen Germany VOW.DE
More Index Symbols click to see section on index symbols

LATEST NEWS:

21 September 2017

XLQ 5.8 released

  • Updated to support Yahoo's new split adjusted data
  • New Yahoo option to return dividend adjusted open, high, low, close
  • Yahoo day data now requested via SSL
  • Google - historic data for currencies and mutual funds now available
  • New OnBalanceVolume formulae
  • New Aroon Up / Down and Oscillator formulae
  • More. >>

Current Offers

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

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.

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.

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.

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.

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.

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.

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.

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

- R.G.

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.

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.

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.

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.

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.

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.

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

- C.B.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

- T.K.

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

- L.S.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

- R.D.

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

- F.B.

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

- G.R.

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.

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

- H.A.

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

- D.L.

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.

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

- S.P.

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

- S.M.

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

- M.C.

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

- A.T.

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

- P.B.

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

- R.M.

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

- S.S

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

- W.B

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.

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.

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.

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