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2 May 2008

XLQ 3.9 released

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XLQ Recommended by:

 

 
Stock Market Investing Advice from Steve Sjuggerud and DailyWealth
 




Recommended by Julie Stav on her live web broadcast

 

Stock Market Investing Advice from Steve Sjuggerud and the Investment U E-letter.
Investment U E-Letter

 

AAII.com
AAII in "Computerized Investing"
 

 Useful Links

If you are a data provider that wishes to have XLQ access your services, or if you wish to use the technology of XLQ to access your own company / private data, please email me.

To find out more about QMatix and who is behind XLQ, click here

FAQ

This list of Frequently Asked Questions, will be constantly updated. If you have a question please send an email to Support@qmatix.com
Q How do avoid the prompt "Accept Incoming Connection" when working with InteractiveBrokers?
 

You need to enter 127.0.0.1 (i.e. your local computer) as a trusted IP address into the trader workstation configuration option (in the API section). In TWS choose the menu Configure / API. Also consult the xlq help file which includes instructions with images.

Q How do I enter an option symbol in InteractiveBrokers?
 

To enter an option, you would use the symbol with the following format haeai[smart,opt,usd]

As they cover numerous markets, and allow you to choose the origin of the data, xlq allows you to enter the exchange and currency along with the symbol. i.e. the symbol format is symbol[exchange,type,currency],

e.g. hae[nyse,stk,usd].
The default parameters are smart, stk, usd, in which case using the symbol hae would be sufficient.

A cross rate would be usd.eur[ideal,cash,eur]

 The type, is per their api settings, and can be STK, OPT, FUT, IND, FOP, CASH and BAG

The exchange can be SMART (global), or depending on the symbol a specific exchange may be chosen.

To help determine the symbol to use, within their Trader Workstation, you may right click a row, and choose Contract Info / Description, and use the symbol, exchange and currency mentioned.

Q How do I enter an option Symbol for other sources?
  Yahoo = haeai.x
MSN = .haeai
IQFeed = hae ai
InteractiveBrokers = haeai[smart,opt,usd] (although you could specify the exchange)

Note that Yahoo and MSN do not have historic options data.

Q What version of Excel should I use?
  XLQ will work with any version of Microsoft Excel starting from 97. To have xlq automatically connect with Excel, version 2000 or later is required.

XLQ is optimized for Excel 2002 and later. XLQ uses realtime data functionality available in these versions, allowing for much faster processing and greatly reduced calculation times.

If you use xlq and excel regularly or have very large and complex workbooks, excel 2002 or later is recommended.

Q What is the difference between "refresh" on the xlq menu in excel and on the Q in the task bar?
  Refresh on the xlq menu in the task bar is used if you want to force a refresh of data from the internet from one or more data sources. Once the data has been retrieved, excel etc. will be notified of updates, and only values that have changed will be updated.

Refresh on the xlq menu in excel will force every xlq formulae in open workbooks in the specific instance of excel to refresh the data from xlq and be redisplayed. This will reload the values from xlq, but not force xlq to retrieve the values from the web (which will continue to done at the interval chosen in preferences).

Q Can I prevent my active non xlq workbook from being recalculated, but keep my stock workbook updating?
 

Microsoft Excel automatically recalculates all workbooks that are open, so if both are open in excel at the same time, both will be recalculated.
However it is possible to have more than one copy of excel running. And if only one is connected to xlq, you may view your stocks updating in one while working in the other without any interfering recalculations.

Q How can I refresh all historic data for a symbol?
 

If you would like to force the re-retrieval of all data for a symbol for either daily or historic data, the fastest method is to delete the symbol from the data source. To do so select the xlq stock manager by double clicking the Q in the task bar. Choose the data source from the tabs. Choose your symbol and check the delete column. If you would like to select multiple symbols, highlight each row you would like to delete with the mouse, using the ctrl or shift keys to select the range, and then either press delete, or right click and select delete. Then press apply/refresh.

The stocks will again be  automatically added as they are used in excel, or they may  be added manually.

Q Doesn't Microsoft Excel 2002 (XP) or later do the same thing?
 

No, Excel 2002 offers a smart tag feature, which basically does a copy and paste of stock data and hyperlinks available on MSN Money Central. You can then link to these cells where the data has been pasted to perform additional functionality. You then need to select refresh data, for the data to be refreshed, or enable an automatic refresh, which is done per data range and may be refreshed every x minutes. Excel 2002 does not provide historical stock data, a choice of data sources nor does it allow data to be used directly in formulae  without referring to the cell references where smart tags pasted the data.

XLQ does not copy and paste any data, but allows you to create links directly to stock data via formulae. The data is managed externally to excel and is automatically updated within excel whenever the data changes. In addition you may choose your data source and  XLQ offers formulae for day quote data as well as historical data.

XLQ is fully compatible and works with Excel 2002 (As well as Excel 2000 and 97).

Q Can XLQ be used from other programs / programming languages?
 

Yes, from version 2.2 you may use xlq from any language or program supporting COM. 

Q If I register now, what about future versions?
 

You are entitled to all upgrades released during a period of 1 year. After 1 year, you may continue using the last entitled version of xlq, or purchase a 1 year renewal license at a reduced rate.

Note that the program itself does not expire, only the right for new versions.

Users who registered before the release of 2.5 will remain entitled to all new releases of xlq. 

Q Does xlq support currencies?
 

Yes. See xlqDemo.xls for an example. 

Q Excel 97 crashes when I try to use XLQ.
 

Due to a bug in Microsoft Excel 97, you need to ensure that you are using Excel 97 (SP1). You can check this in Excel, by selecting Help / About Microsoft Excel, where you should see SP-1 (or later) mentioned after Excel 97. To update Excel, you need to download Service Patch 1, which you may do from Microsoft's web site for free, or by clicking here, (or for international versions here

Q I cannot see the help file.
 

If you get an error message when trying to open xlq help, you need to update your system by either installing Internet Explorer 5, or downloading and running the file hhupd.exe from Microsoft's web site.

Q Does XLQ support Excel 95.
 

No, xlq will not work with Microsoft Excel 95. Excel 97 or later is required, although it is still possible to run xlq separately or use xlqCompanion.

Q Can I use XLQ with Excel on a Mac.
 

No, xlq will only run on a Windows platform.

 If you require further information or have any suggestions please contact:  webmaster@QMatix.com

All other product names mentioned herein are trademarks or registered trademarks of their respective owners.

This page was last updated on 02-May-2008.

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