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5 January 2010

XLQ 4.3 released

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Stock Market Investing Advice from Steve Sjuggerud and DailyWealth
 

 

 
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Recommended by Julie Stav on her live web broadcast

 

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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.

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XLQ Version History

Version Date (- All licenses, - included with xlqPlus license)
4.3 5 January 2010
   
This version contains numerous changes concentrating on performance and stability.
(directly working and testing with a number of users since the release of 4.2, this version addresses various issues and changes have been made offering a notable improvement in speed, stability and interaction).
Certain users have reported processing and / or calculation times reduced by more than half.
xlqxh... calculations have been moved to background processing. This offers improved opening times and interaction with excel. While calculations are still being performed, the results in excel will show #xlqcalc, the center of the Q will remain red, and messages will be displayed in the xlq status views showing how many calculations still need to be done, with excel being refreshed on completion
New status views for day data. Backfill status messages will now show how many symbols still need processing
Supports Microsoft Excel 2010 32 bit (I am working on supporting 64 bit)
4.2 20 October 2009
   
Changes to historic data management initiated over the last few versions have been finalized, allowing for numerous improvements including faster processing and access, reduced memory overhead and overall optimized performance.

(As a result the historic data files have changed, and the old data is no longer compatible and will not be converted to the new version. Any data required will be automatically re-retrieved. All personal data files, excel spreadsheets and xlqCompanion remain compatible)
New data specific historic formulae (week and month data also supported):
- InteractiveBrokers: xlqhNoOfTrades, xlqhWAP (weighted average price)
- IQFeed: xlqhOpenInterest
- Yahoo: xlqhUnadjustedClose
Support for US market historic data (day and week) from Google. If there is a symbol conflict with a non US stock, the symbol needs to include the exchange, e.g. CA needs to be entered as NASDAQ:CA, BSX as NYSE:BSX.
xlqintra... intraday data are now based on timed intervals.
Interactivebrokers (IB) intraday backfill has been improved, also backfill messages are now shown in the status view.
xlqName now returns name from IB.

IB: xlqExpirationDate, xlqDaysToExpiration and xlqStrike now return values for future options.

Much faster processing of IQFeed data, including better backfill handling.
Allows limiting of intraday backfill data from IQFeed to specific hours, such as market hours or including 1 hour pre/post market etc.
 IQFeed related formulae xlqExtTradingLast and xlqExtHoursChange have been removed and replaced with xlqMarketHoursLast and xlqMarketHoursChange. xlqPrice and xlqChange will now show both market and non market hours trades. During afterhours xlqExtTradingDifference will show the difference between the last market hours trade and the last afterhours trade.
New status view for iqfeed day data (intraday backfill).
Supports Windows 7.
Signed with new digital certificate.
Numerous other changes.
Documentation and xlqDemo have been updated.
4.11 30 April 2009
   
Fixes all reported problems since the release of xlq 4.1, including:
- when using custom file paths with no ending /.
- when using very long symbols.
- when deleting symbols in the stock manager.
- with data retrieval with certain preference settings modified.
- when using COM interface function xlqHistValue4.
4.1 14 April 2009
   
Numerous changes and optimizations applied to historic data processing and handling.
Support for 22 new fields in AAII Stock Investor Pro (update aaiiDemo, new fields are listed at end of Summary page).
New historic formula xlqxhAveTrueRange2 (+w+m) return a weighted ATR (as per Wilder), xlqxhAveTrueRange is a SMA.
New intraday formula xlqxiSMA, xlqxiEMA, xlqxiAveVolume, xlqxiAveVolumeEMA, xlqxiAveRange, xlqxiAveRangeEma, xlqxiAveTrueRange, xlqxiAveTrueRange2, xlqxiAveTrueRangeEMA, (also xlqxiSMATP, xlqxiSMATPMD, added before but was undocumented, i.e. simple moving average of typical price and Mean deviation of the smatp).
Xlq preferences completely revised, now property sheet based, includes descriptions when choice is selected. Simplified update settings and categorized by data source.
Fix problem in xlqCompanion where historic source preference not always used.
Documentation and xlqDemo have been updated.
4.0 13 November 2008
   
The fastest version of xlq by far. This version introduces the new core to xlq's data processing engine allowing for much faster updating and simultaneously reducing processing and resource requirements. All processing via Excel, xlqCompanion and xlq's com interface are improved
The fastest Excel processing by far (see new videos). xlq's excel interface has been optimized allowing xlq to provide almost streaming updates. In addition to faster updating and processing, xlq allows for faster recalculations, reduced delays, including faster opening and closing of spreadsheets.
Automatic smart updating of US and Canadian symbols from non-streaming data sources. xlq will only update data as it is changing, avoiding unnecessary updates afterhours. Update settings have also been changed to offer better performance with less bandwidth usage.
Built with the latest c++ and supporting libraries from Microsoft (as a result xlq will no longer work with versions of windows earlier than Windows 2000)
New formulae xlqhWeightedPrice (+ week and month versions), being (O+H+L+C)/4
New BollingerBands formulae xlqhBollingerBandsUpper, Middle, Lower, B, and Width (+ week and month versions)
Xlqxh versions of the BollingerBands formulae allowing multiple period ranges as well as calculations into the current day
xlqxi versions of the BollingerBands formulae for intraday calculations.
Bollingerbands may be calculated on close, open, low, high, typical or weighted price.
Can calculate a bollingerband on a fractional stddev multiplier such as 2.1.
New preference settings for bollingerbands, defaults are 20 periods, 2 stdDev multiplier, using weighted price.
Lsma and drawdown/up may now also be calculated on weighted price.
New xlqxhStdDev and xlqxiStdDev to calculate a standard deviation over a number of periods (close, open, low, high, typical or weighted price may be used)
New range formulae (allowing you to specify the date range as real or relative dates and not number of periods) for the following:
xlqrhTotalVolume (+w+m) being the sum of the volume for the specified periods e.g. =xlqrhTotalVolume("msft",-6,-2)
xlqrhAveVolume being the average for the specified periods.
Tested and fixed compatibility issues with Vista 64. (xlq runs as 32 bit)
Modify to use long InteractiveBrokers symbols such as for corn future options, e.g. “C OZC  MAY 09   4300[ECBOT,FOP,USD]”
Ensure compatibility with InteractiveBrokers TWS version 888
Signed with new digital certificate.
Fixed problem where excel could hang on exit
Fixed a problem where xlq would not save day data on exiting if started by another program
Numerous other changes.
Documentation and xlqDemo have been updated.
3.9 2 May 2008
   
18 formulae covering Stochastics %k and %d (Fast, Slow and Full) for day, week and month.
xlqxhStochastic... formulae allowing multiple period ranges as well as calculations into the current day.
xlqxiStochastic formulae to calculate the Stochastics %k and %d (Fast, Slow and Full) on intraday bars.
Add Williams %R calculation (xlqh, xlqxh, and xlqxi versions) covering day, week, month, different period ranges and intraday bars.
New xlq preference options to specify the default period settings for Stochastics and Williams%R
Support new InteractiveBrokers interface.
Update to ensure compatibility with Yahoo historic data changes concerning handling of invalid symbols.
Additional checks to ensure symbol is valid.
Misc. internal changes.
Documentation and xlqDemo have been updated.
3.8 22 February 2008
   
xlqxhMaxLSMA (+ week and month versions) - Returns the Max of Least Square Moving Average for all periods between the 2 period ranges specified. The LSMA will be calculated for each and the maximum value for each result is returned. The 3rd period parameter specifies on what data the lsma is calculated, i.e. 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price.
xlqxhSlope (+week and month version) being the slope of the lsma calculation.
To better differentiate range formulae new range formulae will have the syntax xlqrh…, e.g.:
xlqrhDrawDownFromHighest (+w+m) - return the % drawdown from the highest value in the period range to the end value. The 3rd period parameter specifies on what data the drawdown is calculated, i.e. 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price. When Close is specified, the drawdown will be from the highest close in the range to the last close of the range. For the other values, it will be from the highest value to the low, e.g. from the highest high in the series to the low of the last period.
xlqrhMaxDrawDownFromHighest (+w+m) - Calculates the % DrawDown as above for each period in the range, and return the highest (MAX) value calculated within the series.
xlqrhDrawUpFromLowest (+w+m) – similar to xlqrhDrawDownFromHighest but returns the % drawup from the lowest value in the period range to the end value. When Close is specified, the draw up will be from the lowest close in the range to the last close of the range. For the other values, it will be from the lowest value to the high.
xlqrhMaxDrawUpFromLowest (+w+m) - Calculates the % DrawUp as above for each period in the range, and return the highest (MAX) value calculated within the series
Add new sheet to xlqDemo showing a nice example of using the above formulae.
Support new IQFeed client, allowing faster processing with less cpu usage. IQFeed subscribers should also install the new client software version 4.3.0.3 (http://www.iqfeed.net/index.cfm?displayaction=support&section=download)
+ is now allowed in IQFeed symbols correcting a problem with not being able to show symbols such as +cl# (crude oil), +ho# (heating oil) for day and historic.
Fix problem with IQFeed weekly and monthly historic data (if you use their week and month data, delete the symbols in the stock manager to re-retrieve the values)
Optimize handling of IQFeed intraday backfill retrieval.
Futures and Options historic data from InteractiveBrokers will now show volume information.
Change minimum xlqxh... period value to be 2 (used to be 3).
Modify update frequency menu option in excel to enter value in seconds and allow to store value.
Add disconnect xlq menu option to excel, which can be used when no formulae are being used.
xlqhSymbolsToProcess is now volatile.
Fix problem with insufficient additional periods being retrieved for calculations.
Misc. internal changes.
Documentation and xlqDemo have been updated.
3.7 19 September 2007
   
Update to ensure compatibility with MSN historic data changes concerning handling of invalid symbols.
Update handling of Yahoo day data to ignore recent zero value returns (could result in values changing between value and #N/A in excel).
New intraday formulae (function the same as their existing xlqxh… equivalents, but on intraday data (when an interval is set)
xlqxiCCI
(Commodity Channel Index)
xlqxiSMATP
(SMA of Typical Price)
xlqxiSMATPMD
(Mean Deviation of SMATP)
New COM formulae for intraday xlqIntraValue2, allowing the handling of the 2nd numeric parameter required for xlqxi formulae.
New historic formula xlqhLSMA and weekly and monthly equivalents, being the Least Square Moving Average. The LSMA is also known as the linear regression value, moving linear regression and regression oscillator. In preferences it is possible to choose the period range (default = 25), and whether the value is based on the close, open, low, high or typical price (default = close).
An xlqxh version of the LSMA, i.e. xlqxhLSMA and weekly and monthly equivalents, in addition to the period range, a 2nd parameter specifies whether the calculation is based on 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price.
e.g. =xlqxhLSMA(“msft”,-1,25,4, ”msn”) will return a 25 day lsma based on the typical price.
New preference settings for InteractiveBrokers
- You may now choose for all times to be returned in Eastern US time (not default).
- You may now choose to have xlq ignore any data streamed afterhours (not default).
Xlqxh formulae will now accept period ranges up to 730 periods (used to be 365)
Modify preference settings for historic calculations for better readability.
Documentation and xlqDemo have been updated.
3.6 15 August 2007
   
Update to ensure compatibility with recent MSN historic data changes (which could result in the current partial trading day being included in the historic data).
New preference setting for Yahoo! historic data “Adjust Open / High / Low per Ratio”.
By default not enabled. When enabled, their normally unadjusted Open, High and Low will be adjusted by the ratio between the unadjusted and adjusted close. The values will not reflect the real O/H/L adjusted for splits and dividends, but will provide a close equivalent of a high /low/close including these adjustments.
All programs have been signed with a new digital certificate.
xlqXh.. versions of the adx calculation, i.e. xlqxhDMIpositive, xlqxhDMInegative, xlqxhDX, xlqxhADX (and their weekly and monthly equivalents). Allowing the period range to be specified in the calculation, allowing the calculation of multiple adx’s, as well as using 0 for the period to have the data calculated into the current trading day
Messages from InteractiveBrokers are now included in the status view for historic data retrieval.
Historic range formulae will now return #error if date parameters are inverted or invalid.
Documentation and xlqDemo have been updated.
3.5 12 June 2007
   
xlqhMACDHistogram (being the difference between the macd and the macd trigger)
xlqxhMACD, xlqxhMACDTrigger, and xlqxhMACDHistogram and their weekly and monthly equivalents.
These formulae will allow you to specify the periods within the formulae, taking an additional 2 parameters covering the 2nd ema, and the trigger,
e.g. =xlqxhMACD("msft",-1,12,26, 9, "msn") for a 12/26 period macd and a 9 day trigger.)
In the COM interface, a new function xlqHistValue4, will allow you to use xlqxhMACD by specifying the additional parameters needed.
xlqhTypicalPrice being the (high + low + close) / 3
xlqhsmatp, xlqhsmatpmd and xhqhCCI and their weekly and monthly equivalents. These formulae, all part of CCI (Commodity Channel Index) calculations will use the period setting in xlq preferences (by default 20)
xlqhsmatp = the sma of the typical price
xlqhsmatpmd = the mean deviation of the smatp
and xlqhcci the final calculation of the cci
xlqxhsmatp, xlqxhsmatpmd, xlqxhcci (+ week and month variations) are the same as above but you may specify the period range within the calculation.
All the above xlqXh… formulae will allow you to use a period of 0 to include the calculation on the last price information from the corresponding day source.
Support for IQFeed’s new servers (and client software) If you use IQFeed, to be compatible with their new servers, you must install their latest client 4.2.1.4 from here as well: http://www.iqfeed.net/iqfeed_client_4_2_1_4.exe
The interface with excel has been optimized. This is the first step in a number of changes, but the effect should already show a notable improvement.
Improved intraday processing.
Updated compatibility with yahoo-eu and yahoo-uk [Note yahoo-uk will be removed in a future version as yahoo-eu returns the same results]
The historic database will be modified on the first run of version 3.5, this will happen transparently, but could mean the first startup could be slower if you have large databases.
Documentation and xlqDemo have been updated.
3.4 16 February 2007
   
Update to ensure compatibility with recent Yahoo historic changes.
Support for InteractiveBrokers historic (daily and weekly) data. (this includes for options data)
The following existing day formulae now work for InteractiveBrokers: xlqOpen, xlq52WeekHigh, xlq52WeekLow, xlqAverageVolume, xlqHistoricVolatility, xlqOpenInterest
The following new formulae now cover data from IB (not available from other sources)
xlq13WeekLow, xlq13WeekHigh, xlq26WeekLow, xlq26WeekHigh, xlqImpliedVolatility
xlqOptionCallOpenInterest, xlqOptionPutOpenInterest, xlqOptionCallVolume, xlqOptionPutVolume
New status views covering both historic and day data from InteractiveBrokers.
Add a new page to xlq preferences for InteractiveBrokers, allowing for a setting to choose whether afterhours market data is included or excluded from intraday / historic data. By default the data is included.
Allow for a bigger font to be used in xlq and xlqCompanion grids. To enable the alternate font, choose xlq preferences and select the file / save / other page, and enable the option “use bigger font…”.
Built with the latest updates for c++ and misc. related libraries.
Additional changes ensuring Vista compatibility.
Supports IQFeed’s new client software, which you should also download and install from here ftp://www.dtniq.com/iqfeed/iqfeed_client_4_2_0_7.exe
Miscellaneous other changes.
3.3 6 December 2006
   
Supports Excel 2007
(note!: Earlier versions of xlq are not compatible with the new .xlsx file format. You will also need to be using the excel 2007 final release (or at least the beta 2 technical refresh (B2TR)) for xlq to function correctly.)
XLQ continues to support versions of Excel starting from Excel 97.
Supports Windows Vista
(note!: Various issues have been addressed making xlq compatible with windows Vista, including allowing it to be run as a standard user.
Also under Vista, the default data directory will now be c:\Users\[user id]\AppData\Local\xlq, and no longer in the “program files…” directory. This does not change for prior versions of windows.)
XLQ continues to support versions of Windows from Windows 98.
New historic range formulae xlqhHighestVolume, xlqhLowestVolume, xlqhHighestVolumeDate, xlqhLowestVolumeDate as well as their weekly and monthly equivalents. Equivalent columns / fields have been added to xlqCompanion based on the purchase date.
Added references to xlqxhAveVolume and xlqxhAveVolumeEMA (and their weekly and monthly equivalents) to xlqDemo.xls. The formulae have been around for a while but not mentioned in the documentation.
Due to recent changes concerning ecn data, yahoo-ecn as a source has been removed. Excel and com will report any reference to yahoo-ecn as an invalid source (a global replace will allow you to re-assign yahoo-ecn to another source if needed) xlqCompanion will automatically convert any reference of yahoo-ecn to yahoo-rt. Afterhours data is not currently accessible via the yahoo sources. If you require afterhours data iqfeed, or interactivebrokers should be used. For the same reason xlqPricePerEarningsMkt and xlqMarketCapMkt no longer function with any Yahoo sources (xlqPricePerEarnings and xlqMarketCap should be used instead).
Improved error handling in excel, including avoiding potential crashes.
Improved historic processing, avoiding current problems where looping could occur
Improved handling of invalid symbols for historic processing. If after a couple of attempts / days, no historic data can be retrieved for a symbol, it will be blocked from further processing, improving start up times and overall program performance. When blocked, in the stock manager, the status will include the text “BLOCKEDFORUPDATES”. Such symbols can be left to avoid reprocessing in the future. If you want to try and retrieve data for a symbol again, delete the entry in the stock manager.
New formula xlqVWAP, currently supporting data from iqfeed.
Fixed problem with sorting in xlqCompanion.
Miscellaneous bug fixes as per user feedback.
3.2 9 August 2006
   
Important update to ensure compatibility with recent Yahoo! changes. Resolves problems with Yahoo! real-time subscription returning sometimes delayed / sometime real-time.
Programs signed with new digital certificate extended  by 1 year.
Fixed formatting problem in certain columns in xlq views (and xlqCompanion).
3.1 25 July 2006
   
XLQplus now allows you to work with up to 5 different AAII Stock Investor Pro databases simultaneously, allowing for numerous back testing possibilities. If you do not have old AAII SIP disks, AAII subscribers can download data going back to 2003. You need to specify the location of the different directories in xlq preferences.
In xlq’s COM interface, a new function xlqAAII2 has been added which allows you to specify the database value. (using xlqAAII defaults to dataset 0).
aaiiDemo.xls has been updated allowing you to change the database value on each page.
Updated xlq to reflect recent network changes which could cause historic data retrieval to possibly slow down and /or continue to process invalid symbols.
Fixed problem with InteractiveBrokers intraday backfill data when a frequency of x minutes specified.
New formula = xlqhSymbolsToProcess(source) allowing you to see how many historic symbols still need to be processed. This can be useful especially for macros etc, that have made historic requests to ensure the data has been retrieved. Using the formula with no source specified will return the total no of symbols to process for all sources.
Modify xlqhLastUpdate. If no symbol is specified, it will now return the time of the last update for the source specified. If in addition no source is specified it will return the last update for historic data for all sources.
New day formulae =xlqLastUpdate, like its historic counterpart it will return the time of the last update for the specific symbol / source.
Supports IQFeed’s new client software, which you should also download and install from here ftp://www.dtniq.com/iqfeed/iqfeed_client_4_1_2_0.exe
Fixed a problem where xlq could crash if trying to view data for a source that is not used.
A new option has been added to xlq Preferences / Excel options allowing you to disable the enhanced functionality that xlq uses in Excel 2002 and later. i.e. it will cause xlq to treat Excel 2002 and later as if it were Excel 2000. In certain cases where you are running a lot of vba macros it could provide a performance improvement, but in most cases using this option would cause a slowdown in Excel. If you change the setting, you would need to restart excel for the change to take effect.) (NOTE** If you are using the current beta of Excel 2007, you would need to enable this option at least until the next Excel beta. Microsoft are busy working on the underlying problem.)
3.0 13 March 2006
   
Support for streaming real-time (and intraday backfill) data from InteractiveBrokers. Covering equities, options, futures, forex, etc. etc. for more than 50 markets. Data is free if you have an account with them, and their trading commissions are extremely competitive.
Various improvements have been made with IQFeed both within xlq, and by iqfeed themselves. This version uses the new client software of IQFeed, i.e. version 4.1.1.1
Numerous internal program changes reducing cpu usage and optimizing day processing.
The various views of xlq have been given a facelift, now using toolbars as opposed to dialog buttons. As well as allowing you to un-pin the window, leaving only the header shown.
The various grids such as the day list view, have been improved, allowing you to refresh the view, keeping your current position, sort order etc. making it much easier to use and quickly monitor stocks by %change etc.
Xlq’s day and intraday views will no longer require any additional cpu usage and will show changes as the data is streamed.
Fixed a problem in excel 2002 and later where under certain situations the data was not updated on opening the xls.
All xlq programs and supporting libraries have been ported to and are now built with the latest version of c++.
In excel 2002 and later, it is now possible to slow down updates up to a 2 minute interval (rather than 20 seconds) if required. 
Fixed a problem with dmi calculations accidentally introduced in 2.91.
Fixed a problem with the saving of .csv files where the symbols contains a \.
Fixed a problem in xlqCompanion, which would crash if try to open an invalid file (or deleted file from the most recently used list).
Changed intraday csv files to store order as ohlc and no longer ochl.
Add additional error handling to excel 2000 and earlier.
A message will now be shown notifying when a support license is about to expire.
Changed documentation and references to the license names, which are now xlqPlus and xlqLite. XLQ now only refers to the program and concept, and not to the licensing or features included with a license.
2.91 15 September 2005
   
Corrects a problem with corrupt data from Yahoo! when a company names includes a comma
Corrects a problem with excel 2000 and xlqaaii formulae
Corrects a problem in xlqCompanion where last column does not update.
2.9 9 September 2005
   
12 new historic formulae covering RSI calculations, i.e. xlqhAveGain, xlqhAveLoss, xlqhRelativeStrength, xlqhRSI and their weekly / monthly equivalents.
Possibility to change default period range for the rsi calculations in preferences, by default 14.
New historic formulae beginning with xlqxh allowing you to specify the range within the formulae, with the format =xlqxh…(symbol, date ref., period range, source). The calculation is done "on the fly", and not pre-calculated as per the xlqh formulae. Weekly and monthly versions also exist (xlqxhw / xlqxhm)
e.g. =xlqxhRSI(“msft”,-1,21,”msn”) will return the 21 day RSI for Microsoft from MSN.
It is possible to use a period of 0 with the xlqxh formulae allowing for the continued calculation results to be returned on the current days data, either to return the sequence during market hours, or allow you to work on calculations at day end before historic data becomes available.
The 36 new xlqxh formulae include xlqxhEMA, xlqxhSMA, xlqxhAveRange, xlqxhAveRangeEMA, xlqxhAveTrueRange, xlqxhAveTrueRangeEMA, xlqxhAveVolume, xlqxhAveVolumeEMA, xlqxhAveGain, xlqxhAveLoss, xlqxhRelativeStrength, xlqxhRSI and their weekly / monthly equivalents.
These new formulae (and their xlqh equivalent) will also ensure sufficient additional historic data is retrieved to calculate the values, i.e. if a 200 day average is chosen, the additional 200 days of data will be retrieved in addition to the earliest date required.
xlqCompanion
New preference setting allowing you to choose whether the trailing stop calculation will use the latest price available or last close. The default is latest price, but if you do not want trailing stops triggered on intraday movement, you may now choose to use only historic data via the preference menu.
The custom text and value headers are now shown correctly if alternate text is set via preferences.
xlqCompanion will no longer prompt to save if the file has already been saved and no changes have occurred since.
Fixed problem with missing dates for historic options data via IQFeed.
Fixed a problem with historic updates for IQFeed, with the centre of the Q remaining red.
Fixed a problem in excel in the situation where vba routines change cell values, then use the result.
Redesigned thread management with improved resource usage.
All programs signed with new digital certificate.
xlqDemo, the documentation and the getting started guide have been modified.
2.81 18 April 2005
   
Corrects a problem with closing workbooks in Excel 2000 on Windows XP (without closing Excel)
All programs have had their digital certificates resigned to ensure they can be "authenticated"
2.8 14 April 2005
   
Support for streaming realtime data, intraday backfill and historic day/week/month data for US and Canadian Equities as well as options and futures from IQFeed.net
50 new formulae covering IQFeeds detailed quotes including Range, Spread, % Off Ave. Volume, Change from Open, Exchange of last trade, Extended Trading changes, Bid and Ask change, Volatility, no. of trades today, calendar year high and low with dates, 52 week high / low dates, Dividend info, Institutional %, Beta, Current Assets / Liabilities, Long Term Debt, last 2 split ratios and dates, SIC, Root Options Symbols and Leap Symbols, Net Asset Value, Open Interest, Strike, Settle, Delay, Average Maturity, 7 day yield, Expiration Date.
It is now possible to access data in AAII Stock Investor Pro without knowing the symbol, i.e. using !x for the symbol will return the x’th symbol in alphabetical order allowing for numerous research possibilities e.g. =xlqaaii(“!1”,”name”).
A new xls is included with the install (aaiiMacro.xls), which contains a vba macro which will query the AAII database for all symbols matching certain criteria (in the example stocks in the health care sector with a beta value greater than 1.5), and populate a new worksheet with the results. The example macro is also included in the help file under the section Within Microsoft Excel / Using xlq with vba.
xlqCompanion
New columns / fields supporting the new formulae as above.
New buttons on the toolbar allow for easily moving rows up, down or to another tab.
Sold items now appear with a blue background
When an alert is set, the programs Q icons, including on the task bar, will also be shown in red allowing you to watch for alerts even when the program is in the background or minimized.
Alerts are no longer triggered for sold items.
The summary view is now a dockable view placed as a tab along with the fields view (which you can undock or reposition elsewhere, hide etc.)
The summary view has been split into sold, unsold and realized sections, with the total now being of unsold + realized.
Fees are no longer included in the cost, and sell fees may be included in the G/L calculation of unsold items.
Various bugs have been fixed, including deleting a row by removing the symbol in the fields view and changing the historic source in the fields view.
Intraday processing redesigned to avoid overhead and resource usage.
4 new intraday formulae covering the High, Low, Open and Close for an interval
Intraday now stored in text files (.csv) which may be used directly / via excel.
Possible to save day / intraday data at regular intervals and to create backup files. (date files not compatible with prior versions)
Opening a workbook containing xlq formulae will now be faster in Excel 2002 and later.
Documentation has been updated and now also includes an example of using xlq with the perl programming language.
New Getting Started with XLQ pdf included with install.
Misc. bug fixes including problem with reconnecting after internet disconnect
2.7 6 October 2004
   
Completely rebuilt xlq's communication structure making xlq a lot faster with less resource usage. (i.e. xlq, xlqCompanion, excel and COM).
Redesigned the way xlq works with excel, especially for Excel 2002 and later, dramatically reducing calculation times and improving performance. A new xlq menu is now available in excel 2002 and later.
All XLQ programs are now signed with digital certificates allowing them to run on computers and excel configured for heightened security.
XLQ's Day View has been changed. The view is now resizable and the data is now updated automatically as it changes.
Support for proxies requiring a userid and password.
XLQCompanion has a new "Fields" view showing the values for all fields for the currently chosen symbol. Editable fields may be changed here as well as in the grid. The data is updated automatically and the view may be hidden or repositioned.
It is now possible to change the AAII directory to that of your CD’s Drive letter and use the AAII Stock Investor Pro disks directly (useful if you wish to extract data from previous years / quarters).
Misc. bug fixes including for weekly msn historic data. / XLQ preferences have been modified to cover the new functionality.
2.61 26 April 2004
   
Corrects a problem with the 2.6 installation where for some users the automatic connection between excel and xlq was not established. (No changes to actual programs)
2.6 20 April 2004
   
Support for MSN MoneyCentral delayed "day" data.
Support for AAII's Stock Investor Pro package for using the data in excel via xlq formulae (and via xlq's COM interface) i.e. over 2800 data points for around 8000 companies offering all the financial and fundamental data you could probably need (includes historic financial statements, estimates, valuations, ratios of all kinds as well as sector and industry data. (Requires a subscription with AAII)
Updated documentation, including a new aaiiDemo.xls showing the AAII data available and example usage.
xlqCompanion has been optimized offering much better performance and reduced resource use.
May now move rows and "unsort" in xlqCompanion via right click menu.
xlqCompanion - now possible to enter fractional quantities.
2.51 2 March 2004
   
Minor bug fixes (also corrects problem with reduced trial period on xlqPlus)
2.5 11 February 2004
   
24 new historic formulae covering Directional Movement (including DM+/-, DI+/-, DMI+/-, DX and ADX)
15 additional historic formulae returning 2nd custom EMA and SMA, Last Update, No of Periods and Earliest Date
New look and new grid technology (including customizing of columns).
Updated help (including xlqCompanion and c# programming example) and xlqDemo
New preferences covering 2nd sma / ema, periods for adx and Yahoo! historic data
New xlqCompanion program allowing for the flexible management of portfolios and/or for classifying and analyzing data. Allows setting custom alerts including for TRAILING STOPS. Supports multiple custom views covering entered and calculated data as well as support for all xlq day formulae and historic range formulae. Too many features to mention - consult the help file.
24 new historic range formulae returning Highest High, Lowest Low, Highest Close, Lowest Close and dates thereof for day, week and monthly data
2.42 1 December 2003
   
Updated to work with Yahoo! changes.
2.41 30 September 2003
   

Updated to work with Yahoo! changes.

2.4 8 September 2003
   

Historic Data Processing completely re-written offering much faster, much better processing.

New Status View shows detailed information concerning historic data retrieval.

Compiled with the latest version of c++ and updated libraries.

Historic symbols currently being used in a workbook are now retrieved on priority.

Yahoo and MSN Historic data are now retrieved simultaneously.

New installation procedure using Inno Setup.

Misc. optimizations and bug fixes.

2.3 27 May 2003
   

Support for MSN MoneyCentral daily / weekly and monthly historic data.

Excel now only connects to xlq if an xlq formula is used.

6 new historic formulae allowing for custom daily / weekly and monthly simple and exponential moving average calculations.

11 new "day quote" formulae - xlqPricePerEarningsMkt, xlqShortRatio, xlqDivPerShare, xlqPricePerSales, xlqPricePerBook, xlqEPSEstCurrentYear, xlqEPSEstNextYear, xlqEPSEstNextQtr, xlqPEGRatio, xlqMarketCapMkt and xlqEBITDA.

Updated preferences, with new layout, new historic default data source, and settings for custom EMA/SMA calculations as well as possibility to calculate MACD on different period range.

Uninstall now deletes all xlq data files and registry settings. 

Updated documentation (includes example using xlq with VB.NET) and updated xlqDemo (includes new market overview sheet).

Miscellaneous bug fixes.

2.2 3 March 2003
   

New COM interface allowing xlq formulae to be used with any program or programming language supporting COM. (help file includes examples for Visual Basic and C++)

Intraday data support (including 10 new formulae). Log intraday data for multiple symbols, with possibility to customize frequency, no. of records etc. 

New intraday view with data refreshed as retrieved.

May choose whether historic .CSV files are written in ascending or descending order.

Single left clicking the Q in the task bar will now bring all active xlq windows to the foreground.

While historic data is being updated, hovering the mouse over the Q will now display the progress (i.e. x of x stocks updated)

"Pause Data Retrieval" will now block retrieval of historic data.

Updated xlqDemo and program help.

2.1 9 December 2002
   

Redesigned historic data management, allowing for the handling of a lot more data with improved processing logic , as well as reduced memory and resource usage.

 27 new historic formulae for daily / weekly and monthly data covering 12 and 26 day EMA, MACD (and Trigger), Range, Average Range, True Range, Average True Range and relative date index.

Now possible to generate .CSV files (comma delimited) for Historic Data.

New Optimized Historic Refresh Option.

Updated xlqDemo, help and Historic View.

2.0 26 September 2002
   

Compatible with recent Yahoo historic data changes.

Built with the latest version of C++ (and additional new libraries).

Restructured internally to provide better workload distribution across threads, offering faster processing.

New minimum excel update time setting, ensures that xlq will not cause excel to recalculate during at least x seconds even if new data is available.

New login option for Yahoo realtime data i.e. to use the settings directly from Internet Explorer.

Now possible to change where xlq data is stored.

1.9 19 June 2002
   

Support for Yahoo's realtime subscription data. (new data source YAHOO-RT)

3 New Formulae: xlqLastSize, xlqBidSize, xlqAskSize.

Support for proxy servers.

Can now change the default data source.

New Day List View showing all details of all day quotes.

Enhanced data retrieval routines, update xlqDemo and documentation.

1.8 3 April 2002
   

Optimized Historic Data routines.

6 new historic formulae for daily / weekly and monthly change and change percent in the format xlqHChange, xlqHWChangePercent etc.

xlq historic view now shows change and change percent as per these formulae.

New historic preferences dialog to configure data retrieval options.

Possibility to use the Historic day formulae with an offset of 0, e.g. xlqHClose("msft",0) will return the day quotes equivalent results, allowing you to include last price / days close in your trends (i.e. xlqHClose("msft",0) = xlqPrice("msft").

Certain problems that occurred with historic weekly and monthly data have been corrected.

Other minor changes, update xlqDemo and documentation.

1.7 19 February 2002
   

New configuration options allowing more control on how xlq interacts with Microsoft Excel, including:
- toggle whether workbooks are refreshed on opening.
- toggle whether day quote formulae are volatile.
- toggle whether historic formulae are volatile.
- toggle whether excel recalculates when xlq receives new day data.
- toggle whether excel refreshes when xlq receives new historical data
- toggle whether xlq is automatically started with excel 2000 (or later) 

Help file now contains information showing how to use xlq with vba to create your own formulae and additional analysis functionality.

xlqDemo.xls updated, also including currency examples

Other minor changes.

1.6 26 November 2001
   

Can now launch and run xlq separately from Excel.

12 new historical formulae for weekly and monthly historical data in the format xlqHWClose, xlqHMOpen etc.

add new 'day quote' formulae xlqChangePercent, xlqPreviousClose, xlqPricePerEarnings, xlqEarningsPerShare, xlqYield, xlqMarketCap, xlqSharesOutstanding

Stock manager includes new add and refresh options, as well as storing last used screen position and size.

New options to view all stock data per share, or all historic (including weekly and monthly) data per share.

Other minor changes, update xlqDemo and documentation.

1.5b 11 October 2001
   

Corrects problems relating to historical data for indices and mutual funds.

1.5 6 September 2001
   

Add new preferences menu allowing configuration of refresh options per source, including days, time range, and refresh frequency.

Add new option to refresh all or individual sources whenever needed, even when data retrieval is paused.

Cater for tickers with multiple aliases, e.g. 555750.DE (Deutsche Telekom) may now also be accessed as DTEGN.DE, correcting differences due to Yahoo changes in Europe.

Other minor changes.

1.4 27 July 2001
   

Add new day quote formulae xlqBid, xlqAsk, xlqName, xlqExchange, xlqAverageVolume, xlq52WeekLow, xlq52WeekHigh.

Add data sources YAHOO-ECN and YAHOO-UK.

Add stock manager to see when last a stock was updated, the historical data available and to delete unwanted stocks.

Add Pause / Resume option for data retrieval.

Improved data retrieval and socket management, including connection monitoring.

Improve file management and error handling (including memory leaks).

Historical data is now refreshed periodically, and no longer only at startup.

A number of other minor changes and bug fixes.

0.3 9 April 2001 (First public Beta)
   

Help now included with program.

Tray icon displayed while running, with menu for help and about (including registration).

Add data sources YAHOO-EU and YAHOO-INT.

Optimize memory use.

Offer 45 day trial period, allow secure online registration.

A number of other minor changes and bug fixes.

0.2 11 January 2001 (Non Public Beta)
   

Allow multiple copies of Excel to access xlq simultaneously.

Changed design to be multithreaded.

Improved data storage, and optimized data retrieval.

Create historical  quote formulas xlqHClose, xlqHOpen, xlqHHigh, xlqHLow, xlqHVolume, xlqHDate, working with data source YAHOO.

Sample spreadsheet now included with installation

Add support for Excel 97.

a number of other minor changes and bug fixes.

0.1 7 November 2000 (Non Public Beta)
    

Initial release to selected testers with basic program structure and data engine designed and main base classes created.

Create day quote formulas xlqPrice, xlqChange, xlqHigh, xlqLow, xlqVolume, xlqTradetime, working with data source YAHOO.

Supports Excel 2000 (and later).

 

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