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13 February 2015

XLQ 5.2 released

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XLQ Version History

Version - All licenses, - included with xlqPlus license
5.2 24 February 2015 (release 5.2a)
13 February 2015 (release 5.2)
5.2a release
Corrects a problem in 5.2 that could cause symbols to be dropped from the real-time stream when using TDAmeritrade.
Redesigned processing of xlqxh formulae. If you have very large workbooks, or rely heavily on many xlqxh.. calculations opening and refresh times of large workbooks can be reduced by as much as 70%.
Google has been added as a day source providing real-time snapshot quotes and supports the following formulae:
- xlqName
- xlqPrice
- xlqTradeTime
- xlqChange
- xlqChangePercent
- xlqPreviousClose
- xlqOpen
- xlqHigh
- xlqLow
- xlqVolume
- xlqAverageVolume
- xlqTypicalPrice
- xlq52WeekLow
- xlq52WeekHigh
- xlqMarketCap
- xlqPricePerEarnings
- xlqBeta
- xlqEarningsPerShare
- xlqSharesOutstanding
- xlqInstitutionalPcnt
- xlqSecurityType
- xlqExchange
- xlqDividendAmount (only retrievable when market is not open)
- xlqYield (only retrievable when market is not open)

Various markets are covered (no currencies, no options).
Symbol can be used as AAPL, or with the exchange i.e. AAPL:NASDAQ.
If there is a symbol conflict, the exchange would need to be supplied, i.e. ADT:NYSE instead of ADT.
Same applies for indexes e.g. Dow Jones can be .DJI or .DJI:INDEXDJX
and international exchanges, Danske Bank Copenhagen will be DANSKE:CPH,  Deutsche Telecom Frankfurt will be DTE:FRA etc.
Mutual funds would use :mutf, e.g. PRGFX:MUTF
More information on exchange can be found here: http://www.google.com/intl/en/googlefinance/disclaimer/ or https://www.google.com/finance.
MSN has been removed as a source. Due to MSN no longer provides any download data and removing all such services from their site MSN is no longer a valid source.
TDAmeritrade data handling has been improved, especially for options, and adding symbols to an existing stream.
Updated YAHOO to reference new historic servers.
Numerous internal changes and bug fixes.
xlqDemo.xls and help have been updated.
5.1 1 December 2014
New formulae for Keltner Channels, xlqhKeltnerChannelsLower, xlqhKeltnerChannelsMiddle, xlqhKeltnerChannelsUpper allowing you to specify the Number of Periods, Number of ATR periods, multiplier and  whether the calculation uses an EMA or SMA. + xlqxh..., weekly, monthly and intraday versions.
New formula supporting the Vortex Indicator, xlqhVortexPositive and xlqhVortexNegative  + xlqxh..., weekly, monthly and intraday versions.
New intraday formulae for the following:
- xlqxiSlope
- xlqxiLSMA
- xlqxiMaxLSMA
- xlqxiDMIpositive
- xlqxiDMINegative
- xlqxiDX
- xlqxiADX
(available in earlier versions as historic only)
Added 3 new types (7,8,9) that can be used in the different formulae accepting the parameter, making the list of types as follows:
0              Close
1              Open
2              Low
3              High
4              Typical Price (high + low + close) / 3        
5              Weighted Price (open + high + low + close) / 4  
6              Rate of Return (%Change)
7              Range (high-low)
8              True Range
9              ATR%    (x day ATR as specified in preferences as a % of the last periods close).
New formula xlqhATRPercent being an x day ATR as specified in preferences as a % of the last periods close, also used as the Type 9 in supported formulae. + xlqxh..., weekly, monthly and intraday versions.
New formula xlqxhMean, returning an sma for any of the above Types for the number of periods specified + weekly, monthly and intraday versions.
New range formula xlqrhMean, as above but specifying start and end period.
New formula xlqxhRateOfReturn, complimenting xlqrhRateOfReturn, returning the %change  for the number of periods + weekly, monthly and intraday versions.
Add 2 new fields / columns to xlqCompanion allowing for the entry of a 2nd custom text and value, along with the possible to change the description in xlqCompanion preferences.
Possible to display the Q menu when xlq is active by pressing Alt-Ctrl-Shift-Q.
Changes the xlq preference setting ”Data Retrieval Defaults” / “Number of Days” to accept values greater than 999, allowing for a much larger value to be specified, to have all available data for a symbol be downloaded on the first request.
Numerous internal changes.
xlqDemo.xls and help have been updated.
5.0 17 March 2014
New reverse calculation formulae xlqxhReverseRSI and xlqxhReverseConnorsRSI  returning the price needed to obtain the specified RSI/CRSI target (as well as xlqxi intraday versions).
New formula supporting Connors RSI, i.e. xlqhConnorsRSI, xlqxhConnorsRSI + weekly, monthly and intraday versions.(for more info: ConnorsRSI-Pullbacks-Guidebook.pdf).
New formula for Streak, i.e. returning the number of consecutive up or down periods, i.e. xlqhStreak, xlqxhStreak + weekly, monthly and intraday versions.
May calculate the streak on the following types: 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price, 5 = weighted price, 6 = rate of return (% change).
New formula for PercentRank, i.e. returning the percentile rank for the period over the number of periods specified i.e. xlqhPercentRank, xlqxhPercentRank + weekly, monthly and intraday versions.
May calculate the PercentRank on the following types: 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price, 5 = weighted price, 6 = rate of return (% change).
New formula for Historic Volatility, i.e. xlqhHistoricVolatility, xlqxhHistoricVolatility + weekly, monthly and intraday versions. May specify the number of periods (default 30), and the scale factor (default annual / 252 days).
xlqxh version allows you to also specify the following types: 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price, 5 = weighted price, 6 = rate of return (% change).
New formula for Fractal Dimension Index, i.e. xlqhFractalDimension, xlqxhFractalDimension + weekly, monthly and intraday versions. (for more info: http://en.wikipedia.org/wiki/Fractal_dimension).
xlqxh version allows you to also specify the following types: 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price, 5 = weighted price, 6 = rate of return (% change).
Now possible to set gridline intensity for xlq and xlqCompanion grids – choose xlq preferences  / general settings / general / set grid line intensity. (for xlqCompanion choose view / preferences).
Numerous internal design changes, and re-dimensioning of internal structures. As a result the historic databases will be deleted on first run. The new data files are not compatible with older versions.
Numerous bug fixes, including the following:
Fix crash in excel 2013 when closing an xlq workbook and having another non xlq workbook open.
Fixes a problem with storing of some xlqCompanion preference settings.
Fix a problem with re-retrieval of Yahoo data after a dividend adjustment has been detected.
Fix problem with generating csv files (if option enabled).
Support IQFeed 5105.

Change IB handling when tws is started after xlq.

Can now request more (earlier dates) historic data from google.

YAHOO-RT as a source has been removed. Yahoo have already stopped providing real-time downloads for their subscription service, making YAHOO-RT as a source obsolete. Any reference in xlqCompanion will revert to YAHOO, and any request via excel or COM will be processed as yahoo to maintain compatibility. This change does not affect Yahoo or Yahoo-Int.

Various other changes, including updated libraries for windows 8.1.

xlqDemo.xls and help have been updated.
4.9 20 August 2013 (release 4.92)
9 August 2013 (release 4.91) / updated 12 August 2013
24 June 2013 (release 4.9)
4.92 release:
Various updates and tuning to ensure compatibility with the recent changes at msn and yahoo.
including an important fix removing a memory leak (and possible crash) when handling the new msn processing.
4.91 release 2 (12 Aug):
Fixes a problem where yahoo historic data could be flagged N/A if earlier data than is available is requested.
4.91 release:
Support changes to MSN Historic data. On June 28th MSN stopped updating their existing historic data system. Since then they have introduced a new service covering only weekly data. This service, covers less historic periods, less symbols and does not contain data for the last partial week. xlq 4.91 covers these changes, allowing for this weekly data to be used via excel/com and removes msn as a source for historic day/month data. xlqCompanion no longer supports msn as an historic source.

More fault tolerance has been added for msn (current) day data to avoid valid symbols being marked as invalid.
4.91 release:
Each source has had their own date system for week and monthly dates, 4.91 now standardizes across each source using the Monday date for week data and the 1st for monthly date. This is the best date as previously some queries using real dates could have returned the prior week/month data instead. Also this eliminates problems where weeks or months sometimes had more than one date entry for the same period.   The exception to this is InteractiveBrokers weekly data  as their weekly data is returned over a 7 day period rather than a calendar week.

Due to the changes in this version, the installation will automatically remove the market data files to ensure all the data is correctly retrieved in the new format.
Support for the new MSN. On June 19th MSN rolled out a new version of their web site, making the old connection for day data incompatible. The functionality has been restored, and all known issues solved. If other issues are found, or other changes are made to the site over the next weeks, new updates will be made available from the site. Note that the changes not only impact the connection, but also symbols. Currency and options symbols have changed as well as some indexes.
Support for IQFEEDs new millisecond precision (requires IQConnect It is now possible to view the trade time (last trade, intraday tick data etc.) with millisecond precision. In excel this can be done by formatting the time cell with an extra .000 e.g. dd-mm-yy h:mm.ss.000. The xlqDay view and Intraday view will also show the millisecond time for iqfeed.
For IQFeed and Interactivebrokers there is now an option where you can specify an earlier time for historic updates. This allows for the historic data to be downloaded and used prior to midnight EST. The option would need to be enabled in xlq preference / data source specific / IQFeed or InteractiveBrokers. The “Historic Update Time” can be specified in local time, or EST, and for practical reasons should correspond with a time between 5pm and midnight EST.
New formula xlqhRateOfReturn (+ week and month version) being (close – prior close)prior close *100
New Formula xlqrhRateOfReturn (+ week and month version), being the rate of return between the start and end dates specified.
Changed xlqxhStdDev to also use a type of 6 to return the stddev of the rate of return,
i.e. 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price, 5 = weighted price, 6 = rate of return
Certain other formulae using calculations on the different types can also use the new type 6, the DrawUp/Down formulae, and Kauffman Efficiency Ratio

New Formula xlqrhStdDev (+week and month versions), allowing for the calculation of a stddev given a start and end date rather than a number of periods.
or types: 0 = close, 1 = open, 2 = low, 3 = high or 4 = typical price, 5 = weighted price, 6 = rate of return

New formulae supporting the Trix indicator, i.e. xlqhTrix, xlqhTrixTrigger and xlqhTrixHistogram. Settings can be changed in xlq preferences with the default being a 15 day Trix and 9 day Trigger.

xlqxh (+ week and month) versions of the Trix, TrixTrigger and TrixHistogram  allowing for the periods to be specified in the formulae as well as
xlqxhTrixDbMA, returning the partial calculation of the trix, i.e. the double ema (ema of ema) and
xlqxhTrixTrMA, returning the partial calculation of the trix, i.e. the triple ema (ema of double ema) xlqxi…
(intraday versions of the Trix formulae)

Thanks to the crash reports sent (included in 4.8), a number of crash situations have been detected and eliminated.
Problems were also found and corrected which could have caused TDA and IQFeed to stop updating..

XLQ can now solve many situation which used to cause #xlq to be shown in excel.

 Improve load speed on large spreadsheets.

 XLQ will now detect the version and platform of excel during installation warning if there is an incompatibility. Also in xlq’s general status view, the version and platform of excel will be shown.

Various other changes.

xlqDemo.xls and help have been updated
4.8 15 January 2013
XLQ is built with supporting libraries for Windows 8 and Office 2013.
XLQ is now (also) completely 64 bit.
xlq is available as 3 different downloads
- 64 bit for users working with a 64 bit version of excel (also includes the 64 bit data engine, xlqCompanion etc.) on windows Vista and later
- 32 bit for users working with 32 bit versions of excel on windows Vista and later.
- XP Version (32 bit only) only for users working with windows XP. It contains the same functionality, but without requiring newer features found only in more recent versions of windows.
(for further info please read the support page )
xlq now includes crash reporting:
If xlq does crash you may now choose to send a crash report, which may help to determine the problem and make xlq more robust. These reports (which also allow you to include additional information) have already helped eliminate some rare crashes that have not been possible to replicate to date.
Increase amount of data returned by intraday backfill from InteractiveBrokers to maximum request limits (maximum in xlq 1000 bars)
hourly bars increased to 34 days (roughly from 240 to 460 bars including afterhours)
30 minute increased to 34 days (roughly from 500 to 910 bars including afterhours)
15 minute increased to 20 days (1000 bars including afterhours or 500 market hour bars)
5 minute increased to 10 days (from 695 to 1000 bars afterhours or 700 market hour bars)
2 minute increased to 7 days (1000 bars including afterhours or 800 market hour bars)
1 minute will return 1000 bars.
new formula xlq1YTargetPrice has been added returning the value from Yahoo.
New historic and intraday formulae for Parabolic SAR xlqhPSAR. xlqxhPSAR, xlqxiPSAR, and weekly monthly versions.
xlqhPSARLongShort (etc.) will also return 1 or -1 indicating the direction.

New historic and intraday formulae for Force Index xlqhForceIndex. xlqxhForceIndex, xlqxiForceIndex and weekly / monthly versions.

New formula for Yahoo historic data xlqhAdjustedClose (xlqhwAdjustedClose, xlqhmAdjustedClose)
Xlq already returned the xlqhUnadjustedClose, and allowed for the calculations to use either the adjusted close (default), or the unadjusted. When the unadjusted close was used for calculations (and xlqhClose) it was no longer possible to see the adjusted close. xlqhAdjustedClose now allows this. All historic yahoo data should be deleted and re-retrieved to populate the value correctly.

Fixed a problem with xlqxh formulae where they may not be recalculated if earlier data was requested, also resulting in #range being incorrectly shown.

Fixed a problem with xlqxi formulae not calculating correctly after backfill data was requested, especially concerning calculations depending on volume, open, high and low for new bars.

Improved excel processing when making many changes to the underlying data being requested

Include additional pacing violation checks for InteractiveBrokers as well as additional error logging

(InteractiveBrokers) Fix problem where certain symbols such as currencies would return the current days data included in historic.

xlq now uses NTP (Network Time Protocol) to work with exact times, and no longer http services.

new general status view has been added, currently showing the exact time.

Various other changes.

xlqDemo.xls and help have been updated
4.7 17 September 2012 (release 4.72)
2 August 2012 (release 4.71)
2 July 2012 (release 4.7)
4.72 release:
Updated for compatibility with IQFeed,
Fixes a bug in xlq which could cause xlq to crash when connecting with iqfeed. The problem started today after an update at iqfeed.
4.71 release:
Updated for compatibility with Yahoo historic data,
Yahoo has begun including the current partial days data in their historic download data, offsetting date references by 1. This version will now detect this when the data is retrieved.
Support for AAII's Stock Investor Pro 4.0 (http://www.aaii.com/stock-investor-pro/whatsnewinsipro4)
with over 30 new fields including next dividend payment, ex-dividend and payment date:

- Buyback Yield
- Buyback Yield-1 year ago
- Buyback Yield-Average 3 years, 5 years, 7 years
- Buyback Yield Y1-Y7
- Common Dividends Paid 12m, Y1-Y7
- Common Dividends Paid Q1-Q8
- Depreciation and Amortization 12m, Y1-Y7
- Depreciation and Amortization Q1-Q8
- Dividend-Ex Date
- Dividend-Next Quarter
- Dividend-Pmt Date
- Earnings before interest and taxes (EBIT) Q1-Q8
- Earnings before interest and taxes (EBIT) 12m, Y1-Y7
- EBITDA 12m, Y1-Y7y
- Enterprise Value Q1-Q8
- Enterprise Value Y1-Y7
- Enterprise Value/EBITDA
- Enterprise Value/EBITDA-1 year ago
- Enterprise Value/EBITDA-Average 3 years, 5 years, 7 years
- Enterprise Value/EBITDA-Y1-Y7
- EPS Est Q0-Exp Rep Date
- EPS Est Q1-Exp Rep Date
- Market Cap (Historical) Q1-Q8, Y1-Y7
- Minority Interest Q1-Q8
- Minority Interest Y1-Y7
- Retained Earnings Q1-Q8
- Retained Earnings Y1-Y7
- Shareholder Yield
- Shareholder Yield-1 year ago
- Shareholder Yield-Average 3 years, 5 years, 7 years
- Shareholder Yield-Y1-Y7
- Working Capital Q1-Q8
- Working Capital Y1-Y7
- Z-Score Q1-Q8, Y1-Y7

aaiiDemo.xls has been updated
4.6 14 May 2012

Historic data processing has been redesigned to be more efficient. As a result data files from prior versions are not compatible, and will be deleted upon detection. The new data files will be populated as new requests are made. Improvements include:
- Faster processing.
- More efficient disk writing reducing locking and possibility of any data corruption.
- Better in-memory management of the data.
- Proper sorting of historic symbols.
- Eliminate midnight crash that occurred for certain users.

Complete rebuild of IQFeed processing to be much more efficient, both in terms of speed and resource usage.
Can now reset the IQFeed connection in xlq status view (iqfeed day).
Improve TDA data feed handling.
Can now change the IB port in xlq preferences. Allowing for simpler management connecting to the IB gateway, or when using multiple instances of TWS.
New historic formulae xlqhPPO (Percentage Price Oscillator) xlqhPPOTrigger, xlqhPPOHistogram as well as support for weekly, monthly and xlqxh versions.
New Intraday formulae xlqxiPPO, xlqxiPPOTrigger and xlqxiPPOHistogram.
New Intraday formulae xlqxiMACD, xlqxiMACDTrigger, xlqxiMACDHistogram
New xlqDelete and xlqhDelete formulae allowing for the deletion of a symbol in xlq via COM, VBA, or an excel cell. For use by more experienced users.
TDA will now return “OPTION” via xlqSecurityType for options, and will also return xlqStrike and xlqExpirationDate.

New formula xlqIsShortable. Will work with TDA and IB with return values 0,1,2,3 with the following meaning:
. 0 is not shortable,
. 1 (TDA) will return 1 if it is shortable,
. 2 (IB) The contract will be available for short sale if shares can be located
. 3 (IB) There are at least 1000 shares available for a short sale

New formula xlqTypicalPrice calculated in realtime being the (High+Low+Last)/3. For historic series, xlqhTypicalPrice can now be used with a 0 date to return the current day’s Typical Price.
New formula for IQFeed xlqTickID, which is a unique ID for the returned tick data.
xlqSpread and xlqRange now return results for TDA / IB.
Correct xlqxh/xlqxiStdDev and BollingerBand formulae to use n-1, and not n.
Fix message frequency errors in IB
TDA can now work with symbols such as HLM-
Yahoo (Australian .AX symbols):  xlq will no longer include them in checks to ensure the last trade time is more recent than what has already been retrieved. This is due to the returned trade times being in EST, but the date being  local…
Due to MSN restricting historic access after 200 requests, xlq now has a built in limit of 200 symbols (day + week + month) for msn historic data.
Various other changes.
Documentation and xlqDemo.xls have been updated.
4.5 16 November 2011 (release 4.51)
25 August 2011 (release 4.5)
4.51 Release - 16 November
- TDA - Ensure compatibility with historic data, fixing historic dates being offset by 1.
- IB - Ensure compatibility with TWS versions greater than 920.5
- IB - Handle IB historic data pacing limits (not more than 60 historic requests in a 10 minute period). If limit reached xlq will continue additional requests after 10 minutes. Does not impact streaming data.
TDAmeritrade (TDA) supported as a new data source.
- Streaming real-time data for US equities and options.
- Historic and intraday 1 minute backfill data for equities.
- up to 600 symbols.
- Market Data is free for (non-professional) TDAmeritrade Account Holders. - No monthly data fees or maintenance costs.
- Option symbol syntax is symbol_MMDDYY(C or P)Price e.g. msft_071611C30 (or with decimal 30.5).
- Includes data such as ex-div date, dividend amount, open interest, Delta, Gamma, Vega, Theta, Rho.
- New status views for TDA, with possibility to reset connection.
New filter added for Yahoo data:
eliminates the problem where price updates have been interlaced with older recent quotes. Xlq will now only update a quote if the trade date/time is more recent than the last one stored locally.
Add new day formulae xlqPseudoHistOpen/Close/High/Low/Volume/Date, and an option in xlq preferences (under yahoo specific) to enable the functionality. Reserved for yahoo as the source, if enabled, xlq will record a log for 5 days for the related values. This can be useful when xlq is run frequently and the historic data for the symbols are not always available at market open (notably for Asian and some European markets), or for symbols that do not have any historic data from Yahoo
The reliability of the data would depend on xlq being run around market close to record the data.
xlqPseudoHistDate also returns the time of the data.
Xlq Com interface has new function (xlqDayData1) to support xlqPseudoHist… formulae.
Add xlqDelta, xlqGamma, xlqVega, xlqTheta supporting option quotes from IB and TDA.
In addition TDA also supports xlqRho.
Implied Volatility now shown for IB options.
xlqCompanion will now show a red Q overlay in windows 7 task bar when alert is active.
Improved grid scrolling and editing when using the keyboard. (e.g. entering a cell now keeps it original contents. Can now press tab (or shift tab), cursor keys  to end editing).
Support for new AAII Stock Investor Pro fields covering net current assets per share, relative earnings growth, relative price strength etc. aaiiDemo.xls has been updated.

From the status views, new option to delete the contents of a log.

Built with latest c++ and supporting libraries.
Yahoo-eu and yahoo-uk are no longer supported as day sources. Yahoo no longer has separate links for these, and the same data may be accessed via yahoo.
Modify xlqExDividendDate, xlqDividendPayDate and xlqDaysToExpiry to always return values and no longer text (**possible compatibility issues if you have been parsing the text**).
Various other changes.
Documentation, xlqDemo.xls and aaiiDemo.xls have been updated.
4.4 18 July 2011 (release 4.4.8)
25 May 2011 (release 4.4.7)
3 March 2011 (release 4.4.6)
8 November 2010 (release 4.4.5)
9 September 2010 (pre-release 4.4.1)
4.4 release 8 (18 July 2011) - fixes a data issues caused by an apparent faulty server at Yahoo by filtering of the garbage data, indicated by a message in the status view. Problems include garbage data, 1970 trade dates, xlq not closing on exit and high cpu usage.
4.4 release 7 (25 May 2011) - Re-establishes processing of msn day data (which stopped processing on 24 May after an msn update)
4.4 release 6 (3 March 2011) - Technical update addressing changes and compatibility issues with different data sources
- Addresses different issues due to recent changes at Yahoo which could lead to corrupt data, symbols not updating, and program hangs. Due to the changes aliases are no longer supported. If you are using an alias you would need to replace it with the underlying symbol, e.g. brkb with brk-b or ^spx with ^gspc.
- Address issues with msn where symbols could be invalidated due to minor server outages.
- Compatibility changes with iqfeed.
- better mouse support when using the views in xlq / xlqCompanion.
4.4 release 5 (8 November 2010) - Corrects all reported issues to date, including
- problem when using google with xlqxh formulae and 0 date as no day source, now invalidates.
- updated database handling.
- Allow correct copying from xlq to excel for countries using space as thousands separator. Space is now removed during copy to ensure pasted values are not treated as text.
- changes to msn day data processing with improved validation.
- update iqfeed processing to improve connection and avoid timeouts.
- Interactivebrokers- when using currency data from IB for Ideal and IdealPro no last price is returned from IB. xlq will now show last bid as last price, allowing for intraday calculations.
Pre-release 4 update (4 October 2010)
- problem with selection when copying from xlq/xlqCompanion to other applications.
- row not remaining selected after being moved in xlqCompanion
Pre-release 3 update (21 September 2010)
- resolves #xlq in excel in certain installations.
- eliminates a possible crash when using the stock manager.
- status view splitter was not always visible
Pre-release 2 update (14 September 2010) - 4.4 supports display and input of values based on windows settings (e.g. with , as decimal). This update corrects issues when entering fractions and ensures all values have the same formatting.
Pre-release 1 (9 September 2010) - Fixes data issues with Yahoo starting September 8 when requesting data for the symbol ^dji causing an invalid response and the whole data request to be rejected. New messages in status view, and symbols marked as not available shown in red in the stock manager.

XLQ 4.4 is a major update starting with the rebuilding of all projects and libraries from scratch, eliminating numerous old libraries and replacing and rebuilding a lot of the existing code. At the same time xlq /xlqCompanion now works with a new grid technology and provides an improved interface. It is also built with the latest version of c++ (as a result windows 2000 is no longer supported, windows XP or later is required).

New grids for all views allowing for the possibility to drag and drop columns, including to and from a field chooser (on the toolbar), allowing to sort by multiple columns, with a single click, etc. etc.
Add rsi intraday formulae (xlqxiAveGain, xlqxiAveLoss, xlqxiRelativeStrength, xlqxiRSI).
For bollinger bands, you can now enter a multiplier as xxx, e.g. 2 will be 2, 12 (and 112) will be 1.2, 108 will be .8, which will allow for fraction only multipliers.
Add Kaufman Efficiency Ratio (xlqhKaufmanER) as well as weekly, monthly, intraday and xlqxh versions.
Add 46 new aaii fields to xlq, notably Period Type (Q+Y) Update Type (Q+Y) and Depreciation and Amortization (cash flow) (Q+y+12m)
Stock Manager - fix problems with bulk deletes, also can now right click top left cell to both select all cells and display the menu
 Redesigned add symbol dialog and status views.
Old style registration codes (with serial number) can no longer be entered. If you are using one, contact me for a compatible registration code.
If using iqfeed, requires latest iqfeed client ( which can be downloaded here http://www.iqfeed.net/index.cfm?displayaction=support&section=download.
xlqCompanion has been totally rebuilt. At the same time some new features have been added, such as:
- moving, copying, cutting multiple rows.
- Multiple views, the first is as before unique to each grid, with the other 3 being common for all grids.
- Possibility to now include blank lines
- New grid with drag / drop column selection, possibility to sort multiple columns
Documentation, xlqDemo.xls and aaiiDemo.xls have been updated.
4.32 23 April 2010

Support for Microsoft Excel 2010 64 bit.

4.31 27 January 2010

update to address changes related to each data sources implementation of new option symbols.
For more details on the new formats please look at the FAQ

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
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 (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)
(Commodity Channel Index)
(SMA of Typical Price)
(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 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
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.
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.
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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