by QMatix

Delivering the Stock Market to Excel

XLQ2

What is the difference?

 

Licensing

xlq2 requires a valid and up to date xlq2 license to run.

If you wish to run a trial of xlq2 you may request a 3 week temporary license by emailing support@qmatix.com

Unlike xlq (xlqLite / xlqPlus), xlq2 will not run as a trial version without a license, and will not continue to function after the license has expired.

It is not possible to use xlq2 with an xlqPlus/xlqLite license, but it is possible to use xlq with an xlq2 license, in which case it functions exactly like an xlqPlus license and may be used expired (with version released prior to expiry date).

You may upgrade from a valid and current xlqPlus license, and extend the license yearly using the reduced renewal rate.

 

Design

xlq2 has all features of xlqPlus and more. xlq and xlq2 are compatible. Everything designed with xlq will work in xlq2, and everything designed in xlq2 will work in xlq (except for xlq2 specific features).

xlq has been designed and optimized since 2000 and has stood the test of time. xlq2 has been in development since 2011 as an alternative to better handle more data, faster and to lay the ground work for extra functionality difficult to implement in the existing design.

Over time many improvements from xlq2 have found their way into xlq, and both share common functionality but core designs continue to differ.

In short, data storage, memory, thread handling and processing are different. This allows xlq2 to do more simultaneously with the same data allowing for more complex processing, providing faster access, more possibilities and already lays the groundwork for new features.

 

Which should I use?

xlq is already very fast and robust. If it covers your needs then it would remain the choice and you would likely not notice much difference to using xlq2. If you feel you are only using a fraction of xlq or getting started then xlq is the recommended choice.

But if you feel you are pushing excel / xlq to the limit, performing more complex analysis, require more processing power, need to work with more data or require features build on and into xlq2 then xlq2 is the recommended choice.

To make full use of the new engine, in partnership with Norgate Data, xlq2 supports NDU as a subscription source bringing many new possibilities, some being outlined in the examples below. (A subscription to Norgate Data is not needed to use xlq2 but would be required to access their data).

Both xlq and xlq2 will continue to be developed and improved, and the different designs and licensing will allow for the inclusion of more advanced features and feeds for those who need them, allowing everyone to choose a solution which best covers their requirements.

The Data Engine / Views

xlq2 historic view 

Filters

With xlq2, all views relating to historic data will now allow you to filter the data per column, as is shown in the above image of the historic view. It is possible to filter on multiple columns and different criteria.

Enhanced Historic View

In addition to filters, the historic view now also shows all symbols for the source, which can be selected one after the other, and also be filtered. Additional Tabs also show detailed dividend and split information (depending on source). Data may be viewed as dividend and split adjusted, split adjusted, or unadjusted.

New Historic Period View

In xlq2 it is also possible to view the data by calendar day (or week or month).

Norgate Data View

If using Norgate Data as the source it is possible to view and query information on all symbols that are available to you, along with detailed descriptions, including for delisted symbols.

In Excel

To support the additional data from Norgate Data, a number of new formulae have been added to xlq2, included in the new sample spreadsheet, xlq2Demo.xlsx, installed with xlq2. The below images are all taken from xlq2Demo.xlsx

The following new Norgate data sources can be used (requiring related data subscriptions)

NORGATE-US
NORGATE-AU
NORGATE-WORLD
NORGATE-USINDEX
NORGATE-AUINDEX
NORGATE-FUTURES
NORGATE-ECONOMIC
NORGATE-FOREX
NORGATE-CONTFUTURES
NORGATE-CASHCOMMODITIES

It is possible to reference symbols in xlq for the source as !1, !2 for macros etc, e.g.=xlqhSymbol("!1","norgate-us")

Data from  Norgate Data is adjusted as per the preferences settings, but it is also  possible to get specific adjusted data by prefixing the symbol as follows:

} Adjusted for Splits
~ Adjusted For Splits and Dividends
] No Adjustments

The following new basic formulae are supported

Name xlqhName
Exchange xlqhExchange
Description xlqhDescription
First Date xlqhAvailableFirstDate
Last Date xlqhAvailableLastDate
Record Count xlqhAvailableRecordCount
Asset Type xlqhAssetType
GICS xlqhGICS
Currency xlqhCurrency
Dividend Rate xlqhDividendRate
EPS xlqhEPS
franked pcnt xlqhFrankedPcnt (AU only)
short sell xlqhShortSell
expirydate xlqhExpiryDate
exercise price xlqhExercisePrice
exercise type xlqhExerciseType
sharespercontract xlqhSharesPerContract
issue xlqhIssue

New formulae for Splits and Dividends

Dividend Date xlqhDividendDate
Dividend Paid Date xlqhDividendPaidDate
Dividend Amount xlqhDividendAmount
Dividend Type xlqhDividendType
Split Date xlqhSplitDate
Split Factor xlqhSplitFactor
Split Reason xlqhSplitReason
Split Type xlqhSplitType

 

Financials / Fundamentals via xlqhNorgate

In addition, over 150 data fields are returned via xlqhNorgate, covering
fundamentals referencing the current price
trailing 12 month fundamentals
Most recent quarter/interim reporting period
Most recent completed fiscal year
Broker Consensus Forecasts/Projections

For the complete list see xlq2Demo.xlsx

 


 

Indexes and Constituents

It is also possible to obtain the constituent list of certain indexes (current or also including historic symbols) as well as the list of indexes a symbol belongs to. It is also possible to check if a symbol was part of an index on a specific day

IEX

Historic and Day data are also supported from IEX (no cost or subscription), with new views and formulae added to support the extra data

 

 

 

LATEST NEWS:

26 October 2018

XLQ2 is now Available

XLQ 6.3 released

Supports Excel 2019

XLQ2

  • All new data engine
  • New data source: NorgateData
  • new data source: IEX
  • Over 100 new formulae covering, dividends, constituents, fundamentals
  • More. >>

XLQplus

  • New data source: Tiingo
  • Supports IQFeed's latest protocol
  • More. >>
Current Offers

1 year of upgrades included
Purchase xlqPlus for $159
Purchase xlq2 for $299

Pleased with the service and support
or feel extra has been earned?

Your acknowledgement is appreciated.
Thank you

User Comments

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

- M.N.

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

- C.A.

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

- R.S.

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

- P.G.

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

- D.P.

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

- E.H.

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

- R.B.

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

- R.G.

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

- A.D.

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

- M.S.

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

- J.T.

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

- W.H.

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

- D.B.

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

- B.H.

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

- C.B.

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

- M.Y.

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

- H.S.

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

- R.S.

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

- D.B.

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

- D.H.

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

- R.H.

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

- F.D.

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

- P.S.

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

- D.T.

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

- T.K.

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

- L.S.

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

- W.H.

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

- C.A.

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

- W.G.

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

- R.K.

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

- V.D.

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

- L.D.

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

- M.M.

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

- B.K.

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

- K.L.

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

- S.C.

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

- T.B.

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

- D.F.

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

- R.D.

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

- F.B.

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

- G.R.

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

- J.P.

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

- H.A.

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

- D.L.

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

- D.E.

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

- S.P.

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

- S.M.

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

- M.C.

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

- A.T.

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

- P.B.

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

- R.M.

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

- S.S

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

- W.B

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

- E.D.

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

- V.P.

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

- J.B.

Join the XLQ Users forum
Click here to join xlqusers

Books

xlq has been recommended in the following:

Definitive Guide to Position Sizing

Van Tharp

Paul King