The below guides offer step by step instructions for using TDAmeritrade's authorization process, how to setup your own personal consumer key or troubleshoot any problems.
For xlq to work with TDAmeritrade market data provided with your account, you need to authorize it. If you are not using your own personal consumer key (see 'configure personal consumer key' below, you need to ensure 'use
personal consumer key' is blank, and display the signin window by clicking the ... button in
secure login, or clicking 'open signin windows, or pressing Alt-Ctrl-Shift-T
Doing so grants access for 90 days, and you should renew it again before it expires to avoid disruption.
This will open a browser window allowing you to login to your TDAmeritrade account. Enter your User ID, password, click Login and follow instructions for any 2-step security questions
You will then be asked to Allow xlq access. xlq only accesses market data, and does not place trades, display balances or move money as is shown by TDAmeritrade.
Once Allow is clicked and authorization completed, a message is displayed. Clicking OK will automatically close the windows. xlq will now connect automatically and return data based on the permissions granted.
By default xlq is configured to work with TDAmeritrade with multiple users, but it is possible to request your own consumer key providing extra advantages including added security (only managed by you, working only with your account) and control (any limits apply to you and not as a group). A TDAmeritrade authorization will only return data to 1 computer at a time.
If you have not already done so you would need to register at
Click Register, and enter your user details, i.e.
first name, last name, user name (best use an 8 character name as it refuses if it contains spaces, is too long or too short),
your email address (if using with your TDAmeritrade account it needs to be the same email as
associated with your account. If you plan to open an account later, or if it is for delayed data, another email may be used).
Accept the API Developer License agreement, and enter the characters shown in the image to confirm that you are not a robot,
then click Create new account.
Once your developer account is setup you may add an application by selecting 'my apps' then 'Add a new App'.
Give your App a name (no more than 15 characters). This is the name that will be referenced when you sign into TDAmeritrade to authorize its use. Then complete the other fields.
Once added, approval is usually immediate, but it will indicate 'approved' once active.
You will then need to select your app and choose edit, and specify the callback URL which needs to be https://www.qmatix.com/OAuth2.php. Once completed, selecting 'Details' you would see
something similar to
Then select 'Keys' and note your consumer key, which you will need to enter into xlq preferences
From the xlq menu, choose preferences, then select data source specific, TDAmeritrade and enter the consumer key, or copy / paste it as it needs to be identical. Once entered the value is encrypted and only the first 5 characters are displayed. If you change it, you would need to re-enter it entirely. Once entered click Apply which will remove any prior authentication
You may then signin to authorize by clicking the ... button in
secure login, or clicking 'open signin windows, or pressing Alt-Ctrl-Shift-T
Once allowed, all connections will be via your personal consumer keys authorization.
xlq uses built in windows Internet Explorer / Edge web browsing to login and authorize with TDAmeritrade. A version compatibility setting is required to be set in the windows registry and is done automatically.
If this setting is not present TDA login will fail with a script error as below, and is likely due to your security
software blocking the registry update and you would need to enter it manually.
To do so, run regedit and browse to
Add a new DWORD 32 bit value called xlqeng1.exe,then modify the value, setting it to decimal 11001
You may then restart xlq and signin.
New Tips and Tricks Page
- A quick reference guide to using xlq with excel including shortcuts, tips etc.
- Examples and explanations for all user levels.
Also available via the Resource menu above, along with references for formulae, symbols etc.
14 November 2022
XLQ2 22.21 released
- Improved excel updating (up to 3 times faster)
- New BollingerBands2 and KeltnerChannels2 formulae to chose averages and data types
- Can now choose to copy / paste data from xlq with headers.
- New formulae from coinmarketcap
- New formulae from interactivebrokers and more
- Insider Transaction data now supported via EODHD with 15 new formulae and bulk / period view support
- New sources supported via Norgate Data covering Australian Warrants and Exchange Traded Options
- 22 new formulae supported via the xlq2 data source
- More. >>
Pleased with the service and support
or feel extra has been earned?
Your acknowledgement is appreciated.
It is so uncommon in this day and age to receive top-level, human support and I appreciate that immensely. The quality, breadth and utility of your product is incredible, but even more impressive is the level of support you provided to me, just one individual customer. You may quote me on that. Thank you.
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.
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.
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!!!
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 !!
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.
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.
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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.
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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.
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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.
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.
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.
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.
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!
Thank you so much for your help and your phenomenal programming. XLQ is awesome.
I use your XLQ product all the time. Some of the best money I've ever spent on software.
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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.
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