by QMatix

Delivering the Stock Market to Excel




Your solution to working with market data in Microsoft Excel since 2000

Insider Transactions
and More...
EOD Historical Data (EODHD)
Financial Modeling Prep (FMP)
Norgate Data
Charles Schwab
Streaming Real-time Intraday Snapshots Historic Daily Weekly Monthly Upcoming Events
  Schwab Tradier Tiingo AAII


 Realtime Streaming

Work with streaming realtime and / or x-minute snapshot data from multiple data sources simultaneously from virtually any market.
If a source has a symbol for it, it is probably available.

Keep reading...


 Historic Data

Hundreds of predefined indexes and calculations are available covering historic day, week and month data.
Historic dividends, splits, earnings, estimates are also available as well as upcoming.

Keep reading...



Work with detailed financial data (income statement, balance sheet and cash flow) from different data sources.

Worldwide markets are covered including historic fundamentals, metrics and ratios.

Keep reading...



Unique historic intraday formulae allow you to reference data by date / time on multiple intervals with or without extended hours. Reference data relatively or within a time range.

Keep reading...

 need COM?

includes a COM interface allowing you to use xlq2 via any program or programming language supporting COM


xlqCompnanion, a simple protfolio or stock list manager is included with built in trailing stop management.


XLQ2 has been constantly developed and improved since 2000, making it a stable, reliable and time-tested solution. But if you have a problem, a question or a wanted feature, support via email is direct with the programmer.

 Free Trial

Not sure if xlq2 is for you, or will cover your needs? Just download and try it. You may install and use a fully functional version of xlq2Lite, no limits, no nag screens, no timeouts, for 3 weeks before deciding if you wish to purchase.
A trial of all xlq2 features (around 3 weeks) may also be requested

A Real Time Saver

XLQ2 allows you to work with market data in the way you want. No interface or program design restrictions. Create your own layout or easily modify any existing spreadsheets to have them always updated and up to date, even in real-time.

As xlq2 allows you to work with multiple data sources simultaneously you may choose the best source for specific data, or use mulitple to compare, or simply switch in case of an outage.

Built for Everyone

XLQ2 is used by the individual investor for basic portfolio management or following of trailing stops. By financial advisors, journalists, newsletter editors, financial institutions and professional traders in many different markets around the world.

It is used for investment tracking, financial analysis, decision making, risk assessment, back-testing, and as the core of trading systems.

Want to try xlq2Lite free for 3 weeks? Just Download and Install

Upgrade to a full xlq2 trial by simple request

User Comments

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.

- C.B.

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.

User Comments

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.

User Comments

Thank you, Leo. The new Companion is not only fixed but it is gorgeous, much easier to read (not to mention the new features). Best regards from a delighted customer

- T.T.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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

- R.G.

User Comments

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.

User Comments

By the way your program is excellent. Over the years I have built quite an extensive stock management program using vba and excel. It pulled data from several different financial databases and the web in addition to performing complex computations to generate buy sell hold signals. When I found your xlq program it eliminated 95% of the programming I had to do and significantly enhanced my analysis capability. I now rely on xlq almost exclusively. I can't thank you enough for your work on xlq and wish all the best to you.

- D.B.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

Leo as you know I have been using XLQ since you published your first version. Having never said much other than suggestions which many you have included but I think it is time I told you and the community what an incredible time saving product XLQ has been. I use it almost daily to prepare fundamental data models. It will pay for itself the first time anyone uses it. I think you have created a very valuable tool and that the investment community both individual and professional should own and use XLQ. Keep up the great work

- N.F.

User Comments

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.

User Comments

I want to thank you for such a wonderful and useful product. I was able to comfortably evaluate it within the 45 day trial period. Most software vendors only give you 30-day trials – sometimes that is not enough. Your 45-day trial period is about right and I thank you for it. I have always been skeptical about downloaded software and I was quite hesitant to pay the price, but now I honestly believe you have earned my respect. Not only is your product great – you are available to support it. I hope that in the future you will be able to add more functions. However, as it is – I have found your product very useful. I had dreamed about these data download possibilities several years back – you made it a reality. You deserve to be rewarded for having such a wonderful product and having the initiative to pioneer this badly needed service

- M.D.

User Comments

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

- C.B.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

I congratulate you on a great product. I started using XLQplus last week and it works the way software should. I’ve been a programmer for 25 years (co-founder of ------) so I know a little about software. Unlike most software, XLQ just works; and works transparently without any set-up or fussing around. It has already saved me a couple of hours a day and allowed me to do additional analyses. Thanks for a great product at a great price.

- T.H.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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

- T.K.

User Comments

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

- L.S.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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.

User Comments

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

- R.D.

User Comments

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

- F.B.

User Comments

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

- G.R.

User Comments

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.

User Comments

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

- H.A.

User Comments

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

- D.L.

User Comments

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.

User Comments

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

- S.P.

User Comments

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

- S.M.

User Comments

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

- M.C.

User Comments

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

- A.T.

User Comments

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

- P.B.

User Comments

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

- R.M.

User Comments

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

- S.S

User Comments

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

- W.B

User Comments

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.

User Comments

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.

User Comments

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.

Core Features and Benefits!

  • Supports Microsoft Excel 2000 and later (including Microsoft 365).
  • Supports Windows 7 to 11 (including if used on a Mac). Windows 8 or later if source uses authentication (Schwab / Tradier)
  • Available in 2 versions, xlq2 and xlq2Lite.
  • 32 and 64 bit downloads.
  • Over 1000 different formulae.
  • Work with multiple data sources simultaneously (free and subscription).
  • Historic, Streaming, Real-time, Delayed and Intraday quotes.
  • Detailed fundamental data (xlq also provides an excel and com interface to AAII's Stock Investor Pro Database).
  • Covers worldwide stock, index, fund, options, futures and currency an crypto data.
  • Built in Trailing Stop calculations and alerts via xlqCompanion.
  • May be used through VBA to create custom formulae and analysis routines as well as via excel charts.
  • COM interface may be used via any program or programing language supporting COM.

Data Sources

aaii stock investor pro

via xlq2 / xlq2Lite you may use formulae to access all of AAII's Stock Investor pro data in excel and through xlq's COM interface, allowing for new levels of custom analysis.

Over 3000 data points for around 7000 companies covering quarterly and yearly historic P&L, balance sheet, and cash flow.

As well as valuations, estimates, growth, multiples and ratios of all sorts. (including for sector and industry.)

  • Create spreadsheets analyzing detailed financial data (sample aaiiDemo.xls provided)
  • Work with the data without knowing the symbol to find the investment that matches your requirements (sample aaiiMacro.xls provided)
  • Can work with up to 5 different databases simultaneously, allowing for numerous back testing possibilities.

Requires a subscription for Stock Investor Pro with AAII

Click here to visit AAII and find out more

via xlq2 / xlq2Lite you can work with data for cryptocurrencies from CoinMarketCap (currently over 4000).

Includes formulae for their Rank, MarketCap, Available Supply, and 1 hour, 24 hour and 7 day percent change.

You would need to enter your CMC token into xlq. The functionality supported is the same for all their subscription levels, including the Basic / free subscription. 

Data is updated every 30 minutes (may be changed)

Click here to visit CoinMarketCap

 xlq2 provides a thorough interface to access and work with the vast amount of data available via EOD Historical Data.

Over 60 exchanges covered as well as options, cryptos, forex, commodities, bonds etc. etc.

Historic daily, weekly, monthly data (unadjusted, split, or split and dividend adjusted) + delayed data

Over 20 years of quarterly and yearly financial data (balance sheet, cash flow, income statement)

Historic and upcoming dividends, splits, earnings. target pricing, constituents, insider transactions etc. etc.

Bulk data requests... Special views...

Raw data files saved for further use.

Click here to visit EODHistoricalData (special xlq2 pricing)
Financial Modeling Prep

 xlq2 provides a thorough interface to access and work with the vast amount of data available via Financial Modeling Prep (FMP).

Over 50 exchanges covered as well as cryptos, forex, commodities etc. etc.

Historic daily, weekly, monthly data (split, or split and dividend adjusted) + realtime snapshot data

Over 30 years of quarterly and yearly financial data (balance sheet, cash flow, income statement)

Formulae covering quarterly and yearly financial growth, key metrics and ratios, as well as TTM

Historic and upcoming dividends, splits, earnings. target pricing, insider transactions etc. etc.

Bulk data requests... Special views...

Raw data files saved for further use. (xlq2 signup and special pricing)

 xlq2 / xlq2lite supports streaming real-time data as well as intraday backfill and historic data from Interactive Brokers for numerous markets and products around the world.

  • Interactive Brokers provides direct access trade execution and clearing services to individuals, advisors, institutions, and brokers at deep discount commissions.
  • Interactive Brokers premier technology allows customers to trade stocks, options, futures, forex, and bonds on over 50 markets worldwide from a single IB Universal account at best execution prices.
  • Interactive Brokers and its affiliates execute over 20% of US options trades, and IB Group was ranked by Institutional Investor as the 16th largest US securities firm with $2.1 billion in capital.

Requires an account with Interactivebrokers and works with your the data with which you have a subscription.

Click here to visit Interactive Brokers

 xlq2 / xlq2Lite supports streaming real-time data as well as intraday backfill and historic data from IQFeed

  • Microsecond Precision.
  • Streaming real-time data for US and Canadian Equities.
  • Real-time or Delayed Options and International Futures data.
  • Intraday backfill
  • Historic Day / Week and Month Data.
  • includes almost 50 additional formulae covering their detailed quote data.
  • At least 500 simultaneous streaming symbols with IQFeed (up to 2500), 1800 with DTN.IQ.

Requires a subscription with them. Possibility to request a trial of their service. Their $50 startup fee is waived for xlq users

You will also need to download their client software, which you can do from here

Click here to visit IQFeed
Norgate Data

xlq2 supports historic data for US, Canadian and Australian equities (+ Australian Warrants and Exchange Traded options), indexes, futures and forex from Norgate Data.

  • Adjust data as needed, can work with data adjusted for dividends, and non adjusted at the same time.
  • Delisted symbols.
  • Market data back to 1950.
  • Historic Index Constituents.
  • Fundamentals.
  • Amount of data depends on subscription level with Norgate Data.
  • No symbol or request limits.
Click here to visit NorgateData

 xlq2 supports real-time snapshot data for US markets from Schwab.

  • Snapshot real-time data for US Equities, Indexes, Options, currencies, futures and futures options (no built in limits).
  • Intraday backfill and historic data depending on instrument. (historic data is not available for options)
  • Market Data is free for Account Holders.
  • May also be used with an up to date xlq2lite license (500 simultaneous symbol limit for day data, 2000 for historic. Include support for options but not currencies, futures, futures options or xlq2 formulae).
Click here to visit Schwab

xlq2 supports historic equities, options and indexes for US and Canadian symbols from Stockwatch.

  • Unlike other sources this data is retrieved per market day for all symbols traded and not by symbol.
  • At minimum the intermediate subscription with them is required.
  • CSV files are also stored per day for alternate processing if needed.
Click here to visit Stockwatch

 xlq2 supports streaming real-time data for US equities and options from Tradier.

  • Streaming real-time and snapshot data for US Equities, Indexes and Options.
  • Intraday backfill and historic data including for options.
  • Possible to work with chains, and all options for all dates. (also viewable in xlq2 via the Tradier view)
  • Market Data is free for Tradier Account Holders.
  • May also be used with an up to date xlq2lite license (500 simultaneous symbol limit for day data, 2000 for historic and no options or support for xlq2 formulae).

Click here for more details

Click here to visit Tradier

 xlq2 / xlq2Lite supports historic and real-time snapshot data for US and Chinese equities, funds and crypto currencies from Tiingo.
Historic equity data from the 1960's.

Their free and subscription data is support. Requires signup with them to receive a token.

Click here to visit Tiingo
scroll to top screenshot

Via xlq2 / xlq2Lite you can work with Yahoo Finance download data covering historic data for a number of different markets around the world.

Click here to visit Yahoo! Finance

* - requires xlq2
** - requires xlq2 for full access / partial  support via xlq2lite (with valid license)

Feature List

Base Functionality  xlq2Lite  xlq2
xlq2 Data engine:
  • including the stock manager and data views available by right-clicking the Q in the task bar.
  • Enhanced data processing (redesigned to handle more data simultaneously.
  • Enhanced views (can filter data across multiple columns) including symbol selection.
XLQ2 data engine (Extras)
  • Historic Period View to view data for all symbols for a specific market day.
  • EODHD view and period views covering all underlying symbols and detailed data from EODHistoricalData .
  • FMP view and period views covering all underlying symbols and detailed data from Financial Modeling Prep.
  • Norgate views covering all underlying symbols from Norgate Data includes summary and constituent views.
  • Tradier view covering options and underlying data.
  • Extra views covering dividends, splits, earnings and financials.
COM interface. Use formulae from any program or programming language supporting COM.
xlqCompanion. A grid based portfolio or stock list manager.
Formulae (for more details, choose Resources  / Formulae help from menu at top of page)
Day formulae
Around 40 formulae covering basic historic price information such as price, bid, ask, size, volume, high, low, time, yield, price per earnings etc.
Day formulae (additional)
Over 70 extra formulae covering other information such as dividend amount, institutional %, beta, open interest, delta, gamma, vega, theta, rho, volatility, split date etc.
Day formulae (more additional)
Over 80 more, covering other information such as short interest, insider %, float, cash, debt, revenue per share, revenue per employee etc.
'xlqh' Historic Formulae (day, week and month)
Around 40 formulae covering basic market information such as open, close, low, high, volume, change (and %)
and additional calculated values based on preference settings such as SMA,EMA, MACD, True Range, DMI, ADX etc.
'xlqh' Historic Formulae (additional)
Around 50 pre-calculated formulae (based on preference settings) such as RSI, CCI, LSMA, Stochastics, Williams %R, Bollinger Bands, Kaufmann Er, PPO, PSAR, Force Index, Trix, Fractal Dimension, Connors RSI, Keltner Channels, Vortex Indicator etc.
'xlqxh' Historic Formulae
Same as 'xlqh' but allows for 'on the fly' calculations with intervals and options specified as parameters for unlimited calculation possibilities (around 70 formulae). Possible to calculate results on a series into the current trading day and last real-time price.
'xlqrh' / Historic Range Formulae
Returns calculation results based on start and end dates. e.g. highest close or date (or highest high, lowest low etc.), drawdown or drawup, rate of return, StdDev, mean etc.
Historic Formulae (additional)
Extra historic formulae covering the extra data available via xlq2, including for
  • Historic and Upcoming Dividends
  • Historic and Upcoming Splits
  • Historic Constituent info
  • Historic and Upcoming Earnings
  • Balance Sheet. Income Statement, Cash Flow (Quarterly and Yearly)
  • Historic Financial Growth, Key Metrics, Ratios (Quarterly, Yearly and TTM)
  • Option formulae to work with all dates / strikes, build chains and find prior or next dates and strikes.
  • Extra formulae for EODHD
  • Extra formulae for FMP
  • xlqhNorgate returning over 150 financial / fundamental values form Norgate data
Historic Intraday Formulae
Providing xlqhi, xlqxhi and xlqrhi equivalent to the above historic formulae but on  x minute intervals.
  • Works with multiple time intervals (specified in the formulae).
  • Can work with months of data (depending on source) including historic and / or current day / realtime updating .
  • Can reference data by date / time or relative reference.
  • Can work with market hours only and / or include pre/post market.
  • xlq2 view with intraday by date allowing for multiple intervals.
Intraday Formulae (original / deprecated)
Like historic data, but on an X minute interval returning basic market information such as open, close, low, high, volume, change, or for tick data bid + size, ask + size, last price + size.
Backfill data is automatically requested from supported sources.
'xlqxi' Intraday Formulae - Like the xlqxh formulae, returns calculated results on an X minute interval for around 70 formulae.
limited to one interval and 2000 bars maximum, superseded by the more powerful historic intraday formulae above.
Upcoming Events
Upcoming Dividends, Splits, Earnings Announce dates and Estimates, Target
xlqaaii formula
Returns results for over 3000 fields from the AAII Stock Investor Pro database (if installed).
Covering income statement, balance sheet and a lot of other financial and fundamental data for listed companies, as well as their sector and industry.
xlqaaii custom formula
Over 50 additional values calculated on AAII data including for
  • Equity Sustainable Growth Rate
  • Leverage
  • Excess Cash
  • net operating profit after tax (NOPAT)
  • NOPAT Return On Invested Capital
  • Owners Earnings ROIC
Full list included in additional sample xls.
Supported Data Sources
AAII Stock Investor Pro
AAII Stock Investor Pro (Additional Support)
EOD Historical Data (EODHD)  
Financial Modeling Prep (FMP)  
Interactive Brokers
Norgate Data  
- partial support (additional functionality available with xlq2)
not all data-sources return the same information. Certain formulae would only return results depending on the source used.

New Tips and Tricks Page
  • A quick reference guide to using xlq2 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.


17 June 2024

XLQ2 24.3 released

  • xlqPrice2, xlqBid2 and xlqAsk2

    Specialized versions to return

    • up to 20 prior values
    • the trend
    • as positive or negative depending on movement.
  • Tradier

    xlq2 may now automatically renew authentication eliminating the need to sign in daily

  • Schwab

    includes all the latest updates.

  • More. >>

Current Offers

1 year of upgrades included
Purchase xlq2Lite for $159
Purchase xlq2 for $299

Join the XLQ2 Users Group


xlq2 has been recommended in the following:

Definitive Guide to Position Sizing

Van Tharp

Paul King