I don’t have Office 2007 or 2010, Can I use XLTrader?

XLTrader has been in development since 1999 and was originally designed for Office 97. Eventually versions for Office 2003 and office 2007 were developed. Those older versions are obsolete and are no longer supported. The new version is much better. However, customers who purchase the XLTrader Bundle can download the old versions from the Client area.

Is XLTrader 64bit ready?

No. 3rd party add-in are not yet supported in 64 bit office. To read more about 64 bit office click here. Also, two of the add-ins have functions that are in xll’s, XLIndicators uses the TA-Lib xll and XLCycles has its own xll. (An xll is like a dll but for excel and contains compiled C++ code). These xll’s will be updated to 64 bit sometime in the future

Does XLTrader support Intraday?

Yes! Using the Yahoo! real-time add-in, three of the templates can make intraday-bars. (Also, if your broker or data vendor supports excel you can make your own intraday bars. For instance MSN provides excel real-time quotes and we can use these to make intraday bars. A tech note on this subject will be prepared sometime in the future. The last resort is to copy and paste your data into the template. Be sure to use a "trading day" chart for your analysis to avoid large overnight gaps.

What are add-ins?

Each add-in is a Microsoft excel spreadsheet and associated VBA program. When a spreadsheet is converted to an Add-in, its extension is changed from .xlsm to .xlam. Add-ins are spreadsheets that are hidden from view and have a .xlam extension.

After you've installed an add-in, Its associated spreadsheet opens every time you start excel (but is not made visible to the user). When an XLTrader.xlam is first installed (either by clicking on it or through the conventional add-ins dialog box), it adds a tab and a group to the Excel Ribbon interface. Templates and add-ins are accessible from the XLTrader group on the XLTrader Tab. When other XLTrader add-ins are installed (which can be done the traditional way or through the XLTrader menu), their toolsets get added to the XLTrader tab.

xltrader ribbon interface

What are these Templates?

The template is a key piece of the XLTrader Add-in collection. They have pre-defined charts and are event enabled so you can click on points to select them. They are also configurable so you can download historical data and updates from Yahoo! finance. Templates can be modified (with your own copyright notice for instance) and the VBA (visual basic for applications) module is not password protected. You can save an XLTrader document (spreadsheet) using any name you like but you should always start with an XLTrader template. The templates have pre-defined charts (for Calendar day or Trading Days for instance) which the XLTrader Add-ins require.


Most XLTrader Add-ins are designed for POINT-&-CLICK convenience. Advance users can also access the Add-in functionality through VBA and or through the standard excel INSERT:FUNTION…:User_Defined menu interface.

What if the Add-ins don't work on my system?

There are so many different permutations of Operating Systems and versions of Excel that we can't test on all of them. For this reason we offer XLIndicators as a FREE download and we DO NOT issue refunds. We recommend that you download and install XLIndicators to make sure XLTrader is compatible with your system and that you are comfortable with the paradigm before purchasing add-ins from us. They’ve been developed on the earliest (windows) version of VBA capable excel (Office 97) on a computer running windows 98, were tested in Office 2003 running in Windows™ XP. And they are currently being developed on a 64 bit Windows 7 (running in 32 bit mode) Office 2010. A Macintosh Office 2011 version should be available soon.

Can I modify these Add-ins?

No, the source code for the add-ins is password protected and copyrighted. A developer’s kit will be provided for User who want to write their own add-ins that utilize the XLTrader framework. The developer’s kit provides VBA examples on how to call common XLTrader subroutines and functions. It will make it possible for anyone familiar with VBA (visual basic for applications) to create their own addins and extensions (Details we be provided soon)

Where Can I Find More Information?

XLTrader has a discussion group on google called XLTrader-Talk. Its free to join but you must have a google account linked to your email address.

Can this accept feeds from eSignal?

We do not partner with any data vendors. Some software developers give their software away but make money selling data subscriptions. We don't do that however, if your data vendor can supply excel compatible feeds then you should be able to analyze it in XLTrader. eSignal (Interactive data corporation) has a product called Qlink which can supply real-time quotes to excel. (A video showing Qlink subscribers how get their data into an XLTrader template will soon be available)

With Yahoo! data does XLTrader store history in a local database or does it import from Yahoo! again and again.

XLTrader is an Excel Extension. The data is stored locally (or on your network) as a .xlam spreadsheet. Every time you open the spreadsheet and retrieve new data from Yahoo! , it only fetches the new data not the entire history.

Apart from Yahoo! can it fetch Eod/RT data from Google/ NSE India Website

At this time XLTrader templates only support Yahoo! data download however, a csv file can be easily imported into Excel for analysis using XLTrader.

Can we create watchlist/ticker list sheets?

XLTools provides three templates that have rudimentary portfolio management capabilities. With XLTools you can define a portfolio (lists of ticker symbols) and download data for the entire portfolio into one spreadsheet (.xlam file) The history for each ticker is put on its own sheet. On the data sheet the portfolio symbols are selectable from a drop down list linked to cell A1. Portfolios allow you to define an analysis (i.e. a custom set if indicators) and quickly analyze a portfolio with it. When you update the spreadsheet, only the new data for each of the symbols is downloaded (not the entire history).

Is there a max number of data lines I can use with XLTrader? I noticed that that arrays formulas generated are limited to XXXX number of bars?

Short answer: no there is no limitation but depending on how much memory you have and what you are trying to do, you may hit a hardware limitation.

When you first launch a template you need to decide how many bars you will eventually want in it.  If you elect to download Yahoo! data then the template will be set-up to handle two times the number of bars you initially download.  If you download 500 bars the spreadsheet will be set up for 1000. If you opt not to download from Yahoo! a form asks you the maximum number of bars you want and defaults to 1000.   

After a template has been set up, all array formulas will be sized for the maximum number of bars. We prefer array formulas because they automatically recalculate when new data gets put into their referenced ranges but that feature comes at a cost.  Arrays formulas use more memory.  If the array were sized for Excel's maximum number of rows, performance would slow to a crawl (spreadsheet bloat) and the spreadsheet would become unusable.