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What is StreamXLS?

StreamXLS is a specialized RTD server for Windows that streamlines the transfer of real-time data from Interactive Brokers into Microsoft Excel. By leveraging the TWS API, it connects seamlessly to either Trader Workstation or IB Gateway, enabling users to effortlessly populate worksheet cells with account, position, order, and market information through native Excel RTD formulas, thereby removing the necessity for add-ins, VBA, or programming expertise. With StreamXLS, users can design their own personalized Excel dashboards, watchlists, and portfolio trackers according to their preferences, with values that refresh continuously in real-time. The service supports a broad spectrum of financial instruments, encompassing stocks, futures, options (with greeks), and foreign exchange, and it is versatile enough to handle multiple accounts, including those tailored for Financial Advisors. Furthermore, users can integrate order tickers directly within Excel for enhanced functionality. To utilize StreamXLS, users need to have desktop Excel installed on a Windows machine, maintain an Interactive Brokers account, and have active personal market data subscriptions. A complimentary 30-day trial is offered to new users, allowing them to fully experience the features and advantages of the service prior to making a commitment. This trial period provides an excellent opportunity for users to assess how StreamXLS can enhance their financial analysis and decision-making processes in Excel.

What is EquitySet?

An independent stock research platform, developed by a skilled team of traders and software engineers, serves investors who emphasize comprehensive research prior to investing their money. This platform supports users in the early stages of stock analysis by providing an array of tools, including stock reports, screeners, and watchlists, all aimed at helping investors monitor and identify potential opportunities for their investment portfolios. To enhance the user experience, it offers fair values and stock ratings, which assist in making educated investment choices. Furthermore, the platform delivers valuable insights into company valuations and ratings, helping investors to discover superior investment options. With a commitment to accessibility, it presents a forever-free plan that incorporates gamification features for weekly stock picking, allowing users to form lineups and test their skills against friends and competitors. The premium subscription unlocks even more in-depth valuation insights and detailed price information about various companies and their stocks. Users can easily receive ratings and fair values, while also utilizing a variety of tools to monitor and get alerts on promising investment opportunities. A unique feature allows users to create private leagues and invite friends via email, fostering a competitive yet educational atmosphere for stock selection. Ultimately, this platform not only empowers investors to make informed decisions but also encourages interaction within the investment community, enhancing the overall experience. In this way, it combines comprehensive research tools with a social aspect to create an engaging environment for all users.

Media

Media

Integrations Supported

Interactive Brokers
Microsoft Excel

Integrations Supported

Interactive Brokers
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$59/month
Free Version
Free Trial Offered?

Pricing Information

$20 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

StreamXLS

Date Founded

2026

Company Location

United States

Company Website

streamxls.com

Company Facts

Organization Name

EquitySet

Company Location

United States

Company Website

equityset.com

Categories and Features

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