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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 GeminIQ?

GeminIQ serves as an essential research platform that directly extracts financial data from raw SEC EDGAR filings, thereby removing the reliance on intermediary data aggregators. This method guarantees that each data point can be linked back to its original XBRL tag, allowing users to access the precise figures reported by the company rather than a generalized overview. The platform boasts a range of features, including an extensive archive of Financial Statements spanning over 17 years of both quarterly and annual reports; access to more than 50 Calculated Metrics, such as ROIC, Free Cash Flow Per Share, and Altman Z-Score, all derived from the tagged filing data; the functionality to build Custom Tables for creating reusable templates using specific line items; Interactive Visualizations for monitoring any metric over time; an Advanced Screener with over 100 filterable metrics and built-in presets like Buffett-Style and Magic Formula; the ability to create Custom Watchlists; tracking of Insider Transactions through Form 4; insights into Institutional Ownership from 13F filings; and Price Variance/Earnings Reaction Heatmaps that depict historical stock performance in relation to filings. Moreover, users benefit from timely access to newly filed documents, which are analyzed and made available within a single business day after submission to EDGAR, ensuring they stay updated with the latest available information. This commitment to rapid data availability significantly enhances the decision-making process for investors and analysts alike.

Media

Media

No images available

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 Trial Offered?
Free Version

Pricing Information

$29/month billed annually
Free Trial Offered?
Free Version

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

GeminIQ

Date Founded

2025

Company Location

United States

Company Website

www.geminiq.com

Categories and Features

Categories and Features

Popular Alternatives

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