Getting Started
- Introduction
- Download
- Installation & Activation
- Troubleshooting
- Data Refresh/Updates
- Software Updates
- Manage Your Subscription
- Example Spreadsheets
General Formulas
Yahoo Finance
Technical Analysis Toolkit
- Introduction
- Simple Moving Average (SMA)
- Exponential Moving Average (EMA)
- Volume Weighted Average Price (VWAP)
- Average True Range (ATR)
- Moving Average Convergence/Divergence (MACD)
- Bollinger Bands
- Relative Strength Index (RSI)
- Aroon
Federal Reserve Economic Data
(FRED)
IG Index / IG Markets
- Account Setup
- Formula Reference
- VBA Functions Reference
- Historical Price Data Download To Excel
- Historical Price Data Download To File
- Historical Client Sentiment Data Download
- Watchlists
- Live Positions, Transactions & Activity History
EODHistoricalData.com
Nasdaq Data Link
Interactive Brokers: Overview & Setup
Excel Price Feed provides a new library of simple to use Excel formulas which bring live prices and portfolio details into Excel (and more coming soon). All formulas can be used with either an Interactive Brokers live or paper trading account.
You can easily incorporate these formulas into your existing spreadsheets; there is no complicated RTD formulas to use and there is no dependency on any VBA code.
Setup
To use the Excel Price Feed Interactive Brokers formulas you need to have installed and logged onto Trader Workstation (TWS). If you do not have TWS installed, click here to download it from the Interactive Brokers website.
Once you have installed and logged onto TWS follow the steps below to configure TWS:
Trader Workstation (TWS) Setup
1. Select the "File" menu then "Global Configuration" option:
2. On the left side select "API" then "Settings". Ensure that "Enable ActiveX and Socket Clients" is selected. Also, ensure there is a "Socket Port" specified, usually this is set to 7496 by default, you do not need to change this.
3. Click "Apply" and then "OK" to close the Global Configuration dialogue.
Excel Price Feed Setup
1. Select the "Configuration Pane" from the Add-in toolbar in Excel:
2. Select the "Interactive Brokers" tab and then the "Setup" tab:
On this screen you can specify how Excel Price Feed will connect to TWS. Generally you can leave these settings as the default:
- Host: This is the host address of the machine where TWS is running, usually the same machine as Excel. If so you can leave default "127.0.0.1" address as this is the local machine. If you run Excel on a different machine then enter the IP address of the TWS machine here.
- Port: This should be the same as the "Socket Port" setting in the TWS API settings.
- Client Id: Every client API program that connects to TWS must have a unique Client Id, so if Excel Price Feed is the only app that you connect to TWS then you can leave the default value. If you have other apps that connect then please ensure this Client Id is unique (it needs to be a positive number).
Connect to Interactive Brokers
Once you have completed setup you can connect Excel Price Feed to Interactive Brokers using either the "Connect" button on the tab bar or on the Configuration Pane and start using the Excel formulas:
The "Connected" icon on the tab bar show whether Excel Price Feed is connected to TWS. There is also a log which shows any messages sent from IB/TWS to Excel Price Feed.