If you have a question please send an email to Support@qmatix.com.
If you do not find the answer here, consult the support page for more information.
- How do I enter an option Symbol?
- How can I tell if excel is 32 or 64 bit?
- How do avoid the prompt "Accept Incoming Connection" when working with InteractiveBrokers?
- How do I enter symbols in InteractiveBrokers?
- What version of Excel should I use?
- What is the difference between "refresh" on the xlq menu in excel and on the Q in the task bar?
- Can I prevent my active non xlq workbook from being recalculated, but keep my stock workbook updating?
- How can I refresh all historic data for a symbol?
- Can XLQ be used from other programs / programming languages?
- If I register now, what about future versions?
- Does xlq support currencies?
- Can I use XLQ with Excel on a Mac.
How do I enter an option Symbol?
Each source has their own syntax for option symbols, and support different amounts of data.
IQFeed use an expiration month code in their symbols,
The symbol for a MSFT July 2012 $30 put, expiring on Saturday 21st, would be:
(G is the code for a July Call)
InteractiveBrokers: MSFT 120721P00030000[SMART,OPT,USD]
(note that is 2 spaces between root symbol and the rest. If the root is 2 characters that would be 4 spaces etc.)
They provide realtime data including greeks, as well as intraday backfill and historic data.
If the amount was 30.50, it would be entered as 30.5
They provide delayed or realtime data, as well as intraday backfill and historic data, but no greeks.
They provide realtime data including greeks, but no intraday backfill or historic data.
Yahoo and Google do not provide option data for download.
For more details see the xlq resource page
How can I tell if excel is 32 or 64 bit?
To use xlq with excel it needs to be the same platform, i.e. 64 bit xlq will not run with 32 bit excel etc. Even if you are using a 64 bit version of windows you may still be using a 32 bit version of excel.
Excel 2013 / 2016: Click File / Account. Then click the About Excel box. The dialog windows will be shown with the full version number and platform shown at the top.
Excel 2010: Click File / Help. The full version number and platform will be shown to the right below the text "About Microsoft Excel".
Excel 2007 and earlier: You are using 32 bit excel and need 32 bit xlq. The first 64 bit version of excel is 2010.
Since xlq 4.9 it is also possible to right click the xlq Q in the task bar and choose view data / status. Then click the General Tab. The default version of excel detected on the computer will be shown, including whether it is 32 or 64 bit.
How do avoid the prompt "Accept Incoming Connection" when working with InteractiveBrokers?
You need to enter 127.0.0.1 (i.e. your local computer) as a trusted IP address into the trader workstation configuration option (in the API section). In TWS choose the menu Configure / API. Also consult the xlq help file which includes instructions with images.
How do I enter symbols in InteractiveBrokers?
For options see above.
As they cover numerous markets, and allow you to choose the origin of the data, xlq allows you to enter the exchange and currency along with the symbol. i.e. the symbol format is symbol[exchange,type,currency],
The default parameters are smart, stk, usd, in which case using the symbol hae would be sufficient.
A cross rate would be EUR.USD[IDEALPRO,CASH,USD]
The type, is per their api settings, and can be STK, OPT, FUT, IND, FOP, CASH and BAG
The exchange can be SMART (global), or depending on the symbol a specific exchange may be chosen.
To help determine the symbol to use, within their Trader Workstation, you may right click a row, and choose Contract Info / Description, and use the symbol, exchange and currency mentioned.
What version of Excel should I use?
XLQ will work with any version of Microsoft Excel starting from 2000.
XLQ is optimized for Excel 2002 and later. XLQ uses real-time data functionality available in these versions, allowing for much faster processing and greatly reduced calculation times.
For even better performance Excel 2010 and later is recommended.
What is the difference between "refresh" on the xlq menu in excel and on the Q in the task bar?
Refresh on the xlq menu in the task bar is used if you want to force a refresh of data from the internet from one or more data sources. Once the data has been retrieved, excel etc. will be notified of updates, and only values that have changed will be updated.
Refresh on the xlq menu in excel will force every xlq formulae in open workbooks in the specific instance of excel to refresh the data from xlq and be redisplayed. This will reload the values from xlq, but not force xlq to retrieve the values from the web (which will continue to done at the interval chosen in preferences).
Can I prevent my active non xlq workbook from being recalculated, but keep my stock workbook updating?
Microsoft Excel automatically recalculates all workbooks that are open, so if both are open in excel at the same time, both will be recalculated. However it is possible to have more than one copy of excel running. And if only one is connected to xlq, you may view your stocks updating in one while working in the other without any interfering recalculations.
How can I refresh all historic data for a symbol?
If you would like to force the re-retrieval of all data for a symbol for either daily or historic data, the fastest method is to delete the symbol from the data source. To do so select the xlq stock manager by double clicking the Q in the task bar. Choose the data source from the tabs. Choose your symbol and check the delete column. If you would like to select multiple symbols, highlight each row you would like to delete with the mouse, using the ctrl or shift keys to select the range, and then either press delete, or right click and select delete. Then press apply/refresh.
The stocks will again be automatically added as they are used in excel, or they may be added manually.
Can XLQ be used from other programs / programming languages?
Yes, from version 2.2 you may use xlq from any language or program supporting COM.
If I register now, what about future versions?
You are entitled to all upgrades released during a period of 1 year. After 1 year, you may continue using the last entitled version of xlq, or purchase a 1 year renewal license at a reduced rate.
Note that the program itself does not expire, only the right for new versions.
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.
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.
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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.
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.
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The more I use XLQ the more I appreciate what can be done with it.
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