Introducing Schwab
Schwab account holders may work with market data from Schwab via xlq2:
- Covering US equities, options etfs, funds,indexes, currencies, futures and futures options.
- Historic day / week / month data is available as split adjusted.
- Realtime snapshot data is supported via the schwab day source include pre / post market.
- Historic intraday formulae are also supported.
- Option data includes greeks, realtime snapshot (no historic).
- Data is free for Schwab account holders with no built in limits within xlq2.
- and more.
For full support and functionality an xlq2 license is required however the Schwab day and historic data sources are also available to xlq2lite users with an up to date license (limited to 500 simultaneous symbols (2000 for historic), including for options. Excludes Currencies, Futures, Futures Options and xlq2 specific formulae).
To start working with Schwab via xlq2, in addition to an active xlq2 / xlq2lite license you would require a Schwab account. If you do not already have one you may find more info here: https://www.schwab.com/open-an-account
Schwab is also available to international clients depending on location.
Click below for more info:
To work with Schwab via xlq2, authorization needs to be renewed every 7 days.
On first use, this needs to be done via xlq preferences. The dialog will then be show automatically when renewal is needed. It is also possible to clear or re-request authorization from xlq preferences.
If you authorize on another computer Schwab will invalidate any prior authorization.
If xlq detects that an authorization is no longer valid, it deletes it, in which case the source becomes unsubscribed and login will need to be performed again via preferences. i.e. even if not used at the same time on the computers, signing in on one, signs out on the other.
Realtime snapshot data and historic split adjusted data (day, week and month) are available for US stocks, options, etfs, indexes, mutual funds, currencies, futures etc.
Using Schwab as a source, in addition to working with individual option symbols (with greeks) for realtime snapshot data, you may also work with options data in a unique way, in that ALL option data are also available for an underlying symbol providing detailed data for all option prices for all dates
In addition to the detailed data and possibility to construct entire chains it is also possible to find next / previous expiry dates or next / previous valid price.
Data may be constructed as needed in xlq2 but it is also possible to query and work with the data in the Schwab view where there are views for dates, calls, puts, and a straddle view
The Schwab view available via the Q menu allows you to view, query and filter the data
New Tips and Tricks Page
- A quick reference guide to using xlq2 with excel including shortcuts, tips etc.
- Examples and explanations for all user levels.
Also available via the Resource menu above, along with references for formulae, symbols etc.
LATEST NEWS:
12 September 2024
XLQ2 24.41 released
-
xlqPrice2x, xlqBid2x and xlqAsk2x
Specialized versions based on price differences to return
- up to 20 prior values
- the trend
- as positive or negative depending on movement.
-
Schwab
includes all the latest updates.
Option Chain functionality now supported and Schwab view added
-
New option date formulae
To calcualte a trend and target price for a given expiry date based on volume and open interest
- More. >>
Current Offers
1 year of upgrades included
Purchase xlq2Lite for $159
Purchase xlq2 for $299
Pleased with the service and support
or feel extra has been earned?
Your acknowledgement is appreciated.
Thank you
User Comments
It is so uncommon in this day and age to receive top-level, human support and I appreciate that immensely. The quality, breadth and utility of your product is incredible, but even more impressive is the level of support you provided to me, just one individual customer. You may quote me on that. Thank you.
- C.B.
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.
- M.N.
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.
- C.A.
Just to let you know that, the new version works much better & faster than the older one. I like it a lot, fantastic job you did!!!
- R.S.
Many thanks indeed for your clear and very rapid reply. I am not used to this type of quality service - I thought it went out of fashion years ago !!
- P.G.
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.
- D.P.
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.
- E.H.
Thank you for the amazing package -- I use it daily and it's ridiculously useful! Others (.....) have added some of the features you have, but none of them even comes close to matching what you've built.
- R.B.
Your product is fantastic, amazing, and really strong. It has real enabling capability. Thank you for putting this into the market!
- R.G.
You have an exceptional customer service, you have always answered my questions, I thank you for that, made it really easy to use this software, will be your long term customer. Thanks.
- A.D.
I was halfway resigned to have to program something like this myself. Only it would have taken me forever, and I couldn't have done it half as well. Thanks!
- M.S.
I also want to thank you for making the XLQ program. It is something that is very useful and incredible helpful. Like it was made for my needs.
- J.T.
I have already modified your demo sheet to fit my needs. Your program allows me to turn my excel spreadsheet into a total information center that updates automatically. It's elegant.
- W.H.
First, I want to say that your program is probably the finest piece of work I have ever seen. The depth is simply amazing. Congratulations and thanks.
- D.B.
Thanx, Leo. You're a great sport. By the way, partially because of the application of xlq in my screen, I have passed 30% up in the market this year!!!!
- B.H.
This is a wonderful product -- simple to use and just plain useful!
- C.B.
I want to say you have created THE ULTIMATE data interface software for traders like me who prefer to use Excel for everything. Thanks a bunch.
- M.Y.
I just wanted to say, that I very much like your xlq package. I have tried many similar products and this is by far the best I have come across. Simple, fuss-free setup, integrates well with Excel, and has its own stand alone interface to track your portfolio throughout the day. Since I am from Europe, and trade US, European and Japanese securities, the ability to use a variety of feeds simultaneously and transparently is particularly valuable to me.
- H.S.
I really appreciate your quick responses. And your program is terrific. The Plus version adds a lot with it‘s AAII interface. I’ll definitely register it since in the last week it has become an indispensable part of my stock analysis.
- R.S.
I found XLQ yesterday afternoon – and I am blown away by how useful it is. You really need to market this thing because it is AWESOME!!!
- D.B.
Your explanation was very good. I understand now and find it very useful. If you always reply so quickly to questions, I will have to believe that you supply the best and fastest support of any software company.
- D.H.
I have “dabbled” for several years creating many of the things you present in this great program. I first began using the “*.iqy” external query (update times horrendous), then Excel VBA and lately attempting to learn “C” or “C++” in order to have smoother, faster updates as well as a great appearing “front end”. Your program certainly is, by far, the leader and has the greater edge over any I have seen, or tried to accomplish. Thank you for such a great program.
- R.H.
You are a very special person to reply so quickly and I want to thank you again. I enjoy your program. It gives me everything I need, and I know there is so much more functionality that I'm not even exploiting.
- F.D.
I love your program. XLQ combined with the power of Excel brings limitless possibilities to manipulate data for better trading. I recommend it to everyone I know interested in trading.
- P.S.
Thanks for such a great program. I have no programming experience and was trying to find a way to do just what you have done. Only you did much more. It’s fantastic and reasonably priced too!
- D.T.
Thank you so much for your help and your phenomenal programming. XLQ is awesome.
- T.K.
I use your XLQ product all the time. Some of the best money I've ever spent on software.
- L.S.
First, a thank you for the excellent and useful adjunct to EXCEL. I seem to discover a new use every day – and I’m sure I haven’t even scratched the surface to utilize XLQ’s full potential. The new version is really great.
- W.H.
First let me say that I feel XLQ is terrific. I really appreciate the versatility you have made possible with this package. I have set up a few worksheets and find it easy to learn and use with the aid of the included demo sheets. This application has the potential in my opinion to be unmatched in power, efficiency and productivity.
- C.A.
Your software is on its way to becoming the only window that I need to the market’s numbers. With the ability to arrange thing EXACTLY the way I want them, and the use of conditional formatting to trigger alarms and display changes to suit my needs, I am gradually replacing all of the other market tools I’ve been using. I can’t be a more enthusiastic supporter of what you are doing. Thanks.
- W.G.
I'm wowed by your software!! I used to enter data in my spreadsheet for two hours for each update, and therefore only did it once or twice a week. Now I do it with the close each day - in about 30 seconds!!! And I've added some data points to help with my analysis that I just could not manage to maintain before. Thanks again for a great program, a great deal, and great support!!!!!
- R.K.
Your software is great. I'm hooked on the info I can generate for stock purchasing and selling using your program. In two weeks I've become an XLQ junkie.
- V.D.
Please let me tell you how much I have come to depend on XLQ in a short period. This is a great product!! You have made my job significantly more streamlined, and my tasks simpler and more elegant. Many, many thanks!
- L.D.
I have been evaluating XLQ for the past few weeks and am thoroughly impressed with the product. It is versatile, easy to use, accurate and very intuitive. It is a real bargain compared to competitive products plus it runs right from within Excel. Based on this I just entered my purchase order.
- M.M.
I ADORE your program. It has really helped me to learn about how the markets work, and building my own system indicator by indicator is the best way to learn.
- B.K.
Leo: count me as a satisfied customer. I gave it a good workout for a month, decided to buy it when it saved me 5 hours of administration the first week, and helped me do some studies I had been postponing for months due to slow data retrieval. Your product is smooth, fast and elegant with a very clean presentation. Well done!
- K.L.
The more I work with XLQ, the more I like it. It is fast! And so rich... I like it so much I have decided to adopt it as my #1 tool for the long term.
- S.C.
Thanks very much for writing XLQ - I like it very much as it gives me the opportunity to manipulate data as I want without a very steep learning curve.
- T.B.
I just downloaded a trial of XLQ and have been "playing" with it for hours. I am so impressed. I wish I would have known about your program years ago.
- D.F.
I just purchased your software and think it is the next best thing since the spreadsheet.
- R.D.
Thanks for the best (and least complicated) investing software out there!!
- F.B.
Your software is simply brilliant, for the last week that I have been trying it, I have been impressed no end.
- G.R.
Thanks, Xlq is a great piece of software, its actually saving me a heap of time and time is the precious commodity in these hectic days.
- J.P.
The XLQ interface with Excel is excellent. I have been waiting for this capability for years.
- H.A.
Please accept my thanks for your wonderful product - it is a pleasure to use.
- D.L.
Your software is just what I have needed. It provides me with the capability to customize data and construct charts which give me the views I like - not just what someone thinks I would like.
- D.E.
Firstly, let me say that the philosophy and idea behind XLQ is exactly what I am looking for.
- S.P.
The more I use XLQ the more I appreciate what can be done with it.
- S.M.
Just like to say, excellent work. A potentially good bit of software for me.
- M.C.
I love your product so far. ... Thank you for making such product available.
- A.T.
Thanks for the Tip. You know, your program is really super.
- P.B.
Great software! Simple, elegant, well-thought-out and fast.
- R.M.
I am always finding new ways to use your program in my investment / speculative Market endeavors.
- S.S
Thanks for such a wonderful product. It certainly does handle my most precious need which is to monitor the market realtime..
- W.B
It is a pleasure doing business with such a responsive person who obviously understands the value of good customer service. I have just registered and intend to make good use of this program.
- E.D.
Your fast and thorough answer is more than what I expected. Your service is awesome and your product is very stable. Keep up with your good work. Sincerely appreciated :)
- V.P.
Just a note to let you know that I really like you software. It's a wonderful interface that has been of great utility to me.
- J.B.