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The below guides offer step by step instructions for using TDAmeritrade's authorization process, how to setup your own personal consumer key or troubleshoot any problems.
Please select:
For xlq to work with TDAmeritrade market data provided with your account, you need to authorize it. If you are not using your own personal consumer key (see 'configure personal consumer key' below, you need to ensure 'use
personal consumer key' is blank, and display the signin window by clicking the ... button in
secure login, or clicking 'open signin windows, or pressing Alt-Ctrl-Shift-T
Doing so grants access for 90 days, and you should renew it again before it expires to avoid disruption.
This will open a browser window allowing you to login to your TDAmeritrade account. Enter your User ID, password, click Login and follow instructions for any 2-step security questions
You will then be asked to Allow xlq access. xlq only accesses market data, and does not place trades, display balances or move money as is shown by TDAmeritrade.
Once Allow is clicked and authorization completed, a message is displayed. Clicking OK will automatically close the windows. xlq will now connect automatically and return data based on the permissions granted.
By default xlq is configured to work with TDAmeritrade with multiple users, but it is possible to request your own consumer key providing extra advantages including added security (only managed by you, working only with your account) and control (any limits apply to you and not as a group). A TDAmeritrade authorization will only return data to 1 computer at a time.
If you have not already done so you would need to register at
https://developer.tdameritrade.com
Click Register, and enter your user details, i.e.
first name, last name, user name (best use an 8 character name as it refuses if it contains spaces, is too long or too short),
your email address (if using with your TDAmeritrade account it needs to be the same email as
associated with your account. If you plan to open an account later, or if it is for delayed data, another email may be used).
Accept the API Developer License agreement, and enter the characters shown in the image to confirm that you are not a robot,
then click Create new account.
Once your developer account is setup you may add an application by selecting 'my apps' then 'Add a new App'.
Give your App a name (no more than 15 characters). This is the name that will be referenced when you sign into TDAmeritrade to authorize its use. Then complete the other fields.
Once added, approval is usually immediate, but it will indicate 'approved' once active.
You will then need to select your app and choose edit, and specify the callback URL which needs to be https://www.qmatix.com/OAuth2.php. Once completed, selecting 'Details' you would see
something similar to
Then select 'Keys' and note your consumer key, which you will need to enter into xlq preferences
From the xlq menu, choose preferences, then select data source specific, TDAmeritrade and enter the consumer key, or copy / paste it as it needs to be identical. Once entered the value is encrypted and only the first 5 characters are displayed. If you change it, you would need to re-enter it entirely. Once entered click Apply which will remove any prior authentication
You may then signin to authorize by clicking the ... button in
secure login, or clicking 'open signin windows, or pressing Alt-Ctrl-Shift-T
Once allowed, all connections will be via your personal consumer keys authorization.
xlq uses built in windows Internet Explorer / Edge web browsing to login and authorize with TDAmeritrade. A version compatibility setting is required to be set in the windows registry and is done automatically.
If this setting is not present TDA login will fail with a script error as below, and is likely due to your security
software blocking the registry update and you would need to enter it manually.
To do so, run regedit and browse to
Computer\HKEY_CURRENT_USER\Software\Microsoft\Internet
Explorer\Main\FeatureControl\FEATURE_BROWSER_EMULATION
Add a new DWORD 32 bit value called xlqeng1.exe,then modify the value, setting it to decimal 11001
You may then restart xlq and signin.
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:
20 March 2025
XLQ2 25.2 released
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Balance Of Power
Balance Of Power indicator now supported.
-
Norgate Data
Adjusted dividends (xlqhDividendAmountAdjusted) and unadjusted close (xlqhUnadjustedClose) now supported for Norgate.
- More. >>
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