[friva]

sr100m, thank you for your suggestion.
If you tried both QuoteLink and XLQ can you tell more aboute their relative strength/weaknesses ?

best
F

[friva]

At first sight XLQ looks pretty user-friendly.
They say: "if u can use Excel you know how to use XLQ".

On the QuoteLink site I did not find comparable attempts to make it sound "easy": it might be the target users whit stronger coding capabilities.

XLQ can be used through VBA, so it can be automatically activated by an Excel routine.
The program provides a list of functions that can be run in Excel. Some of these return fundamental data like "Dividend Pay date" or "Institutional %". The functions offered in the lite version are in black font, the ones added on in the full version are in blue (scroll down in "XLQ Overview").

XLQ comes at USD 139/year in its full version (including xlqCompanion: an application that gives alerts and calculates trailing stops) and USD 84/year in its lite version.


QuoteLink I understand charges CHF 120/years for "quotes only" and CHF 300 for "professional". It is unclear to me what is the difference between the two,

[sr100m]

both offer (or at least offered) a decent free trial.

both have templates for the kind of thing you want to do from where you can copy the excel functions you want - if i remember i may have had to search around or even ask one of them to get the template so if you can't find it contact them. Both provide good support.

xlq works out less expensive but you pay one year upfront (i think you need the pro version of quotelink).

xlq seems to only let you have one timeframe (i.e. 5 mins or 60 mins but not both at the same time and may not offer timeframe less than 5 mins for interactive brokers - i can't remember exactly). quote link is more flexible in this respect. this is really the only major difference I found between them.

you need to be comfortable using excel functions. both have a learning curve putting the excel functions you require together, but I got the hang of it pretty quick and the templates help.

one, i can't remember which - xlq i think, had a problem with interactive brokers which meant the current close price was not showing the correct value but with a little help from the programmer it got sorted. i also think I had some similar kind of problem with quotelink and again it was sorted by the programmer.

I don't use either any more but when I did I found both good.

the best thing is to download a trial of both (ask if you can't get the historical ohlc you want in the trial or just pay one month 20 or 30 bucks) and see which you like best. you will need a datafeed (iqfeed or interactive brokers - they may also offer other datafeeds).

[friva]

thank u sr100m.
I understand you do not download prices in Excel any more.
May I ask what replaced Excel in ur trading setup ?

best
F

[sr100m]

I moved on to other things - still trying to piece together something that works for me consistently. but for the things I was trying both xlq and quotelink did the job well.

Originally Posted by friva »

thank u sr100m.
I understand you do not download prices in Excel any more.
May I ask what replaced Excel in ur trading setup ?

best
F

[Business_Spreadsheets]

There is also a free and open source VBA solution which enables downloading market data for multiple securities and long time periods which can be downloaded from this page.